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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,463 hedge funds and large institutions have $46.1B invested in iShares MSCI USA Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,463
Holders Change
+15
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
134
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
101
Horizon Investments
North Carolina
$56.6M 309,414 +285,458 +1,192%
SHJ
102
Sharkey, Howes & Javer
Colorado
$55.3M 302,641 -1,048 -0.3%
GA
103
Goldstein Advisors
Wisconsin
$54.6M 298,718 +3,752 +1%
CW
104
CreativeOne Wealth
Kansas
$52.7M 288,439 +9,133 +3%
BWM
105
Baron Wealth Management
Michigan
$52.7M 288,385 -5,759 -2%
STA
106
Summit Trail Advisors
New York
$52.5M 287,257 -77,783 -21%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$52.2M 287,563 +47,135 +20%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$51.7M 282,740 -6,288 -2%
FWIA
109
Fort Washington Investment Advisors
Ohio
$51.5M 281,547 +12,642 +5%
PWMAG
110
Pinnacle Wealth Management Advisory Group
New Jersey
$51M 279,105 +7,046 +3%
B
111
Barings
North Carolina
$50.4M 275,752 -11,789 -4%
GIM
112
Glenmede Investment Management
Pennsylvania
$49M 268,012 +268,012 New
SWA
113
Strategies Wealth Advisors
Michigan
$48.8M 267,059 +3,469 +1%
AWM
114
Apollon Wealth Management
South Carolina
$48.4M 264,863 +5,208 +2%
AAS
115
Avantax Advisory Services
Texas
$48.2M 263,620 +10,057 +4%
IWA
116
Icon Wealth Advisors
Texas
$48M 262,416 +25,010 +11%
AG
117
Ascent Group
Virginia
$47.2M 258,158 +10,204 +4%
IWM
118
IHT Wealth Management
Illinois
$46.1M 251,968 +41,543 +20%
SA
119
Scarborough Advisors
Maryland
$46M 251,710 -13,265 -5%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$45.9M 251,187 +35,805 +17%
AllianceBernstein
121
AllianceBernstein
Tennessee
$45.7M 249,950 +40,928 +20%
LLWM
122
Life Line Wealth Management
California
$44.8M 245,094 +216,102 +745%
AF
123
Apexium Financial
Texas
$43.3M 236,887 +15,901 +7%
CCA
124
Catalyst Capital Advisors
New York
$41.8M 228,911 -14,897 -6%
MRC
125
Millburn Ridgefield Corp
New York
$41.8M 228,911 -14,897 -6%
3 4
5
6 7