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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,448 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 693 increasing their positions, 461 reducing their positions, and 86 closing their positions.

Holders
1,448
Holders Change
-20
Holders Change %
-1.36%
% of All Funds
19.67%
Holding in Top 10
246
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.91%
% of All Funds
3.34%
New
99
Increased
693
Reduced
461
Closed
86
Calls
$3.9M
Puts
$1.11M
Net Calls
+$2.79M
Net Calls Change
-$45K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.44B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$462M
3
LPL Financial
3
LPL Financial
California
$3.11B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$323M
5
OWM
5
Orgel Wealth Management
Wisconsin
$322M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
HI
2
Horizon Investments
North Carolina
$4.09M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$236M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$437M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.65B
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$50.6M 295,723 -19,370 -6%
GA
102
Goldstein Advisors
Wisconsin
$50.4M 294,966 +274 +0.1%
BWM
103
Baron Wealth Management
Michigan
$50.3M 294,144 -9,393 -3%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$49.4M 289,028 -4,213 -1%
B
105
Barings
North Carolina
$49.1M 287,541 +56,323 +24%
CW
106
CreativeOne Wealth
Kansas
$47.7M 279,306 +21,361 +8%
GT
107
Glenmede Trust
Pennsylvania
$47.4M 277,605 +20,928 +8%
PWMAG
108
Pinnacle Wealth Management Advisory Group
New Jersey
$46.5M 272,059 +8,611 +3%
FWIA
109
Fort Washington Investment Advisors
Ohio
$46M 268,905 -8,372 -3%
EB
110
Eastern Bank
Massachusetts
$45.4M 265,739 +24,171 +10%
SA
111
Scarborough Advisors
Maryland
$45.3M 264,975 +34,888 +15%
SWA
112
Strategies Wealth Advisors
Michigan
$45M 263,590 +12,659 +5%
AWM
113
Apollon Wealth Management
South Carolina
$44.4M 259,655 +59,902 +30%
FFA
114
Farther Finance Advisors
California
$44.2M 258,131 +81,084 +46%
AAS
115
Avantax Advisory Services
Texas
$43.3M 253,563 +31,292 +14%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$43M 251,392 +251,392 New
MPW
117
MA Private Wealth
California
$42.8M 250,381 +4,385 +2%
OCBCO
118
Oversea-Chinese Banking Corp (OCBC)
Singapore
$42.7M 249,866 -4,319 -2%
AG
119
Ascent Group
Virginia
$42.4M 247,954 +159,508 +180%
CCA
120
Catalyst Capital Advisors
New York
$41.7M 243,808 +13,082 +6%
MRC
121
Millburn Ridgefield Corp
New York
$41.7M 243,808 +13,082 +6%
LWA
122
Lineweaver Wealth Advisors
Ohio
$41.4M 242,297 +8,184 +3%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$40.8M 240,428 +58,758 +32%
IWA
124
Icon Wealth Advisors
Texas
$40.6M 237,406 +48,911 +26%
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.3M 230,078 +130,588 +131%
3 4
5
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