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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,471 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 136 funds opening new positions, 646 increasing their positions, 487 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+22
Holders Change %
+1.52%
% of All Funds
19.71%
Holding in Top 10
229
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.29%
% of All Funds
3.07%
New
136
Increased
646
Reduced
487
Closed
82
Calls
$3.27M
Puts
$2.54M
Net Calls
+$731K
Net Calls Change
-$2.06M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$306M
2
LPL Financial
LPL Financial
California
+$234M
3
OWM
Orgel Wealth Management
Wisconsin
+$196M
4
Cerity Partners
Cerity Partners
New York
+$195M
5
KIM
Kestra Investment Management
Texas
+$138M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$154M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$86.4M
4
KeyBank National Association
KeyBank National Association
Ohio
-$69.6M
5
UBS Group
UBS Group
Switzerland
-$60.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Horizon Investments
North Carolina
$56.6M +$52.2M +285,458 +1,192%
SHJ
102
Sharkey, Howes & Javer
Colorado
$55.3M -$192K -1,048 -0.3%
GA
103
Goldstein Advisors
Wisconsin
$54.6M +$686K +3,752 +1%
CW
104
CreativeOne Wealth
Kansas
$52.7M +$1.67M +9,133 +3%
BWM
105
Baron Wealth Management
Michigan
$52.7M -$1.05M -5,759 -2%
STA
106
Summit Trail Advisors
New York
$52.5M -$14.2M -77,783 -21%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$52.2M +$8.56M +47,135 +20%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$51.7M -$1.15M -6,288 -2%
FWIA
109
Fort Washington Investment Advisors
Ohio
$51.5M +$2.31M +12,642 +5%
PWMAG
110
Pinnacle Wealth Management Advisory Group
New Jersey
$51M +$1.29M +7,046 +3%
B
111
Barings
North Carolina
$50.4M -$2.16M -11,789 -4%
GIM
112
Glenmede Investment Management
Pennsylvania
$49M +$49M +268,012 New
SWA
113
Strategies Wealth Advisors
Michigan
$48.8M +$634K +3,469 +1%
AWM
114
Apollon Wealth Management
South Carolina
$48.4M +$952K +5,208 +2%
AAS
115
Avantax Advisory Services
Texas
$48.2M +$1.84M +10,057 +4%
IWA
116
Icon Wealth Advisors
Texas
$48M +$4.57M +25,010 +11%
AG
117
Ascent Group
Virginia
$47.2M +$1.87M +10,204 +4%
IWM
118
IHT Wealth Management
Illinois
$46.1M +$7.59M +41,543 +20%
SA
119
Scarborough Advisors
Maryland
$46M -$2.43M -13,265 -5%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$45.9M +$6.55M +35,805 +17%
AllianceBernstein
121
AllianceBernstein
Tennessee
$45.7M +$7.48M +40,928 +20%
LLWM
122
Life Line Wealth Management
California
$44.8M +$39.5M +216,102 +745%
AF
123
Apexium Financial
Texas
$43.3M +$2.91M +15,901 +7%
MRC
124
Millburn Ridgefield Corp
New York
$41.8M -$2.72M -14,897 -6%
CCA
125
Catalyst Capital Advisors
New York
$41.8M -$2.72M -14,897 -6%
3 4
5
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