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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 %
PWM
1226
PBMares Wealth Management
Virginia
$250K -$10.4K -57 -4%
SSC
1227
Syverson Strege & Co
Iowa
$250K +$250K +1,367 New
CAS
1228
Coppell Advisory Solutions
Texas
$249K +$249K +1,373 New
GG
1229
Greenwood Gearhart
Arkansas
$249K – – –
GF
1230
Goodman Financial
Texas
$247K – – –
PWP
1231
Prasad Wealth Partners
Ohio
$246K +$548 +3 +0.2%
SFS
1232
Symphony Financial Services
Ohio
$245K -$14.3K -78 -6%
AIM
1233
Archer Investment Management
Texas
$244K +$244K +1,337 New
NAM
1234
NorthCrest Asset Manangement
Minnesota
$244K +$244K +1,317 New
GWM
1235
GSB Wealth Management
Connecticut
$244K +$244K +1,332 New
Members Trust
1236
Members Trust
Florida
$243K +$5.85K +32 +2%
FDW
1237
Fourth Dimension Wealth
Ohio
$242K -$96K -525 -28%
MCM
1238
Morton Capital Management
California
$240K -$9.87K -54 -4%
VP
1239
Verum Partners
North Carolina
$239K -$548 -3 -0.2%
FWP
1240
Falcon Wealth Planning
California
$239K – – –
NA
1241
Nordwand Advisors
Pennsylvania
$239K +$239K +1,308 New
CFS
1242
Cannon Financial Strategists
Georgia
$238K – – –
FTUS
1243
Flow Traders U.S.
New York
$237K -$11.4M -62,703 -98%
FIM
1244
FWL Investment Management
Texas
$237K -$50.6K -277 -18%
KFP
1245
KMG Fiduciary Partners
Ohio
$234K -$16.8K -92 -7%
EI
1246
Ethic Inc
New York
$233K – – –
CPW
1247
Cove Private Wealth
New York
$231K +$231K +1,265 New
CGPCS
1248
Capital Group Private Client Services
California
$229K +$229K +1,251 New
MHR
1249
Matthew Hamilton Rosenberg
$227K – – –
OWMIAS
1250
One Wealth Management Investment & Advisory Services
Florida
$227K -$5.3K -29 -2%
48 49
50
51 52