QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,449 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 98 funds opening new positions, 694 increasing their positions, 462 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,449
Holders Change
-21
Holders Change %
-1.43%
% of All Funds
19.68%
Holding in Top 10
247
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.89%
% of All Funds
3.36%
New
98
Increased
694
Reduced
462
Closed
86
Calls
$3.9M
Puts
$1.11M
Net Calls
+$2.79M
Net Calls Change
-$45K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$463M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$462M
3
LPL Financial
LPL Financial
California
+$225M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$220M
5
OWM
Orgel Wealth Management
Wisconsin
+$103M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$349M
2
HI
Horizon Investments
North Carolina
-$184M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$131M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$113M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTWA
1226
Fifth Third Wealth Advisors
Ohio
$225K +$16.7K +98 +8%
VP
1227
Verum Partners
North Carolina
$224K +$224K +1,313 New
LI
1228
LifeWealth Investments
Florida
$224K +$224K +1,311 New
FWP
1229
Falcon Wealth Planning
California
$224K – – –
HT
1230
Headlands Technologies
Illinois
$224K +$17.9K +105 +9%
BCM
1231
Becker Capital Management
Oregon
$223K – – –
WSCM
1232
Wellington Shields Capital Management
New York
$223K +$223K +1,305 New
CFS
1233
Cannon Financial Strategists
Georgia
$222K – – –
Members Trust
1234
Members Trust
Florida
$221K +$221K +1,295 New
MWP
1235
Madison Wealth Partners
Wisconsin
$221K +$221K +1,291 New
CC
1236
Commons Capital
Massachusetts
$220K -$743K -4,350 -77%
EI
1237
Ethic Inc
New York
$219K – – –
Neuberger Berman Group
1238
Neuberger Berman Group
New York
$219K -$158K -924 -42%
OPCM
1239
Osborne Partners Capital Management
California
$219K – – –
SMG
1240
Smart Money Group
Texas
$219K -$2.14M -12,506 -91%
IF
1241
Integrity Financial
Wyoming
$218K – – –
TRIA
1242
Trail Ridge Investment Advisors
Colorado
$217K +$217K +1,270 New
TIA
1243
Traphagen Investment Advisors
New Jersey
$217K +$342 +2 +0.2%
OWMIAS
1244
One Wealth Management Investment & Advisory Services
Florida
$217K -$3.76K -22 -2%
EW
1245
Element Wealth
Mississippi
$217K +$171 +1 +0.1%
SP
1246
Sequent Planning
Nebraska
$216K -$18.5K -108 -8%
FFA
1247
Founders Financial Alliance
North Carolina
$215K -$40.3K -236 -16%
1WA
1248
180 Wealth Advisors
Washington
$215K +$2.91K +17 +1%
MHR
1249
Matthew Hamilton Rosenberg
$212K – – –
MAG
1250
M3 Advisory Group
Massachusetts
$211K – – –
48 49
50
51 52