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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 %
GC
1251
Garde Capital
Washington
$210K – – –
ZIM
1252
Zacks Investment Management
Illinois
$210K -$30.3K -177 -13%
AA
1253
ArborFi Advisors
Michigan
$209K -$3.42K -20 -2%
TWP
1254
TFO Wealth Partners
Ohio
$209K -$342 -2 -0.2%
CFAM
1255
Center For Asset Management
Florida
$207K +$513 +3 +0.2%
GAA
1256
Global Assets Advisory
Florida
$206K +$206K +1,261 New
TAM
1257
TCP Asset Management
Ohio
$206K +$206K +1,204 New
BSB
1258
Bangor Savings Bank
Maine
$205K – – –
JWM
1259
JPL Wealth Management
Colorado
$205K -$247K -1,444 -55%
GC
1260
GFG Capital
Florida
$204K +$204K +1,193 New
FWM
1261
Foguth Wealth Management
Michigan
$204K -$9.06K -53 -4%
M
1262
MOTCO
Texas
$202K – – –
ICP
1263
Ironvine Capital Partners
Nebraska
$201K +$7.18K +42 +4%
PPW
1264
Presilium Private Wealth
Pennsylvania
$201K – – –
PWAM
1265
Private Wealth Asset Management
Iowa
$201K +$201K +1,178 New
WC
1266
Whitney & Co
New York
$200K -$7.18K -42 -3%
SFCL
1267
Strengthening Families & Communities LLC
Massachusetts
$195K – – –
RF
1268
Rossby Financial
Florida
$192K +$192K +1,147 New
BBPWM
1269
Blue Bell Private Wealth Management
Pennsylvania
$189K +$98.6K +577 +109%
SSB
1270
Sandy Spring Bank
Maryland
$185K +$3.08K +18 +2%
EWM
1271
EPG Wealth Management
Georgia
$183K +$171 +1 +0.1%
RIL
1272
Rothschild Investment LLC
Illinois
$181K – – –
Q1WB
1273
Quest 10 Wealth Builders
Virginia
$180K +$12K +70 +7%
CPG
1274
Cornerstone Planning Group
New Jersey
$174K +$77.2K +472 +80%
MIA
1275
MeadowBrook Investment Advisors
Michigan
$174K – – –
49 50
51
52 53