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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 %
BB
1251
Bell Bank
North Dakota
$227K +$227K +1,239 New
MAG
1252
M3 Advisory Group
Massachusetts
$226K – – –
PCA
1253
Purkiss Capital Advisors
Connecticut
$225K +$225K +1,233 New
GC
1254
Garde Capital
Washington
$225K – – –
ICP
1255
Ironvine Capital Partners
Nebraska
$224K +$8.78K +48 +4%
EWM
1256
Evermay Wealth Management
Virginia
$224K -$29.4K -161 -12%
SP
1257
Sequent Planning
Nebraska
$223K -$7.5K -41 -3%
AA
1258
ArborFi Advisors
Michigan
$223K – – –
BAG
1259
Bridgewealth Advisory Group
California
$223K +$223K +1,221 New
LG
1260
Leuthold Group
Minnesota
$221K +$221K +1,209 New
BSB
1261
Bangor Savings Bank
Maine
$220K – – –
WSCM
1262
Wellington Shields Capital Management
New York
$219K -$19.2K -105 -8%
NCFG
1263
New Century Financial Group
New Jersey
$219K +$219K +1,198 New
FFA
1264
Founders Financial Alliance
North Carolina
$219K -$11.5K -63 -5%
JWM
1265
JPL Wealth Management
Colorado
$219K – – –
RF
1266
Rossby Financial
Florida
$218K +$8.78K +48 +4%
TWP
1267
TFO Wealth Partners
Ohio
$217K -$6.03K -33 -3%
1SB
1268
1ST Source Bank
Indiana
$217K +$217K +1,187 New
CFAM
1269
Center For Asset Management
Florida
$215K -$357 -2 -0.2%
PWAM
1270
Private Wealth Asset Management
Iowa
$215K – – –
PPW
1271
Presilium Private Wealth
Pennsylvania
$215K – – –
SFCL
1272
Strengthening Families & Communities LLC
Massachusetts
$215K +$6.58K +36 +3%
CFG
1273
Copley Financial Group
California
$214K -$28.5K -156 -12%
HWM
1274
Horizon Wealth Management
Illinois
$214K -$15.5M -84,778 -99%
MHC
1275
May Hill Capital
Massachusetts
$214K +$214K +1,168 New
49 50
51
52 53