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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 %
WCFA
1276
Walkner Condon Financial Advisors
Wisconsin
$213K +$213K +1,167 New
PWS
1277
Precision Wealth Strategies
Missouri
$213K +$213K +1,163 New
SWM
1278
SFG Wealth Management
Maryland
$211K +$211K +1,156 New
JWM
1279
JFG Wealth Management
Colorado
$211K +$211K +1,154 New
SYBT
1280
Stock Yards Bank & Trust
Kentucky
$211K -$54.8K -300 -21%
TA
1281
TFG Advisers
Michigan
$211K +$211K +1,152 New
SA
1282
Stewardship Advisors
Pennsylvania
$209K +$209K +1,145 New
SPP
1283
Single Point Partners
Massachusetts
$209K +$209K +1,144 New
RFP
1284
Root Financial Partners
California
$208K +$208K +1,140 New
KAM
1285
Knightsbridge Asset Management
California
$208K +$208K +1,135 New
FA
1286
FSA Advisors
Michigan
$205K +$205K +1,123 New
PMG
1287
ProVise Management Group
Florida
$205K +$205K +1,121 New
VVP
1288
Venture Visionary Partners
Ohio
$205K +$205K +1,120 New
Luther King Capital Management (LKCM)
1289
Luther King Capital Management (LKCM)
Texas
$203K – – –
1WA
1290
180 Wealth Advisors
Washington
$201K -$27.8K -152 -12%
NEPWA
1291
New England Private Wealth Advisors
Massachusetts
$201K +$201K +1,086 New
AWM
1292
Able Wealth Management
New Jersey
$201K +$201K +1,097 New
GTAM
1293
Global Trust Asset Management
Florida
$198K -$477K -2,610 -71%
EWM
1294
EPG Wealth Management
Georgia
$196K – – –
RIL
1295
Rothschild Investment LLC
Illinois
$193K – – –
Russell Investments Group
1296
Russell Investments Group
United Kingdom
$188K +$21.2K +116 +13%
NS
1297
NBC Securities
Alabama
$188K -$289K -1,581 -61%
MIA
1298
MeadowBrook Investment Advisors
Michigan
$186K – – –
MIA
1299
Milestone Investment Advisors
Wisconsin
$183K – – –
WPWM
1300
Western Pacific Wealth Management
Illinois
$183K – – –
50 51
52
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