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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 %
MWM
1276
Mascoma Wealth Management
New Hampshire
$172K -$16.6K -97 -9%
WPWM
1277
Western Pacific Wealth Management
Illinois
$171K – – –
MIA
1278
Milestone Investment Advisors
Wisconsin
$171K – – –
PGAM
1279
Princeton Global Asset Management
New Jersey
$168K – – –
FDCP
1280
Foster Dykema Cabot & Partners
Massachusetts
$165K – – –
HBW
1281
Hazlett, Burt & Watson
West Virginia
$163K +$172 +1 +0.1%
AF
1282
Abound Financial
California
$158K +$158K +924 New
Russell Investments Group
1283
Russell Investments Group
United Kingdom
$156K -$3.12M -18,254 -95%
ACA
1284
American Capital Advisory
Idaho
$154K -$26.1K -153 -15%
GWSG
1285
GPS Wealth Strategies Group
Colorado
$150K +$3.25K +19 +2%
RFG
1286
REAP Financial Group
Texas
$150K -$22.4K -131 -13%
AGWCA
1287
Annis Gardner Whiting Capital Advisors
Florida
$149K – – –
AG
1288
AmeriFlex Group
Nevada
$147K +$12.5K +73 +9%
CB
1289
CNB Bank
Pennsylvania
$144K – – –
UCB
1290
United Community Bank
South Carolina
$143K -$97.9K -573 -41%
AWM
1291
Accredited Wealth Management
Kentucky
$140K -$61.6K -360 -31%
T
1292
Tidemark
California
$137K -$20.5K -120 -13%
AIM
1293
Acropolis Investment Management
Missouri
$137K – – –
CTC
1294
Central Trust Company
Missouri
$127K – – –
CT
1295
Colonial Trust
South Carolina
$120K +$22.6K +132 +23%
AAG
1296
Armstrong Advisory Group
Massachusetts
$119K – – –
PPC
1297
Park Place Capital
Alabama
$119K -$36.7K -215 -24%
S
1298
SignatureFD
Georgia
$119K +$15.2K +89 +15%
HR
1299
Howe & Rusling
New York
$118K -$14.7K -86 -11%
HWP
1300
Highline Wealth Partners
California
$117K +$342 +2 +0.3%
50 51
52
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