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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 %
PGAM
1301
Princeton Global Asset Management
New Jersey
$180K – – –
RFG
1302
REAP Financial Group
Texas
$178K +$18.3K +100 +11%
HBW
1303
Hazlett, Burt & Watson
West Virginia
$177K +$3.48K +19 +2%
M
1304
MOTCO
Texas
$177K -$40.5K -220 -19%
TFG
1305
Team Financial Group
California
$173K +$173K +945 New
BF
1306
BOK Financial
Oklahoma
$169K +$87.6K +479 +108%
FDCP
1307
Foster Dykema Cabot & Partners
Massachusetts
$167K -$10.1K -55 -6%
GWSG
1308
GPS Wealth Strategies Group
Colorado
$161K +$183 +1 +0.1%
AGWCA
1309
Annis Gardner Whiting Capital Advisors
Florida
$159K – – –
CB
1310
CNB Bank
Pennsylvania
$154K – – –
UCB
1311
United Community Bank
South Carolina
$153K – – –
AG
1312
AmeriFlex Group
Nevada
$139K -$15.5K -86 -10%
T
1313
Tidemark
California
$139K -$7.68K -42 -5%
CTC
1314
Central Trust Company
Missouri
$136K – – –
PB
1315
Pinnacle Bancorp
Nebraska
$136K +$35.5K +194 +35%
SWP
1316
Strategic Wealth Partners
Ohio
$131K +$131K +718 New
HR
1317
Howe & Rusling
New York
$126K – – –
CAM
1318
Creekmur Asset Management
Illinois
$124K +$365 +2 +0.3%
CICI
1319
Capital Investment Counsel Inc
North Carolina
$124K – – –
AUB
1320
Atlantic Union Bankshares
Virginia
$124K +$124K +676 New
AAG
1321
Armstrong Advisory Group
Massachusetts
$123K – – –
CW
1322
Curio Wealth
Maryland
$121K +$120K +656 +21,867%
BL
1323
BFSG LLC
California
$120K +$25.8K +141 +27%
BCMLT
1324
Beacon Capital Management LLC (Tennessee)
Tennessee
$119K +$3.66K +20 +3%
AWM
1325
Activest Wealth Management
Florida
$118K +$183 +1 +0.2%
51 52
53
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