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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 %
CAM
1301
Creekmur Asset Management
Illinois
$116K +$171 +1 +0.1%
CICI
1302
Capital Investment Counsel Inc
North Carolina
$116K -$12.3K -72 -10%
CW
1303
Curio Wealth
Maryland
$116K -$25M -647 -100%
AWM
1304
Activest Wealth Management
Florida
$110K +$171 +1 +0.2%
SIM
1305
Studio Investment Management
Illinois
$108K – – –
LC
1306
Lindbrook Capital
California
$108K +$28.2K +165 +35%
NWM
1307
Navigoe Wealth Management
California
$108K – – –
BCMLT
1308
Beacon Capital Management LLC (Tennessee)
Tennessee
$108K +$2.57K +15 +2%
IWP
1309
IAG Wealth Partners
Wisconsin
$106K – – –
NEWAS
1310
N.E.W. Advisory Services
Wisconsin
$106K +$106K +620 New
HHGA
1311
Halbert Hargrove Global Advisors
California
$106K +$30.4K +178 +40%
AWM
1312
Abound Wealth Management
Tennessee
$105K +$67K +392 +174%
NC
1313
North Capital
Utah
$103K +$103K +602 New
USB
1314
Union Savings Bank
Connecticut
$99.6K – – –
FWA
1315
Flagship Wealth Advisors
Massachusetts
$98.8K – – –
SCA
1316
Stuart Chaussee & Associates
California
$97K – – –
HPC
1317
HM Payson & Co
Maine
$96.9K -$121K -707 -55%
VWA
1318
VSM Wealth Advisory
Maryland
$95.4K -$2.39K -14 -2%
AWM
1319
AllSquare Wealth Management
New York
$95K – – –
PB
1320
Pinnacle Bancorp
Nebraska
$94.2K – – –
PA
1321
PSI Advisors
Florida
$93.6K +$18.3K +107 +24%
JFA
1322
JNBA Financial Advisors
Minnesota
$91.6K -$7.18K -42 -7%
VWM
1323
Vermillion Wealth Management
Minnesota
$91K +$20.1K +118 +28%
BHWM
1324
Beaird Harris Wealth Management
Texas
$89.5K +$4.44K +26 +5%
CWM
1325
Copia Wealth Management
Oregon
$89.4K -$8.54K -50 -9%
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