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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 %
BL
1326
BFSG LLC
California
$88.4K – – –
SN
1327
Sittner & Nelson
Oregon
$87.3K – – –
RCM
1328
Richardson Capital Management
Wisconsin
$86.4K +$24.8K +145 +40%
RIA
1329
Realta Investment Advisors
Delaware
$85.4K -$14.9K -87 -15%
WIM
1330
Westside Investment Management
California
$85.3K +$3.93K +23 +5%
MMCM
1331
Murphy & Mullick Capital Management
New York
$85.3K +$46.7K +273 +121%
SRCM
1332
Signature Resources Capital Management
California
$78.3K +$57.4K +336 +275%
BF
1333
BOK Financial
Oklahoma
$75.7K – – –
SFG
1334
Stonebridge Financial Group
Pennsylvania
$75.7K +$5.13K +30 +7%
HWM
1335
Hemington Wealth Management
Virginia
$75K -$15.2K -89 -17%
HI
1336
Hoey Investments
Pennsylvania
$74.2K +$74.2K +434 New
OWA
1337
Opal Wealth Advisors
New York
$73.5K +$73.5K +430 New
Qube Research & Technologies (QRT)
1338
Qube Research & Technologies (QRT)
United Kingdom
$72.1K -$249K -1,459 -78%
OWP
1339
ORG Wealth Partners
Texas
$71.5K -$408K -2,379 -85%
FDCDDQ
1340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.6K +$52.5K +307 +307%
CHC
1341
City Holding Co
West Virginia
$68.4K – – –
BPAMU
1342
BTG Pactual Asset Management US
New York
$67.3K – – –
NOI
1343
Newton One Investments
Delaware
$65.5K – – –
WW
1344
Winnow Wealth
Texas
$64.5K – – –
MSWM
1345
Mowery & Schoenfeld Wealth Management
Illinois
$59.6K +$59.6K +349 New
DAM
1346
Delta Asset Management
Tennessee
$59.1K – – –
TCM
1347
Tradewinds Capital Management
Washington
$56.9K +$56.9K +333 New
CJH
1348
Christopher J. Hasenberg
Wisconsin
$56.7K +$56.7K +331 New
OAJ
1349
Ogorek Anthony Joseph
New York
$55K +$9.45K +56 +21%
NFSG
1350
Newbridge Financial Services Group
Florida
$54.7K – – –
52 53
54
55 56