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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 %
TF
1351
Tompkins Financial
New York
$54.5K – – –
TSMHT
1352
Thurston Springer Miller Herd & Titak
Indiana
$54.1K -$29.3K -171 -35%
BAM
1353
Bellevue Asset Management
Washington
$51.8K +$171 +1 +0.3%
ICM
1354
Islay Capital Management
Texas
$51.3K -$342 -2 -0.7%
MEG
1355
Millstone Evans Group
Colorado
$50.6K +$50.6K +296 New
DWM
1356
Darwin Wealth Management
Florida
$49.1K – – –
OA
1357
Operose Advisors
Wisconsin
$48.7K -$35.9K -210 -42%
MSFP
1358
Mark Sheptoff Financial Planning
Connecticut
$48.5K – – –
TFGT
1359
TS Financial Group (TSFG)
Illinois
$48K – – –
IWM
1360
IMG Wealth Management
Florida
$47.3K +$47.3K +277 New
KGP
1361
Keystone Global Partners
Colorado
$46.7K +$46.7K +272 New
CWP
1362
Concord Wealth Partners
Virginia
$46.5K – – –
FWP
1363
FAS Wealth Partners
Kansas
$43.5K -$21.8K -128 -33%
FCAS
1364
First Command Advisory Services
Texas
$43.2K +$43.2K +253 New
CAM
1365
Costello Asset Management
Pennsylvania
$42.9K +$42.9K +251 New
CVM
1366
Cheviot Value Management
California
$42.8K +$42.8K +249 New
BTD
1367
BankPlus Trust Department
Mississippi
$41.7K +$15.4K +90 +58%
MAM
1368
Morse Asset Management
Connecticut
$41.2K – – –
CFO
1369
CVA Family Office
Colorado
$38.6K – – –
DJSG
1370
D.J. St. Germain
Massachusetts
$38.5K – – –
MWM
1371
MGB Wealth Management
Texas
$37.6K – – –
PAI
1372
Pittenger & Anderson Inc
Nebraska
$37.3K – – –
LWMI
1373
Legacy Wealth Management (Idaho)
Idaho
$37.3K +$37.3K +218 New
TH
1374
TCTC Holdings
Texas
$36.7K – – –
WT
1375
Whittier Trust
California
$36.2K – – –
53 54
55
56 57