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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 %
EPW
1376
Evergreen Private Wealth
Colorado
$35.4K – – –
WCM
1377
Winthrop Capital Management
Indiana
$34K – – –
PP
1378
PrairieView Partners
Minnesota
$34K – – –
PA
1379
Pineridge Advisors
Missouri
$32.8K -$16.4K -96 -33%
RWM
1380
Rialto Wealth Management
New York
$30.2K – – –
CFB
1381
Cullen/Frost Bankers
Texas
$29.9K +$13.7K +80 +84%
RFA
1382
Reyes Financial Architecture
California
$27.9K – – –
CB
1383
Centennial Bank
Arkansas
$27.7K – – –
MA
1384
MCF Advisors
Kentucky
$26.7K -$33K -193 -55%
GCM
1385
Gables Capital Management
Florida
$26.3K – – –
BC
1386
Barrett & Company
Rhode Island
$25.6K – – –
OSNBOA
1387
Old Second National Bank of Aurora
Illinois
$25.6K – – –
WWM
1388
Wolff Wiese Magana
California
$24.8K – – –
LI
1389
LRI Investments
Florida
$24.3K – – –
BA
1390
Bellwether Advisors
Nebraska
$24.1K -$6.32K -37 -21%
KPP
1391
Kings Path Partners
Texas
$23.4K – – –
RJA
1392
Ross\Johnson & Associates
Minnesota
$23.4K +$23.4K +137 New
VWA
1393
Valued Wealth Advisors
Utah
$23.1K – – –
RF
1394
Roxbury Financial
New Jersey
$22.2K -$1.64K -9 -7%
SC
1395
Sawyer & Company
Massachusetts
$22K +$22K +128 New
FMB
1396
Field & Main Bank
Kentucky
$21K – – –
SIC
1397
SJS Investment Consulting
Ohio
$20.7K -$23.6K -138 -53%
DFA
1398
DHJJ Financial Advisors
Illinois
$20.6K +$170 +1 +0.8%
NRG
1399
Nemes Rush Group
Michigan
$20.5K – – –
CSB
1400
City State Bank
Iowa
$19.5K – – –
54 55
56
57 58