QUAL icon

iShares MSCI USA Quality Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
1376
FAS Wealth Partners
Kansas
$52.3K +$5.67K +31 +12%
DWM
1377
Darwin Wealth Management
Florida
$52.2K +$1.83K +10 +4%
OA
1378
Operose Advisors
Wisconsin
$52.1K
MSFP
1379
Mark Sheptoff Financial Planning
Connecticut
$51.9K
CWP
1380
Concord Wealth Partners
Virginia
$51.2K +$1.46K +8 +3%
BAM
1381
Bellevue Asset Management
Washington
$51.2K -$4.4K -24 -8%
FCAS
1382
First Command Advisory Services
Texas
$46.3K
CVM
1383
Cheviot Value Management
California
$46.2K
CAM
1384
Costello Asset Management
Pennsylvania
$45.9K
BTD
1385
BankPlus Trust Department
Mississippi
$44.6K
MAM
1386
Morse Asset Management
Connecticut
$44.1K
TIM
1387
Total Investment Management
Arizona
$42.4K +$42.4K +232 New
MMCM
1388
Murphy & Mullick Capital Management
New York
$41.6K -$50.3K -273 -55%
CFO
1389
CVA Family Office
Colorado
$41.3K
MWM
1390
MGB Wealth Management
Texas
$40.2K
LWMI
1391
Legacy Wealth Management (Idaho)
Idaho
$39.9K
PAI
1392
Pittenger & Anderson Inc
Nebraska
$39.9K
LIS
1393
Legacy Investment Solutions
Idaho
$39.9K +$39.9K +218 New
AWM
1394
Abound Wealth Management
Tennessee
$39.4K -$73.6K -402 -65%
TH
1395
TCTC Holdings
Texas
$39.3K
WT
1396
Whittier Trust
California
$38.8K
CWM
1397
Copia Wealth Management
Oregon
$38.4K -$57.2K -313 -60%
EPW
1398
Evergreen Private Wealth
Colorado
$37.8K
DJSG
1399
D.J. St. Germain
Massachusetts
$37.3K -$3.84K -21 -9%
CI
1400
CX Institutional
Indiana
$37K +$22.3K +123 +152%