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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 %
STB
1401
S&T Bank
Pennsylvania
$18.8K – – –
MIM
1402
MTM Investment Management
South Carolina
$17.1K – – –
DF
1403
Dunhill Financial
United Kingdom
$16.4K -$23.9K -140 -59%
GWM
1404
Grand Wealth Management
Michigan
$15.9K +$7.7K +45 +94%
FMP
1405
Financial Management Professionals
Texas
$15.2K – – –
Barclays
1406
Barclays
United Kingdom
$15K +$15K +85 New
LCM
1407
Logan Capital Management
Pennsylvania
$14.9K +$11K +65 +283%
CWM
1408
Compass Wealth Management
Connecticut
$14.9K +$14.9K +87 New
GWS
1409
Greykasell Wealth Strategies
California
$14.9K +$14.9K +87 New
PSFG
1410
Park Square Financial Group
Georgia
$14.5K +$2.05K +12 +16%
FNWA
1411
Financial Network Wealth Advisors
Utah
$14K -$32.3K -189 -70%
CI
1412
CX Institutional
Indiana
$14K +$14K +81 New
JFGIW
1413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3K +$13.3K +78 New
HIW
1414
Holos Integrated Wealth
Pennsylvania
$13.2K – – –
BIG
1415
Brooklyn Investment Group
New York
$12.8K – – –
PAG
1416
Paladin Advisory Group
Iowa
$12.8K – – –
PFBT
1417
Parkside Financial Bank & Trust
Missouri
$12.6K – – –
DSC
1418
Duncker Streett & Co
Missouri
$12.3K – – –
MTIC
1419
Missouri Trust & Investment Company
Missouri
$11.6K +$11.6K +68 New
RL
1420
Rogco LP
Oklahoma
$11.3K – – –
SWIM
1421
Smallwood Wealth Investment Management
New Jersey
$11.1K +$11.1K +65 New
VNA
1422
Valley National Advisers
Pennsylvania
$11K -$2K -12 -15%
WAM
1423
WFA Asset Management
Wisconsin
$10.5K +$4.6K +28 +78%
AEPWM
1424
Atlantic Edge Private Wealth Management
Florida
$10.1K – – –
GWM
1425
Graybill Wealth Management
Illinois
$9.4K +$9.4K +55 New
55 56
57
58 59