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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 %
VCM
1426
Versant Capital Management
Arizona
$9.23K – – –
PWM
1427
Parkworth Wealth Management
California
$8.89K – – –
HCP
1428
Hexagon Capital Partners
Arkansas
$8.55K – – –
AF
1429
Atala Financial
California
$7.52K – – –
TLA
1430
Tanglewood Legacy Advisors
Texas
$7.01K +$7.01K +41 New
MBFW
1431
Morton Brown Family Wealth
Pennsylvania
$6.15K – – –
AIC
1432
Archer Investment Corporation
Indiana
$5.68K -$3.79K -22 -40%
YDMI
1433
Y.D. More Investments
Israel
$5.42K – – –
KWM
1434
Kiker Wealth Management
Georgia
$4.79K +$4.79K +28 New
PMIM
1435
Prudent Man Investment Management
Colorado
$4.27K – – –
BWM
1436
Bernard Wealth Management
Michigan
$3.63K – – –
MFC
1437
Morris Financial Concepts
South Carolina
$3.59K – – –
FG
1438
Fairman Group
Pennsylvania
$3.38K – – –
SFSG
1439
Sound Financial Strategies Group
Mississippi
$3.25K -$558K -3,264 -99%
EWP
1440
Elevation Wealth Partners
California
$2.97K – – –
JHCP
1441
Jackson Hole Capital Partners
Oklahoma
$2.56K – – –
FPF
1442
First Pacific Financial
Washington
$2.39K – – –
SL
1443
Salomon & Ludwin
Virginia
$2.05K – – –
ITIM
1444
Indiana Trust & Investment Management
Indiana
$1.88K – – –
WA
1445
WPG Advisers
Maryland
$1.71K – – –
FRA
1446
Front Row Advisors
California
$1.54K – – –
BMC
1447
Bear Mountain Capital
Washington
$1.2K +$1.2K +7 New
FP
1448
Financial Perspectives
Minnesota
$1.2K – – –
CMP
1449
Coston McIsaac & Partners
Maine
$1K – – –
GWS
1450
Glassman Wealth Services
Virginia
$513 -$6.33K -37 -93%
56 57
58
59 60