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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
1451
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$349M -1,962,000 Closed
3AM
1452
3EDGE Asset Management
Florida
– -$56.1M -315,091 Closed
CFGS
1453
Concourse Financial Group Securities
Alabama
– -$37.2M -202,648 Closed
OPAM
1454
Ocean Park Asset Management
California
– -$22.4M -125,681 Closed
YCG
1455
Yeomans Consulting Group
Georgia
– -$14.7M -82,483 Closed
IAA
1456
Independent Advisor Alliance
North Carolina
– -$12.1M -67,732 Closed
Deutsche Bank
1457
Deutsche Bank
Germany
– -$8.03M -45,072 Closed
FSA
1458
Financial Services Advisory
Maryland
– -$3.88M -21,777 Closed
TFA
1459
Tranquilli Financial Advisor
New Jersey
– -$3.77M -21,185 Closed
EP
1460
Essential Planning
New Hampshire
– -$2.7M -14,885 Closed
FHB
1461
First Hawaiian Bank
Hawaii
– -$2.2M -12,353 Closed
NCFG
1462
New Century Financial Group
New Jersey
– -$1.98M -11,053 Closed
JWM
1463
Jackson Wealth Management
Florida
– -$1.96M -11,019 Closed
AWAU
1464
Alliance Wealth Advisors (Utah)
Utah
– -$1.73M -9,702 Closed
NAM
1465
NorthCrest Asset Manangement
Minnesota
– -$1.67M -9,397 Closed
LMKC
1466
L.M. Kohn & Company
Ohio
– -$1.64M -9,208 Closed
FI
1467
FWG Investments
Kentucky
– -$1.52M -8,561 Closed
CM
1468
Columbus Macro
Pennsylvania
– -$1.34M -7,541 Closed
Renaissance Technologies
1469
Renaissance Technologies
New York
– -$1.3M -7,300 Closed
PWG
1470
Portside Wealth Group
Utah
– -$1.26M -7,067 Closed
CFG
1471
Certior Financial Group
Pennsylvania
– -$1.18M -6,616 Closed
IWA
1472
IBEX Wealth Advisors
New Jersey
– -$1.04M -5,837 Closed
APW
1473
Axim Planning & Wealth
Ohio
– -$753K -4,227 Closed
BFG
1474
Bleakley Financial Group
New Jersey
– -$677K -3,803 Closed
MWM
1475
Moulton Wealth Management
Washington
– -$661K -3,713 Closed
57 58
59
60 61