QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

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

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$306M
2
LPL Financial
LPL Financial
California
+$234M
3
OWM
Orgel Wealth Management
Wisconsin
+$196M
4
Cerity Partners
Cerity Partners
New York
+$195M
5
KIM
Kestra Investment Management
Texas
+$138M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$154M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$86.4M
4
KeyBank National Association
KeyBank National Association
Ohio
-$69.6M
5
UBS Group
UBS Group
Switzerland
-$60.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1451
Grand Wealth Management
Michigan
$8.78K -$8.23K -45 -48%
AF
1452
Alerus Financial
North Dakota
$8.78K +$8.78K +48 New
OHWP
1453
Oak Harbor Wealth Partners
North Carolina
$8.78K +$8.78K +48 New
HWM
1454
HighMark Wealth Management
Minnesota
$8.43K +$8.43K +46 New
TLA
1455
Tanglewood Legacy Advisors
Texas
$7.5K – – –
RPA
1456
Redwood Park Advisors
California
$7.31K +$7.31K +40 New
WOSD
1457
WFA of San Diego
California
$6.22K +$6.22K +34 New
FNWA
1458
Financial Network Wealth Advisors
Utah
$4.57K -$10.4K -57 -70%
PMIM
1459
Prudent Man Investment Management
Colorado
$4.27K – – –
LCM
1460
Logan Capital Management
Pennsylvania
$4.2K -$11.9K -65 -74%
BWM
1461
Bernard Wealth Management
Michigan
$3.89K – – –
MFC
1462
Morris Financial Concepts
South Carolina
$3.84K – – –
FG
1463
Fairman Group
Pennsylvania
$3.47K – – –
EWP
1464
Elevation Wealth Partners
California
$3.18K – – –
JHCP
1465
Jackson Hole Capital Partners
Oklahoma
$2.74K – – –
FPF
1466
First Pacific Financial
Washington
$2.56K – – –
SL
1467
Salomon & Ludwin
Virginia
$2.21K – – –
ITIM
1468
Indiana Trust & Investment Management
Indiana
$2.01K – – –
WA
1469
WPG Advisers
Maryland
$1.83K – – –
FRA
1470
Front Row Advisors
California
$1.65K – – –
FP
1471
Financial Perspectives
Minnesota
$1.28K – – –
CMP
1472
Coston McIsaac & Partners
Maine
$1K – – –
DWM
1473
Dogwood Wealth Management
Kansas
$184 +$184 +1 New
PPFA
1474
Provida Pension Fund Administrator
Chile
– -$34.6M -202,448 Closed
CCS
1475
Concentric Capital Strategies
Connecticut
– -$29.9M -175,030 Closed
57 58
59
60 61