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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,463 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 134 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,463
Holders Change
+15
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
134
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
126
Prosperity Capital Advisors
Ohio
$41.8M 228,891 +36,827 +19%
UA
127
Unison Advisors
District of Columbia
$40.5M 221,609 +7,729 +4%
SOMRS
128
State of Michigan Retirement System
Michigan
$40.3M 220,349 +62,599 +40%
HSG
129
Helen Stephens Group
Texas
$40.2M 220,093 +9,182 +4%
KCM
130
Kathmere Capital Management
Pennsylvania
$40.2M 219,929 +2,615 +1%
LWA
131
Lineweaver Wealth Advisors
Ohio
$39.5M 216,023 -26,274 -11%
CSWG
132
Cardinal Strategic Wealth Guidance
Kentucky
$39.4M 215,406 -348 -0.2%
HFS
133
Hughes Financial Services
Virginia
$39M 210,181 +17,158 +9%
HGWM
134
Horst & Graben Wealth Management
Oregon
$38.1M 208,285 +8,754 +4%
SFP
135
Shepherd Financial Partners
Massachusetts
$37.7M 206,335 -8,945 -4%
SWP
136
Stratos Wealth Partners
Ohio
$37.7M 206,297 -8,540 -4%
HCM
137
Hengehold Capital Management
Ohio
$37.5M 205,371 +3,395 +2%
TCM
138
TD Capital Management
Tennessee
$37.4M 204,412 -286 -0.1%
AAS
139
Ameritas Advisory Services
Nebraska
$37M 202,521 -93,202 -32%
FC
140
Forte Capital
New York
$36.2M 198,042 -14,134 -7%
SW
141
SteelPeak Wealth
California
$36M 197,159 +8,188 +4%
4WM
142
49 Wealth Management
Texas
$35.7M 195,379 -7,317 -4%
1WM
143
1900 Wealth Management
Texas
$35.5M 193,983 -790 -0.4%
SB
144
Strategic Blueprint
Georgia
$35M 191,369 -17,563 -8%
VAS
145
Vestmark Advisory Solutions
Massachusetts
$34.5M 188,632 +125,334 +198%
PA
146
Parallel Advisors
California
$34.5M 188,562 -7,444 -4%
TWG
147
The Wealth Group
Minnesota
$34.3M 187,657 +8,566 +5%
SFI
148
SPC Financial Inc
Maryland
$34M 185,759 -507 -0.3%
SHIM
149
Stone House Investment Management
Pennsylvania
$33.5M 183,013 +14,392 +9%
FFA
150
Farther Finance Advisors
California
$33.3M 182,195 -75,936 -29%
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