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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 %
HCA
126
Heck Capital Advisors
Wisconsin
$38.8M -$408K -2,390 -1%
AF
127
Apexium Financial
Texas
$37.8M +$145K +848 +0.4%
RWP
128
RWA Wealth Partners
Massachusetts
$37.7M -$2.61M -15,300 -6%
CL
129
Choreo LLC
Illinois
$37.4M -$2.55M -14,900 -6%
KCM
130
Kathmere Capital Management
Pennsylvania
$37.1M -$8.55K -50 -0%
CSWG
131
Cardinal Strategic Wealth Guidance
Kentucky
$36.9M -$3.65M -21,360 -9%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$36.8M +$1.88M +11,023 +5%
SFP
133
Shepherd Financial Partners
Massachusetts
$36.8M +$34.4M +201,363 +1,447%
SWP
134
Stratos Wealth Partners
Ohio
$36.7M -$8.24M -48,244 -18%
UA
135
Unison Advisors
District of Columbia
$36.5M +$4.12M +24,091 +13%
FC
136
Forte Capital
New York
$36.3M -$373K -2,185 -1%
HSG
137
Helen Stephens Group
Texas
$36M +$2.06M +12,062 +6%
IWM
138
IHT Wealth Management
Illinois
$36M -$893K -5,228 -2%
TLFA
139
True Link Financial Advisors
California
$35.9M +$2.87M +16,779 +9%
AllianceBernstein
140
AllianceBernstein
Tennessee
$35.7M -$2.58M -15,124 -7%
SB
141
Strategic Blueprint
Georgia
$35.7M +$1.93M +11,322 +6%
SF
142
Summit Financial
New Jersey
$35.7M +$32.4M +189,728 +1,001%
TCM
143
TD Capital Management
Tennessee
$35M -$512K -2,999 -1%
4WM
144
49 Wealth Management
Texas
$34.6M -$17.6M -102,802 -34%
PPFA
145
Provida Pension Fund Administrator
Chile
$34.6M +$9.64M +56,410 +39%
HCM
146
Hengehold Capital Management
Ohio
$34.5M +$1.97M +11,522 +6%
HGWM
147
Horst & Graben Wealth Management
Oregon
$34.1M +$2.46M +14,411 +8%
PA
148
Parallel Advisors
California
$33.5M -$1.12M -6,554 -3%
1WM
149
1900 Wealth Management
Texas
$33.3M +$500K +2,927 +2%
HFS
150
Hughes Financial Services
Virginia
$33.1M +$512K +2,987 +2%
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