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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 %
PCA
126
Prosperity Capital Advisors
Ohio
$41.8M +$6.73M +36,827 +19%
UA
127
Unison Advisors
District of Columbia
$40.5M +$1.41M +7,729 +4%
SOMRS
128
State of Michigan Retirement System
Michigan
$40.3M +$11.4M +62,599 +40%
HSG
129
Helen Stephens Group
Texas
$40.2M +$1.68M +9,182 +4%
KCM
130
Kathmere Capital Management
Pennsylvania
$40.2M +$478K +2,615 +1%
LWA
131
Lineweaver Wealth Advisors
Ohio
$39.5M -$4.8M -26,274 -11%
CSWG
132
Cardinal Strategic Wealth Guidance
Kentucky
$39.4M -$63.6K -348 -0.2%
HFS
133
Hughes Financial Services
Virginia
$39M +$3.18M +17,158 +9%
HGWM
134
Horst & Graben Wealth Management
Oregon
$38.1M +$1.6M +8,754 +4%
SFP
135
Shepherd Financial Partners
Massachusetts
$37.7M -$1.64M -8,945 -4%
SWP
136
Stratos Wealth Partners
Ohio
$37.7M -$1.56M -8,540 -4%
HCM
137
Hengehold Capital Management
Ohio
$37.5M +$621K +3,395 +2%
TCM
138
TD Capital Management
Tennessee
$37.4M -$52.3K -286 -0.1%
AAS
139
Ameritas Advisory Services
Nebraska
$37M -$17M -93,202 -32%
FC
140
Forte Capital
New York
$36.2M -$2.58M -14,134 -7%
SW
141
SteelPeak Wealth
California
$36M +$1.5M +8,188 +4%
4WM
142
49 Wealth Management
Texas
$35.7M -$1.34M -7,317 -4%
1WM
143
1900 Wealth Management
Texas
$35.5M -$144K -790 -0.4%
SB
144
Strategic Blueprint
Georgia
$35M -$3.21M -17,563 -8%
VAS
145
Vestmark Advisory Solutions
Massachusetts
$34.5M +$22.9M +125,334 +198%
PA
146
Parallel Advisors
California
$34.5M -$1.36M -7,444 -4%
TWG
147
The Wealth Group
Minnesota
$34.3M +$1.57M +8,566 +5%
SFI
148
SPC Financial Inc
Maryland
$34M -$92.7K -507 -0.3%
SHIM
149
Stone House Investment Management
Pennsylvania
$33.5M +$2.63M +14,392 +9%
FFA
150
Farther Finance Advisors
California
$33.3M -$13.9M -75,936 -29%
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