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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 %
ACP
1476
Aveo Capital Partners
Colorado
– -$545K -3,060 Closed
NIA
1477
NIA Impact Advisors
California
– -$533K -2,994 Closed
Millennium Management
1478
Millennium Management
New York
– -$528K -2,966 Closed
PCG
1479
Prosperity Consulting Group
Maryland
– -$519K -2,912 Closed
KAM
1480
Kraft Asset Management
Tennessee
– -$474K -2,641 Closed
EP
1481
Edgestream Partners
New Jersey
– -$414K -2,323 Closed
LWL
1482
Leo Wealth LLC
Texas
– -$413K -2,317 Closed
MSFS
1483
Main Street Financial Solutions
Pennsylvania
– -$386K -2,168 Closed
DWAM
1484
Duncan Williams Asset Management
Tennessee
– -$366K -2,058 Closed
NG
1485
Norden Group
Utah
– -$351K -1,972 Closed
WP
1486
WMS Partners
Maryland
– -$324K -1,820 Closed
AWA
1487
Authentikos Wealth Advisory
California
– -$303K -1,701 Closed
CAS
1488
Coppell Advisory Solutions
Texas
– -$303K -1,694 Closed
GCP
1489
GSA Capital Partners
United Kingdom
– -$263K -1,477 Closed
AFAS
1490
Acorn Financial Advisory Services
Virginia
– -$253K -1,420 Closed
DCA
1491
DSG Capital Advisors
Minnesota
– -$246K -1,380 Closed
EWA
1492
Evolution Wealth Advisors
Florida
– -$245K -1,375 Closed
AWM
1493
Able Wealth Management
New Jersey
– -$244K -1,368 Closed
TI
1494
Truepoint Inc
Ohio
– -$234K -1,316 Closed
LG
1495
Leuthold Group
Minnesota
– -$227K -1,272 Closed
FCA
1496
Fortis Capital Advisors
Kansas
– -$219K -1,231 Closed
BAG
1497
Bridgewealth Advisory Group
California
– -$227K -1,221 Closed
SWM
1498
Stapp Wealth Management
Washington
– -$210K -1,178 Closed
FA
1499
FSA Advisors
Michigan
– -$209K -1,176 Closed
AAMA
1500
Advanced Asset Management Advisors
Ohio
– -$208K -1,169 Closed
58 59
60
61 62