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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 %
CW
1476
Cook Wealth
North Carolina
– -$12.8M -75,732 Closed
TC
1477
TownSquare Capital
Utah
– -$11.2M -65,456 Closed
AIA
1478
Alternative Investment Advisors
Florida
– -$9.46M -55,371 Closed
TVAMP
1479
Tennessee Valley Asset Management Partners
Tennessee
– -$8.44M -49,378 Closed
GLA
1480
Good Life Advisors
Pennsylvania
– -$4.88M -28,576 Closed
AIA
1481
Arrow Investment Advisors
Maryland
– -$4.56M -26,705 Closed
EF
1482
Empowered Funds
Pennsylvania
– -$3.67M -21,472 Closed
TSS
1483
Two Sigma Securities
New York
– -$3.23M -18,914 Closed
WA
1484
Win Advisors
Florida
– -$2.96M -17,322 Closed
DWA
1485
Dorsey Wright & Associates
California
– -$2.88M -16,836 Closed
HF
1486
HRT Financial
New York
– -$2.8M -16,372 Closed
PFA
1487
Peak Financial Advisors
Colorado
– -$2.32M -13,569 Closed
CAG
1488
Curtis Advisory Group
California
– -$1.68M -9,802 Closed
JWBC
1489
John W. Brooker & Co
California
– -$1.67M -9,773 Closed
FCI
1490
Financial Counselors Inc
Kansas
– -$1.3M -7,613 Closed
AFW
1491
Avantra Family Wealth
Pennsylvania
– -$1.17M -6,828 Closed
LRWM
1492
Lord & Richards Wealth Management
Colorado
– -$908K -5,314 Closed
WN
1493
Williams & Novak
California
– -$906K -5,292 Closed
PS
1494
Planned Solutions
California
– -$755K -4,420 Closed
WAG
1495
Wallace Advisory Group
California
– -$699K -3,925 Closed
SWA
1496
Stratos Wealth Advisors
Ohio
– -$620K -3,628 Closed
WCP
1497
Wick Capital Partners
Pennsylvania
– -$535K -3,132 Closed
DIM
1498
Delta Investment Management
California
– -$519K -3,036 Closed
SIC
1499
SFE Investment Counsel
California
– -$504K -2,951 Closed
CCM
1500
Crew Capital Management
Ohio
– -$498K -2,915 Closed
58 59
60
61 62