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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 %
OCM
1501
One Capital Management
California
– – -1,961 Closed
Financial Engines Advisors
1502
Financial Engines Advisors
California
– – -1,821 Closed
SWA
1503
SFMG Wealth Advisors
Texas
– – -1,710 Closed
HOWA
1504
Heritage Oak Wealth Advisors
Florida
– – -1,673 Closed
SAM
1505
Strategy Asset Managers
California
– – -1,604 Closed
CA
1506
Cambridge Advisors
Nebraska
– – -1,506 Closed
CIA
1507
Cascade Investment Advisors
Oregon
– – -1,495 Closed
MAS
1508
Meeder Advisory Services
Ohio
– – -1,490 Closed
SIMG
1509
Sonora Investment Management Group
Arizona
– – -1,470 Closed
WHCI
1510
W.H. Cornerstone Investments
Massachusetts
– – -1,462 Closed
ARC
1511
Advisor Resource Council
Texas
– – -1,451 Closed
SIAS
1512
Summit Investment Advisory Services
Minnesota
– – -1,364 Closed
XT
1513
XTX Topco
Cayman Islands
– – -1,356 Closed
FTWA
1514
Fifth Third Wealth Advisors
Ohio
– – -1,316 Closed
SAM
1515
Secure Asset Management
Michigan
– – -1,316 Closed
MWP
1516
Madison Wealth Partners
Wisconsin
– – -1,291 Closed
CC
1517
Commons Capital
Massachusetts
– – -1,287 Closed
OPCM
1518
Osborne Partners Capital Management
California
– – -1,280 Closed
SMG
1519
Smart Money Group
Texas
– – -1,280 Closed
TIA
1520
Traphagen Investment Advisors
New Jersey
– – -1,269 Closed
GAA
1521
Global Assets Advisory
Florida
– – -1,261 Closed
ZIM
1522
Zacks Investment Management
Illinois
– – -1,226 Closed
TAM
1523
TCP Asset Management
Ohio
– – -1,204 Closed
FWM
1524
Foguth Wealth Management
Michigan
– – -1,191 Closed
WC
1525
Whitney & Co
New York
– – -1,171 Closed
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