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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 %
MHC
1501
May Hill Capital
Massachusetts
– -$208K -1,168 Closed
PP
1502
Patron Partners
Texas
– -$207K -1,160 Closed
GWM
1503
GSB Wealth Management
Connecticut
– -$206K -1,159 Closed
JWM
1504
JFG Wealth Management
Colorado
– -$206K -1,155 Closed
FTA
1505
Financial & Tax Architects
Missouri
– -$205K -1,151 Closed
CAC
1506
Certified Advisory Corp
Florida
– -$205K -1,150 Closed
TA
1507
TFG Advisers
Michigan
– -$204K -1,147 Closed
TCM
1508
Traynor Capital Management
Pennsylvania
– -$204K -1,145 Closed
SPP
1509
Single Point Partners
Massachusetts
– -$204K -1,145 Closed
GSIAS
1510
Garden State Investment Advisory Services
New Jersey
– -$202K -1,136 Closed
SSWM
1511
Smith Salley Wealth Management
North Carolina
– -$202K -1,135 Closed
BIP
1512
Blueprint Investment Partners
North Carolina
– -$202K -1,133 Closed
WAG
1513
Windsor Advisory Group
Ohio
– -$173K -971 Closed
Optiver Holding
1514
Optiver Holding
Netherlands
– -$92.1K -517 Closed
HWA
1515
Heritage Wealth Advisors
Virginia
– -$77.5K -435 Closed
CP
1516
Castleview Partners
Texas
– -$67.3K -379 Closed
FIA
1517
FPC Investment Advisory
California
– -$57.2K -312 Closed
WTA
1518
Washington Trust Advisors
Massachusetts
– -$50.9K -286 Closed
CBT
1519
CoreFirst Bank & Trust
Kansas
– -$32.4K -182 Closed
FLP
1520
Financial Life Planners
Arizona
– -$25.4K -143 Closed
CMA
1521
Cedar Mountain Advisors
Oregon
– -$23.7K -133 Closed
BFP
1522
Briaud Financial Planning
Texas
– -$22K -127 Closed
OC
1523
Oarsman Capital
Wisconsin
– -$22.3K -125 Closed
SAM
1524
Synergy Asset Management
Washington
– -$20.1K -112 Closed
CTB
1525
Country Trust Bank
Illinois
– -$19.6K -110 Closed
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