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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 %
CWC
1501
Carolinas Wealth Consulting
North Carolina
– -$492K -2,879 Closed
BMWM
1502
Brown Miller Wealth Management
Virginia
– -$475K -2,780 Closed
BOC
1503
Blue Oak Capital
California
– -$437K -2,557 Closed
GBWM
1504
Granite Bay Wealth Management
New Hampshire
– -$422K -2,471 Closed
CAM
1505
Clark Asset Management
New Hampshire
– -$399K -2,333 Closed
ABC
1506
Associated Banc-Corp
Wisconsin
– -$386K -2,256 Closed
DWA
1507
Delap Wealth Advisory
Oregon
– -$385K -2,253 Closed
ACA
1508
Aspire Capital Advisors
Washington
– -$385K -2,252 Closed
KFG
1509
Kingdom Financial Group
Arizona
– -$379K -2,218 Closed
OCM
1510
One Capital Management
California
– -$335K -1,961 Closed
Financial Engines Advisors
1511
Financial Engines Advisors
California
– -$311K -1,821 Closed
SWA
1512
SFMG Wealth Advisors
Texas
– -$292K -1,710 Closed
HOWA
1513
Heritage Oak Wealth Advisors
Florida
– -$286K -1,673 Closed
SAM
1514
Strategy Asset Managers
California
– -$274K -1,604 Closed
CA
1515
Cambridge Advisors
Nebraska
– -$257K -1,506 Closed
CIA
1516
Cascade Investment Advisors
Oregon
– -$255K -1,495 Closed
MAS
1517
Meeder Advisory Services
Ohio
– -$255K -1,490 Closed
SIMG
1518
Sonora Investment Management Group
Arizona
– -$251K -1,470 Closed
WHCI
1519
W.H. Cornerstone Investments
Massachusetts
– -$250K -1,462 Closed
ARC
1520
Advisor Resource Council
Texas
– -$248K -1,451 Closed
SIAS
1521
Summit Investment Advisory Services
Minnesota
– -$233K -1,364 Closed
XT
1522
XTX Topco
Cayman Islands
– -$232K -1,356 Closed
SAM
1523
Secure Asset Management
Michigan
– -$225K -1,316 Closed
FTWA
1524
Fifth Third Wealth Advisors
Ohio
– -$225K -1,316 Closed
MWP
1525
Madison Wealth Partners
Wisconsin
– -$221K -1,291 Closed
59 60
61
62 63