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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 %
AF
1526
Abound Financial
California
– – -924 Closed
AIM
1527
Acropolis Investment Management
Missouri
– – -800 Closed
SIM
1528
Studio Investment Management
Illinois
– – -633 Closed
PA
1529
PSI Advisors
Florida
– – -548 Closed
SFG
1530
Stonebridge Financial Group
Pennsylvania
– – -443 Closed
WW
1531
Winnow Wealth
Texas
– – -378 Closed
MSWM
1532
Mowery & Schoenfeld Wealth Management
Illinois
– – -349 Closed
IWM
1533
IMG Wealth Management
Florida
– – -277 Closed
RJA
1534
Ross\Johnson & Associates
Minnesota
– – -137 Closed
CWM
1535
Compass Wealth Management
Connecticut
– – -87 Closed
JFGIW
1536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -78 Closed
PAG
1537
Paladin Advisory Group
Iowa
– – -75 Closed
MTIC
1538
Missouri Trust & Investment Company
Missouri
– – -68 Closed
WAM
1539
WFA Asset Management
Wisconsin
– – -64 Closed
GWM
1540
Graybill Wealth Management
Illinois
– – -55 Closed
HCP
1541
Hexagon Capital Partners
Arkansas
– – -50 Closed
AF
1542
Atala Financial
California
– – -44 Closed
MBFW
1543
Morton Brown Family Wealth
Pennsylvania
– – -36 Closed
KWM
1544
Kiker Wealth Management
Georgia
– – -28 Closed
BMC
1545
Bear Mountain Capital
Washington
– – -7 Closed
GWS
1546
Glassman Wealth Services
Virginia
– – -3 Closed
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