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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 %
CC
1526
Commons Capital
Massachusetts
– -$220K -1,287 Closed
SMG
1527
Smart Money Group
Texas
– -$219K -1,280 Closed
OPCM
1528
Osborne Partners Capital Management
California
– -$219K -1,280 Closed
TIA
1529
Traphagen Investment Advisors
New Jersey
– -$217K -1,269 Closed
GAA
1530
Global Assets Advisory
Florida
– -$206K -1,261 Closed
ZIM
1531
Zacks Investment Management
Illinois
– -$210K -1,226 Closed
TAM
1532
TCP Asset Management
Ohio
– -$206K -1,204 Closed
FWM
1533
Foguth Wealth Management
Michigan
– -$204K -1,191 Closed
WC
1534
Whitney & Co
New York
– -$200K -1,171 Closed
AF
1535
Abound Financial
California
– -$158K -924 Closed
AIM
1536
Acropolis Investment Management
Missouri
– -$137K -800 Closed
SIM
1537
Studio Investment Management
Illinois
– -$108K -633 Closed
PA
1538
PSI Advisors
Florida
– -$93.6K -548 Closed
SFG
1539
Stonebridge Financial Group
Pennsylvania
– -$75.7K -443 Closed
WW
1540
Winnow Wealth
Texas
– -$64.5K -378 Closed
MSWM
1541
Mowery & Schoenfeld Wealth Management
Illinois
– -$59.6K -349 Closed
IWM
1542
IMG Wealth Management
Florida
– -$47.3K -277 Closed
RJA
1543
Ross\Johnson & Associates
Minnesota
– -$23.4K -137 Closed
CWM
1544
Compass Wealth Management
Connecticut
– -$14.9K -87 Closed
JFGIW
1545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$13.3K -78 Closed
PAG
1546
Paladin Advisory Group
Iowa
– -$12.8K -75 Closed
MTIC
1547
Missouri Trust & Investment Company
Missouri
– -$11.6K -68 Closed
WAM
1548
WFA Asset Management
Wisconsin
– -$10.5K -64 Closed
GWM
1549
Graybill Wealth Management
Illinois
– -$9.4K -55 Closed
HCP
1550
Hexagon Capital Partners
Arkansas
– -$8.55K -50 Closed
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