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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 %
CG
151
CFO4Life Group
Texas
$32.3M 176,754 +1,455 +0.8%
PFA
152
Pettinga Financial Advisors
Indiana
$32.2M 176,245 +2,065 +1%
CIAS
153
CFS Investment Advisory Services
New Jersey
$32.1M 175,639 +2,337 +1%
BCI
154
Brinker Capital Investments
Pennsylvania
$31.8M 173,866 +37,587 +28%
BMCM
155
Bryn Mawr Capital Management
Pennsylvania
$31.6M 172,820 +6,404 +4%
SW
156
SlateStone Wealth
Florida
$31.4M 171,866 +14,553 +9%
Franklin Resources
157
Franklin Resources
California
$31M 169,731 -204,468 -55%
MPW
158
MA Private Wealth
California
$30.8M 168,419 -81,962 -33%
HCA
159
Heck Capital Advisors
Wisconsin
$30.6M 167,333 -59,484 -26%
AWAG
160
ARS Wealth Advisors Group
Florida
$30.5M 166,971 +4,557 +3%
CAL
161
Capital Advisors Ltd
Ohio
$30.2M 165,038 +3,411 +2%
SFS
162
Sowell Financial Services
Arkansas
$30.1M 164,758 -1,264 -0.8%
TLFA
163
True Link Financial Advisors
California
$29.8M 163,122 -46,982 -22%
HFA
164
High Falls Advisors
New York
$29.6M 161,963 -1,255 -0.8%
CL
165
Choreo LLC
Illinois
$29.4M 160,669 -58,107 -27%
ACM
166
Armbruster Capital Management
New York
$29.3M 160,130 +11,265 +8%
PFA
167
Pure Financial Advisors
California
$29.2M 159,645 +19,084 +14%
PWM
168
Perigon Wealth Management
California
$28.5M 155,879 -6,007 -4%
PWA
169
Physician Wealth Advisors
Utah
$28.1M 153,841 +8,100 +6%
BCM
170
Brookstone Capital Management
Illinois
$28.1M 153,520 -23,145 -13%
HCP
171
Holt Capital Partners
Texas
$28M 153,118 +3,343 +2%
OWA
172
One Wealth Advisors
California
$27.8M 152,203 +5,474 +4%
FM
173
Family Management
New York
$27.8M 152,014 +3,479 +2%
Goldman Sachs
174
Goldman Sachs
New York
$27.6M 150,749 +18,551 +14%
ACA
175
Aptus Capital Advisors
Alabama
$27.5M 150,184 -5,235 -3%
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