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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,448 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 99 funds opening new positions, 693 increasing their positions, 461 reducing their positions, and 86 closing their positions.

Holders
1,448
Holders Change
-20
Holders Change %
-1.36%
% of All Funds
19.67%
Holding in Top 10
246
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.91%
% of All Funds
3.34%
New
99
Increased
693
Reduced
461
Closed
86
Calls
$3.9M
Puts
$1.11M
Net Calls
+$2.79M
Net Calls Change
-$45K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.44B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$462M
3
LPL Financial
3
LPL Financial
California
$3.11B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$323M
5
OWM
5
Orgel Wealth Management
Wisconsin
$322M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
HI
2
Horizon Investments
North Carolina
$4.09M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$236M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$437M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.65B
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
151
Prosperity Capital Advisors
Ohio
$32.9M 192,064 +21,350 +13%
KPWS
152
Kestra Private Wealth Services
Texas
$32.6M 190,955 -13,822 -7%
SW
153
SteelPeak Wealth
California
$32.3M 188,971 +33,416 +21%
SFI
154
SPC Financial Inc
Maryland
$31.8M 186,266 -683 -0.4%
TWG
155
The Wealth Group
Minnesota
$30.6M 179,091 +7,458 +4%
BCM
156
Brookstone Capital Management
Illinois
$30.2M 176,665 +19,131 +12%
IA
157
Integrity Alliance
Iowa
$30.1M 175,906 +88,662 +102%
CG
158
CFO4Life Group
Texas
$30M 175,299 -2,629 -1%
CCS
159
Concentric Capital Strategies
Connecticut
$29.9M 175,030 +175,030 New
PFA
160
Pettinga Financial Advisors
Indiana
$29.8M 174,180 +6,734 +4%
CIAS
161
CFS Investment Advisory Services
New Jersey
$29.6M 173,302 +19,902 +13%
SHIM
162
Stone House Investment Management
Pennsylvania
$28.8M 168,621 +37,245 +28%
SFA
163
Sequoia Financial Advisors
Ohio
$28.7M 167,954 +38,561 +30%
BMCM
164
Bryn Mawr Capital Management
Pennsylvania
$28.4M 166,416 +1,132 +0.7%
SFS
165
Sowell Financial Services
Arkansas
$28.4M 166,022 +2,569 +2%
HFA
166
High Falls Advisors
New York
$27.9M 163,218 +23,301 +17%
AWAG
167
ARS Wealth Advisors Group
Florida
$27.8M 162,414 -1,610 -1%
EL
168
EWA LLC
Pennsylvania
$27.7M 162,002 +19,374 +14%
PWM
169
Perigon Wealth Management
California
$27.7M 161,886 +16,181 +11%
CAL
170
Capital Advisors Ltd
Ohio
$27.6M 161,627 +4,011 +3%
SOMRS
171
State of Michigan Retirement System
Michigan
$27M 157,750 -100 -0.1%
SW
172
SlateStone Wealth
Florida
$26.9M 157,313 +17,337 +12%
ACA
173
Aptus Capital Advisors
Alabama
$26.6M 155,419 -10,183 -6%
WANY
174
Wealthspire Advisors (New York)
New York
$26M 152,397 +61,150 +67%
HCP
175
Holt Capital Partners
Texas
$25.6M 149,775 +8,194 +6%
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