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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 %
BFPW
176
BOK Financial Private Wealth
Colorado
$25.6M 149,703 -6,908 -4%
ACM
177
Armbruster Capital Management
New York
$25.4M 148,865 +3,966 +3%
FM
178
Family Management
New York
$25.4M 148,535 -24,300 -14%
OWA
179
One Wealth Advisors
California
$25.1M 146,729 +13,899 +10%
PWA
180
Physician Wealth Advisors
Utah
$24.9M 145,741 +24,985 +21%
GF
181
Gries Financial
Ohio
$24.8M 145,008 +15,486 +12%
SFS
182
Security Financial Services
Indiana
$24.1M 140,946 +6,732 +5%
IWS
183
Insight Wealth Strategies
California
$24.1M 140,884 -7,335 -5%
PFA
184
Pure Financial Advisors
California
$24M 140,561 +15,497 +12%
SWP
185
Summit Wealth Partners
Florida
$23.8M 139,479 +298 +0.2%
LWM
186
Liberty Wealth Management
California
$23.7M 138,465 +18,715 +16%
BCI
187
Brinker Capital Investments
Pennsylvania
$23.3M 136,279 +6,023 +5%
OPS
188
Orion Portfolio Solutions
Nebraska
$23.3M 136,279 +6,023 +5%
SP
189
Stonebrook Private
Michigan
$23M 134,841 +15,975 +13%
JAG
190
Journey Advisory Group
Kentucky
$22.9M 134,085 -3,014 -2%
BWA
191
Boulder Wealth Advisors
Colorado
$22.9M 134,051 +2,836 +2%
CA
192
Centerpoint Advisors
Massachusetts
$22.8M 133,674 +4,712 +4%
Goldman Sachs
193
Goldman Sachs
New York
$22.6M 132,198 +62,219 +89%
Comerica Bank
194
Comerica Bank
Texas
$22.3M 130,394 +3,875 +3%
MC
195
McMorgan & Co
California
$22.2M 129,720 +911 +0.7%
AM
196
AGF Management
Ontario, Canada
$22.1M 129,538 -1,045 -0.8%
SWC
197
Spectrum Wealth Counsel
Indiana
$22.1M 129,458 +18,135 +16%
SCM
198
Sollinda Capital Management
Florida
$21.9M 128,348 -5,739 -4%
KWM
199
Keebeck Wealth Management
Illinois
$21.9M 128,199 +19,335 +18%
VHAM
200
Van Hulzen Asset Management
California
$21.8M 127,378 -2,308 -2%
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