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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 %
LWM
176
Liberty Wealth Management
California
$27.4M +$2.09M +11,448 +8%
EL
177
EWA LLC
Pennsylvania
$27.2M -$2.43M -13,311 -8%
BFPW
178
BOK Financial Private Wealth
Colorado
$27.2M -$190K -1,039 -0.7%
SFS
179
Security Financial Services
Indiana
$26.4M +$620K +3,391 +2%
IWS
180
Insight Wealth Strategies
California
$26.1M +$251K +1,370 +1%
GF
181
Gries Financial
Ohio
$25.8M -$720K -3,941 -3%
BFG
182
Buttonwood Financial Group
Missouri
$25.7M +$903K +4,921 +4%
CA
183
Centerpoint Advisors
Massachusetts
$25M +$588K +3,215 +2%
RW
184
RVW Wealth
California
$25M +$2.41M +13,165 +11%
SP
185
Symmetry Partners
Connecticut
$24.9M +$2.34M +12,818 +10%
SWP
186
Summit Wealth Partners
Florida
$24.9M -$645K -3,529 -3%
SP
187
Stonebrook Private
Michigan
$24.4M -$96.5K -530 -0.4%
CWS
188
Cypress Wealth Services
California
$24.2M +$1.18M +6,470 +5%
IA
189
IFP Advisors
Florida
$23.8M +$9.15M +50,025 +62%
DA
190
Detalus Advisors
Missouri
$23.7M +$1.04M +5,712 +5%
MC
191
McMorgan & Co
California
$23.6M -$92.5K -506 -0.4%
KFSC
192
Keystone Financial Services (Colorado)
Colorado
$23.6M +$1.07M +5,856 +5%
CF
193
Centaurus Financial
California
$23.5M +$2.06M +11,244 +10%
SFA
194
Sequoia Financial Advisors
Ohio
$23.5M -$7.2M -39,369 -23%
JAG
195
Journey Advisory Group
Kentucky
$23.5M -$1.02M -5,593 -4%
KW
196
KWB Wealth
California
$23.4M +$23.4M +136,747 New
AM
197
AGF Management
Ontario, Canada
$23.1M -$549K -3,004 -2%
VA
198
VestGen Advisors
Illinois
$23.1M +$1.57M +8,517 +7%
KFS
199
Kelly Financial Services
Massachusetts
$22.9M +$1.31M +7,185 +6%
TWM
200
Tanglewood Wealth Management
Texas
$22.9M -$64.7K -354 -0.3%
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