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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 %
Comerica Bank
201
Comerica Bank
Texas
$22.9M 125,015 -5,379 -4%
KPWS
202
Kestra Private Wealth Services
Texas
$22.7M 124,056 -66,899 -35%
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$22.2M 121,234 -472,631 -80%
PAWA
204
Palo Alto Wealth Advisors
California
$22M 120,144 +5,117 +4%
KNFPWM
205
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$21.8M 119,148 +2,742 +2%
IA
206
Integrity Alliance
Iowa
$21.8M 119,007 -56,899 -32%
RWP
207
RWA Wealth Partners
Massachusetts
$21.7M 118,687 -101,918 -46%
KWM
208
Keebeck Wealth Management
Illinois
$21.5M 117,722 -10,477 -8%
CFC
209
Client First Capital
California
$21.4M 116,994 +962 +0.8%
WA
210
Wealth Alliance
New York
$21.3M 116,521 +5,151 +5%
GHA
211
GW Henssler & Associates
Georgia
$21.2M 116,006 +7,002 +6%
DWM
212
Diversify Wealth Management
Utah
$21.2M 113,242 +1,306 +1%
MFA
213
Mayflower Financial Advisors
Massachusetts
$21M 114,901 +22,684 +25%
FAIM
214
Financial Advocates Investment Management
Washington
$20.5M 112,302 +14,679 +15%
TF
215
Trek Financial
Arizona
$20.5M 112,020 +5,855 +6%
VHAM
216
Van Hulzen Asset Management
California
$20.4M 111,624 -15,754 -12%
SXL
217
Summit X LLC
Missouri
$20.2M 110,487 +801 +0.7%
OAP
218
One Advisory Partners
Kansas
$20.1M 108,127 +6,921 +7%
PFG
219
PAX Financial Group
Texas
$20.1M 110,067 +3,527 +3%
CFA
220
Cahill Financial Advisors
Minnesota
$20M 109,155 +611 +0.6%
FFN
221
Focus Financial Network
Minnesota
$19.9M 109,047 +2,450 +2%
MWP
222
Meridian Wealth Partners
Pennsylvania
$19.8M 108,297 -67 -0.1%
PA
223
PFG Advisors
Arizona
$19.7M 107,818 +51 +0%
WA
224
Waverly Advisors
Alabama
$19.6M 107,069 +31,302 +41%
PIA
225
Perennial Investment Advisors
California
$19.5M 106,398 +10,526 +11%
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