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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 %
Comerica Bank
201
Comerica Bank
Texas
$22.9M -$983K -5,379 -4%
KPWS
202
Kestra Private Wealth Services
Texas
$22.7M -$12.2M -66,899 -35%
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$22.2M -$86.4M -472,631 -80%
PAWA
204
Palo Alto Wealth Advisors
California
$22M +$935K +5,117 +4%
KNFPWM
205
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$21.8M +$501K +2,742 +2%
IA
206
Integrity Alliance
Iowa
$21.8M -$10.4M -56,899 -32%
RWP
207
RWA Wealth Partners
Massachusetts
$21.7M -$18.6M -101,918 -46%
KWM
208
Keebeck Wealth Management
Illinois
$21.5M -$1.92M -10,477 -8%
CFC
209
Client First Capital
California
$21.4M +$176K +962 +0.8%
WA
210
Wealth Alliance
New York
$21.3M +$942K +5,151 +5%
GHA
211
GW Henssler & Associates
Georgia
$21.2M +$1.28M +7,002 +6%
DWM
212
Diversify Wealth Management
Utah
$21.2M +$245K +1,306 +1%
MFA
213
Mayflower Financial Advisors
Massachusetts
$21M +$4.15M +22,684 +25%
FAIM
214
Financial Advocates Investment Management
Washington
$20.5M +$2.68M +14,679 +15%
TF
215
Trek Financial
Arizona
$20.5M +$1.07M +5,855 +6%
VHAM
216
Van Hulzen Asset Management
California
$20.4M -$2.88M -15,754 -12%
SXL
217
Summit X LLC
Missouri
$20.2M +$146K +801 +0.7%
OAP
218
One Advisory Partners
Kansas
$20.1M +$1.29M +6,921 +7%
PFG
219
PAX Financial Group
Texas
$20.1M +$645K +3,527 +3%
CFA
220
Cahill Financial Advisors
Minnesota
$20M +$112K +611 +0.6%
FFN
221
Focus Financial Network
Minnesota
$19.9M +$448K +2,450 +2%
MWP
222
Meridian Wealth Partners
Pennsylvania
$19.8M -$12.2K -67 -0.1%
PA
223
PFG Advisors
Arizona
$19.7M +$9.32K +51 +0%
WA
224
Waverly Advisors
Alabama
$19.6M +$5.72M +31,302 +41%
PIA
225
Perennial Investment Advisors
California
$19.5M +$1.92M +10,526 +11%
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