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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.44B 31,853,469 +2,711,718 +9%
LPL Financial
2
LPL Financial
California
$3.11B 18,186,643 +1,318,823 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.65B 15,512,079 -629,221 -4%
Morgan Stanley
4
Morgan Stanley
New York
$1.63B 9,554,231 +460,860 +5%
Bank of America
5
Bank of America
North Carolina
$1.28B 7,478,803 -242,234 -3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.25B 7,296,524 -382,874 -5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.19B 6,961,450 +380,904 +6%
Wells Fargo
8
Wells Fargo
California
$923M 5,399,105 +49,666 +0.9%
Ameriprise
9
Ameriprise
Minnesota
$879M 5,143,391 +324,478 +7%
BlackRock
10
BlackRock
New York
$828M 4,842,787 +239,375 +5%
UBS Group
11
UBS Group
Switzerland
$740M 4,332,546 -241,917 -5%
KeyBank National Association
12
KeyBank National Association
Ohio
$608M 3,555,712 -408,672 -10%
MML Investors Services
13
MML Investors Services
Massachusetts
$583M 3,410,006 +342,816 +11%
M&T Bank
14
M&T Bank
New York
$573M 3,351,948 -453,452 -12%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$568M 3,322,909 -436,783 -12%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$462M 2,705,108 +2,705,033 +3,606,711%
Cerity Partners
17
Cerity Partners
New York
$460M 2,689,934 -1,022 -0%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$437M 2,556,712 -662,253 -21%
PAS
19
Park Avenue Securities
New York
$425M 2,489,669 +299,548 +14%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$405M 2,370,393 -60,472 -2%
FWI
21
Facet Wealth Inc
Maryland
$400M 2,328,489 -68,972 -3%
BTI
22
Blue Trust Inc
Georgia
$399M 2,333,555 +132,597 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$367M 2,147,899 +134,433 +7%
Raymond James Financial
24
Raymond James Financial
Florida
$336M 1,968,692 +107,664 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$332M 1,939,900 +140,296 +8%
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