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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
19.72%
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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.94B +$114M +624,581 +2%
LPL Financial
2
LPL Financial
California
$3.56B +$234M +1,278,462 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.68B -$154M -844,255 -5%
Morgan Stanley
4
Morgan Stanley
New York
$1.85B +$105M +573,981 +6%
Bank of America
5
Bank of America
North Carolina
$1.37B -$1.87M -10,252 -0.1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.29B -$39.4M -215,735 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.28B +$9.3M +50,889 +0.7%
Wells Fargo
8
Wells Fargo
California
$952M -$34.7M -190,047 -4%
Ameriprise
9
Ameriprise
Minnesota
$909M -$30.9M -169,239 -3%
BlackRock
10
BlackRock
New York
$854M -$31M -169,804 -4%
UBS Group
11
UBS Group
Switzerland
$732M -$60.3M -329,597 -8%
Cerity Partners
12
Cerity Partners
New York
$687M +$195M +1,065,946 +40%
MML Investors Services
13
MML Investors Services
Massachusetts
$632M +$8.1M +44,285 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$619M +$11.7M +64,226 +2%
M&T Bank
15
M&T Bank
New York
$606M -$6.64M -36,303 -1%
KeyBank National Association
16
KeyBank National Association
Ohio
$580M -$69.6M -380,729 -11%
OWM
17
Orgel Wealth Management
Wisconsin
$540M +$196M +1,070,608 +57%
BTI
18
Blue Trust Inc
Georgia
$486M +$59.9M +327,395 +14%
FWI
19
Facet Wealth Inc
Maryland
$461M +$32.2M +174,714 +8%
PAS
20
Park Avenue Securities
New York
$451M -$4.52M -24,738 -1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$442M +$8.72M +47,699 +2%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$438M -$29M -158,632 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$386M -$6.27M -34,290 -2%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$384M +$38.6M +211,244 +11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$363M +$8.24M +45,088 +2%
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