iShares MSCI USA Quality Factor (QUAL) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling QUAL?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for iShares MSCI USA Quality Factor, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on QUAL?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for iShares MSCI USA Quality Factor.

Is institutional money flowing into QUAL?

164 institutional investors hold iShares MSCI USA Quality Factor (QUAL). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about QUAL?

Track institutional sentiment and conviction scores for iShares MSCI USA Quality Factor (QUAL) including Smart Money Verdict and position changes on HoldingsIntel.

iShares MSCI USA Quality Factor

QUAL·46432F339·US·etf·Unknown - Unknown-13D/G

USA QUALITY FCTR

QUAL (iShares MSCI USA Quality Factor) is held by 164 institutional investors as of Q4 2025. Largest holders: FMR LLC ($3.5B), ENVESTNET ASSET MANAGEMENT INC ($3.3B), LPL Financial LLC ($3.2B). Net institutional sentiment: Mixed.

164

Holders

Avg rating(18 Elite)

$27.7B

Total Value

45% (169)

Fund Consensus

72 buying - 89 selling

Smart Money VerdictView all

53Mixed MomentumSplit Signals

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See how QUAL's score breaks down across 4 SEC sources

Held by 164 funds

18 elite

Who's Trading

ActivistFMR LLC7.3%Feb 5, 2026

Activist

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	17.6M(+11.7%)	$3.5B	0.2%	+12.25%	43
ENVESTNET ASSET MANAGEMENT INC	Decreased	16.7M(-35.9%)	$3.3B	1.0%	+59.14%	0
LPL Financial LLC	Decreased	16.2M(-12.7%)	$3.2B	0.9%	+59.17%	0
MORGAN STANLEY	Decreased	9M(-6.4%)	$1.8B	0.1%	+19.65%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	6.4M(-4.6%)	$1.3B	0.7%	+64.81%	0
BANK OF AMERICA CORP /DE/	Decreased	6.4M(-10.7%)	$1.3B	0.1%	+14.41%	0
JPMORGAN CHASE & CO	Decreased	4.5M(-30.3%)	$884.1M	0.1%	+14.69%	0
WELLS FARGO & COMPANY/MN	Decreased	4.1M(-4.3%)	$818.1M	0.1%	+42.70%	0
AMERIPRISE FINANCIAL INC	Decreased	4M(-13.3%)	$785.4M	0.2%	+58.78%	0
UBS Group AG	Decreased	3.7M(-4.9%)	$738.5M	0.1%	+109.91%	0
Cerity Partners LLC	Decreased	3.5M(-4.9%)	$700.9M	1.0%	+37.91%	0
BlackRock, Inc.	Decreased	3.1M(-28.4%)	$616.8M	0.0%	+14.68%	0
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	2.7M(-7.3%)	$528.5M	1.9%	+116.72%	0
Focus Partners Wealth	Increased	2.4M(+11.2%)	$474.1M	0.5%	+15.53%	49
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	2M(-11.7%)	$394.9M	0.2%	+42.42%	0
RAYMOND JAMES FINANCIAL INC	Decreased	2M(-3.5%)	$391.2M	0.1%	+14.37%	0
MML INVESTORS SERVICES, LLC	Decreased	1.9M(-25.8%)	$367.6M	0.9%	+45.28%	0
ROYAL BANK OF CANADA	Decreased	1.7M(-5.9%)	$343.1M	0.1%	+14.62%	0
Haverford Trust Co	Increased	1.7M(+2.5%)	$341.7M	3.0%	+22.01%	58
STIFEL FINANCIAL CORP	Decreased	1.6M(-7.7%)	$316.4M	0.3%	+48.38%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	1.6M(-3.3%)	$308.8M	0.0%	+12.02%	0
Cetera Investment Advisers	Decreased	1.5M(-25.4%)	$303.9M	0.3%	+35.03%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.4M(-16.8%)	$269.2M	0.4%	+54.03%	0
HighTower Advisors, LLC	Decreased	1.3M(-2.8%)	$258.4M	0.3%	+49.64%	0
MERCER GLOBAL ADVISORS INC /ADV	Increased	1.4M(+21.2%)	$221.1M	0.3%	+73.94%	44
GOLDMAN SACHS GROUP INC	Increased	1.1M(+403.6%)	$220.3M	0.0%	+3.18%	49
Envestnet Portfolio Solutions, Inc.	Decreased	1.1M(-42.6%)	$217.2M	0.8%	+49.97%	0
OSAIC HOLDINGS, INC.	Decreased	867,313(-23.7%)	$172.4M	0.3%	+48.68%	0
SCS Capital Management LLC	Decreased	837,390(-32.7%)	$166.3M	1.8%	+19.96%	0
Bank of New York Mellon Corp	Decreased	785,766(-36.5%)	$156.1M	0.0%	+45.44%	0
Kestra Advisory Services, LLC	Increased	727,584(+32.2%)	$144.5M	0.6%	+28.63%	54
NewEdge Advisors, LLC	Decreased	714,153(-34.5%)	$141.8M	0.5%	+34.54%	0
Mariner, LLC	Increased	687,099(+24.5%)	$136.5M	0.2%	+25.02%	44
Corient Private Wealth LLC	Increased	664,367(+2.6%)	$132M	0.2%	+71.10%	37
OneDigital Investment Advisors LLC	Decreased	650,190(-37.1%)	$129.1M	1.3%	+46.45%	0
&PARTNERS	Decreased	609,636(-4.1%)	$121.1M	0.6%	+11.71%	0
D.A. DAVIDSON & CO.	Increased	599,698(+2.6%)	$119.1M	0.7%	+80.63%	43
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	580,624(+11.8%)	$115.3M	0.7%	+33.09%	47
Sanctuary Advisors, LLC	Decreased	567,790(-34.2%)	$112.8M	0.6%	+19.24%	0
Savant Capital, LLC	Decreased	548,003(-3.4%)	$108.8M	0.6%	+61.80%	0
Integrated Wealth Concepts LLC	Decreased	524,607(-45.0%)	$104.2M	1.2%	+69.10%	0
JOHNSON INVESTMENT COUNSEL INC	Increased	488,614(+1.7%)	$97M	0.8%	+99.66%	43
Merit Financial Group, LLC	Decreased	465,944(-33.2%)	$92.5M	0.7%	+22.44%	0
Equitable Holdings, Inc.	Decreased	458,517(-2.6%)	$91.1M	0.6%	+60.43%	0
TWO SIGMA INVESTMENTS, LP	Decreased	408,800(-78.8%)	$81.2M	0.1%	+14.31%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	403,748(-0.8%)	$80.2M	0.2%	+56.48%	0
Private Advisor Group, LLC	Decreased	400,404(-13.8%)	$79.5M	0.4%	+48.87%	0
Rockefeller Capital Management L.P.	Increased	396,218(+36.1%)	$78.7M	0.1%	+25.75%	46
Cresset Asset Management, LLC	Decreased	375,852(-17.3%)	$74.7M	0.3%	+43.11%	0
JONES FINANCIAL COMPANIES LLLP	Increased	357,323(+8.5%)	$71M	0.0%	+13.64%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	344,822(+0.3%)	$70M	0.1%	+54.97%	30
AE Wealth Management LLC	Decreased	324,486(-32.0%)	$64.4M	0.4%	+54.65%	0
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	317,375(-15.9%)	$63M	0.2%	+51.48%	0
Steward Partners Investment Advisory, LLC	Decreased	288,830(-9.5%)	$57.4M	0.3%	+78.65%	0
US BANCORP \DE\	Decreased	279,559(-24.9%)	$55.5M	0.1%	+83.52%	0
ALLIANCEBERNSTEIN L.P.	Decreased	251,788(-6.6%)	$50M	0.0%	+34.63%	0
STATE OF MICHIGAN RETIREMENT SYSTEM	Decreased	245,049(-0.5%)	$48.7M	0.2%	+32.04%	0
Baird Financial Group, Inc.	Decreased	243,321(-8.7%)	$48.3M	0.1%	+56.41%	0
GLENMEDE TRUST CO NA	Decreased	217,142(-21.8%)	$43.1M	0.2%	+49.01%	0
Farther Finance Advisors, LLC	Decreased	208,567(-0.1%)	$41.4M	0.4%	+28.57%	0
Pinnacle Financial Partners, Inc.	New	183,788	$36.5M	0.3%	+1.09%	48
FRANKLIN RESOURCES INC	Decreased	169,032(-0.1%)	$33.6M	0.0%	+65.12%	0
Dynasty Wealth Management, LLC	Decreased	167,910(-71.2%)	$33.4M	0.3%	+15.72%	0
TRUIST FINANCIAL CORP	Decreased	157,959(-40.0%)	$31.4M	0.0%	+45.90%	0
Aptus Capital Advisors, LLC	Increased	149,836(+0.2%)	$29.8M	0.2%	+22.01%	34
NewEdge Wealth, LLC	Increased	136,107(+99.3%)	$27M	0.3%	+17.85%	55
COMERICA BANK	Decreased	121,563(-7.0%)	$24.1M	0.1%	+31.23%	0
AGF MANAGEMENT LTD	Decreased	121,376(-4.1%)	$24.1M	0.1%	+24.34%	0
Lido Advisors, LLC	Increased	115,409(+0.9%)	$22.5M	0.1%	+19.71%	29
Orion Porfolio Solutions, LLC	Decreased	109,670(-21.5%)	$21.8M	0.2%	+41.98%	0
Sequoia Financial Advisors, LLC	Increased	108,535(+2.9%)	$21.6M	0.1%	+16.31%	35
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Decreased	106,924(-11.2%)	$21.2M	0.1%	+43.58%	0
Allworth Financial LP	Decreased	104,563(-1.7%)	$20.8M	0.1%	+107.53%	0
Creative Planning	Increased	104,217(+1.7%)	$20.7M	0.0%	+47.10%	29
Jefferies Financial Group Inc.	Increased	91,759(+0.2%)	$18.2M	0.1%	+14.38%	28
Mirae Asset Global Investments Co., Ltd.	Increased	88,606(+153.2%)	$17.6M	0.0%	+13.79%	46
Wealthspire Advisors, LLC	Increased	87,164(+0.5%)	$17.3M	0.1%	+16.84%	34
Waverly Advisors, LLC	Decreased	85,726(-18.4%)	$17M	0.1%	+17.01%	0
BANK OF MONTREAL /CAN/	Increased	73,599(+34.1%)	$14.6M	0.0%	+6.32%	36
Quantinno Capital Management LP	Increased	65,370(+33.8%)	$13M	0.0%	+8.88%	36
BANK OF NOVA SCOTIA	Decreased	63,695(-43.9%)	$12.7M	0.0%	+10.96%	0
AQR CAPITAL MANAGEMENT LLC	Increased	56,575(+46.7%)	$11.2M	0.0%	+9.04%	38
Qube Research & Technologies Ltd	Increased	56,427(+27.1%)	$11.2M	0.0%	+4.80%	35
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	56,138(+8.9%)	$11.2M	0.1%	+23.04%	30
EXCHANGE TRADED CONCEPTS, LLC	Increased	54,699(+1.9%)	$10.9M	0.1%	+13.60%	28
ASSETMARK, INC	Decreased	54,287(-28.0%)	$10.8M	0.0%	+29.41%	0
BROWN ADVISORY INC	Decreased	51,357(-0.1%)	$10.2M	0.0%	+79.10%	0
NATIONAL BANK OF CANADA /FI/	Increased	49,114(+6.0%)	$9.8M	0.0%	+38.19%	29
MAI Capital Management	Increased	48,322(+39.3%)	$9.6M	0.1%	+43.59%	37
NORTHERN TRUST CORP	Increased	46,919(+0.9%)	$9.3M	0.0%	+36.83%	28
Vident Advisory, LLC	Decreased	46,738(-2.9%)	$9.3M	0.1%	+31.78%	0
RWA WEALTH PARTNERS, LLC	Decreased	43,034(-61.0%)	$8.5M	0.1%	+25.12%	0
CITADEL ADVISORS LLC	Increased	42,389(+525.6%)	$8.4M	0.0%	+2.73%	44
Nuveen, LLC	Unchanged	42,462	$7.7M	0.0%	+20.19%	0
HSBC HOLDINGS PLC	Increased	37,378(+8.0%)	$7.4M	0.0%	+36.04%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	33,607(-63.1%)	$6.7M	0.0%	+5.49%	0
Beacon Pointe Advisors, LLC	Decreased	32,446(-2.3%)	$6.4M	0.0%	+29.62%	0
BLAIR WILLIAM & CO/IL	Increased	28,609(+9.2%)	$5.7M	0.0%	+31.45%	30
EP Wealth Advisors, LLC	Increased	26,701(+20.4%)	$5.3M	0.0%	+19.18%	32
M&T BANK CORP	Decreased	29,382(-99.1%)	$5M	0.0%	+88.01%	0
Banco Santander, S.A.	Decreased	21,031(-0.0%)	$4.2M	0.0%	+57.22%	0
AXXCESS WEALTH MANAGEMENT, LLC	Increased	20,741(+2.3%)	$4.1M	0.1%	+19.71%	27
HB Wealth Management, LLC	Increased	20,611(+13.3%)	$4.1M	0.0%	+9.89%	30
PINEBRIDGE INVESTMENTS LLC	New	20,275	$4M	0.0%	+1.09%	37
TD Waterhouse Canada Inc.	Decreased	19,837(-1.1%)	$3.9M	0.0%	+26.92%	0
DAVENPORT & Co LLC	Decreased	19,281(-12.0%)	$3.8M	0.0%	+25.67%	0
Pathstone Holdings, LLC	Decreased	18,892(-2.3%)	$3.8M	0.0%	+16.92%	0
FIFTH THIRD BANCORP	Decreased	17,936(-12.1%)	$3.6M	0.0%	+92.53%	0
BROWN BROTHERS HARRIMAN & CO	Increased	16,758(+103.0%)	$3.3M	0.0%	+7.09%	43
QRG CAPITAL MANAGEMENT, INC.	Increased	16,204(+6.7%)	$3.2M	0.0%	+13.84%	28
IEQ CAPITAL, LLC	Decreased	15,601(-3.5%)	$3.1M	0.0%	+25.20%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	14,500(+215.2%)	$2.9M	0.0%	+2.28%	42
GREENLEAF TRUST	Decreased	13,675(-0.5%)	$2.7M	0.0%	+82.48%	0
Tidal Investments LLC	New	13,437	$2.7M	0.0%	+1.09%	36
BENJAMIN EDWARDS INC	Decreased	13,412(-24.8%)	$2.7M	0.0%	+15.67%	0
Gotham Asset Management, LLC	Decreased	12,733(-5.5%)	$2.5M	0.0%	+8.15%	0
MATHER GROUP, LLC.	Decreased	10,980(-38.8%)	$2.2M	0.0%	+24.78%	0
Vontobel Holding Ltd.	Unchanged	10,875	$2.2M	0.0%	+52.41%	0
FIRST TRUST ADVISORS LP	Decreased	10,158(-1.3%)	$2M	0.0%	+44.52%	0
CITIGROUP INC	Decreased	9,684(-78.2%)	$1.9M	0.0%	+14.32%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	8,931(+245.9%)	$1.8M	0.0%	+4.95%	42
HUNTINGTON NATIONAL BANK	Increased	7,358(+2.0%)	$1.5M	0.0%	+33.94%	26
Fisher Asset Management, LLC	Increased	7,175(+129.4%)	$1.4M	0.0%	+13.13%	41
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	6,761(+59.0%)	$1.3M	0.0%	+7.76%	36
Wealthfront Advisers LLC	Increased	6,028(+49.5%)	$1.2M	0.0%	+20.54%	35
XTX Topco Ltd	New	6,028	$1.2M	0.0%	+1.09%	35
Vanguard Personalized Indexing Management, LLC	Increased	5,717(+4.7%)	$1.1M	0.0%	+18.23%	26
Financial Engines Advisors L.L.C.	Increased	5,313(+51.8%)	$1.1M	0.0%	+3.59%	35
Empower Advisory Group, LLC	Increased	5,293(+17.1%)	$1.1M	0.0%	+14.11%	29
Bank Julius Baer & Co. Ltd, Zurich	Increased	5,192(+2.8%)	$1M	0.0%	+44.93%	26
VANGUARD GROUP INC	Increased	5,053(+8.6%)	$1M	0.0%	+12.46%	19
FIRST MANHATTAN CO. LLC.	Decreased	4,821(-6.1%)	$957,547	0.0%	+75.82%	0
PRINCIPAL FINANCIAL GROUP INC	Unchanged	4,701	$933,713	0.0%	+28.22%	0
CIBC Private Wealth Group LLC	Increased	4,676(+0.5%)	$928,845	0.0%	+35.19%	25
COMMERCE BANK	Increased	4,584(+5.9%)	$910,474	0.0%	+45.77%	26
Compagnie Lombard Odier SCmA	Unchanged	4,220	$838,176	0.0%	+12.02%	0
Boston Trust Walden Corp	Decreased	3,748(-6.3%)	$744,428	0.0%	+111.31%	0
CULLEN/FROST BANKERS, INC.	Decreased	3,439(-2.0%)	$683,054	0.0%	+5.40%	0
Kovitz Investment Group Partners, LLC	Decreased	3,369(-99.0%)	$669,348	0.0%	+17.60%	0
Rathbones Group PLC	Increased	3,329(+18.2%)	$661,205	0.0%	+30.42%	29
TUDOR INVESTMENT CORP ET AL	New	3,047	$605,195	0.0%	+1.09%	34
Neuberger Berman Group LLC	Increased	3,027(+17.1%)	$601,260	0.0%	+9.57%	28
MILLENNIUM MANAGEMENT LLC	New	2,560	$508,467	0.0%	+1.09%	33
Empowered Funds, LLC	New	2,470	$490,592	0.0%	+1.09%	33
ZACKS INVESTMENT MANAGEMENT	Increased	2,282(+108.2%)	$453,206	0.0%	+2.90%	39
London & Capital Asset Management Ltd	New	2,213	$439,568	0.0%	+1.09%	33
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	2,207	$438,354	0.0%	+1.09%	33
Russell Investments Group, Ltd.	Increased	2,077(+0.2%)	$412,576	0.0%	+22.82%	24
Clark Capital Management Group, Inc.	Increased	2,006(+7.5%)	$398,385	0.0%	+13.11%	26
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Unchanged	1,462	$290,381	0.0%	+48.62%	0
REGIONS FINANCIAL CORP	New	1,265	$251,255	0.0%	+1.09%	32
FAYEZ SAROFIM & CO	Unchanged	1,149	$228,214	0.0%	+4.94%	0
KING LUTHER CAPITAL MANAGEMENT CORP	Increased	1,112(+0.3%)	$220,865	0.0%	+11.98%	23
Marex Group plc	Decreased	1,100(-6.5%)	$218,482	0.0%	+4.94%	0
CIBC WORLD MARKET INC.	Decreased	1,100(-4.2%)	$218,482	0.0%	+14.98%	0
JANE STREET GROUP, LLC	New	1,076	$213,716	0.0%	+1.09%	35
Trexquant Investment LP	New	1,015	$201,599	0.0%	+1.09%	32
DEUTSCHE BANK AG\	Decreased	424(-12.0%)	$84,215	0.0%	+10.90%	0
Federation des caisses Desjardins du Quebec	Unchanged	400	$79,444	0.0%	+18.72%	0
First Command Advisory Services, Inc.	Increased	374(+16.5%)	$74,284	0.0%	+14.12%	25
GROUP ONE TRADING LLC	New	100	$19,862	0.0%	+1.09%	29
WHITTIER TRUST CO	Unchanged	82	$16,639	0.0%	+18.00%	0
HRT FINANCIAL LP	Decreased	6,925(-77.8%)	$1,375	0.0%	+4.94%	0
BARCLAYS PLC	Decreased	4(-94.6%)	$794	0.0%	+13.24%	0
D. E. Shaw & Co., Inc.	Exited	0(-100.0%)	$3.8M	0.0%	+6.77%	0
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Exited	0(-100.0%)	$12.1M	0.0%	+7.09%	0
Squarepoint Ops LLC	Exited	0(-100.0%)	$698,061	0.0%	+21.15%	0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Exited	0(-100.0%)	$5.3M	0.0%	+14.64%	0
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	Exited	0(-100.0%)	$106M	0.0%	+8.07%	0

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