Who Owns QUAL?
iShares MSCI USA Quality Factor ETF — Institutional Ownership & 13F Holdings
$207.51
+1.73 (+0.84%)
Market Cap
$49.4B
Shares Outstanding
240,994,993
Institutional Holders
1,431
Total Inst. Value
$27.8B
% of Float Held
—
QoQ Holder Change
+689
Institutional data as of Q1 2025
New Positions
403
Closed Positions
88
Increased
534
Decreased
348
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FMR LLC | $2.7B | 15,512,079 |
| 2 | MORGAN STANLEY | $1.6B | 9,554,231 |
| 3 | BANK OF AMERICA CORP /DE/ | $1.3B | 7,478,803 |
| 4 | JPMORGAN CHASE & CO | $1.2B | 6,961,450 |
| 5 | WELLS FARGO & COMPANY/MN | $922.7M | 5,399,105 |
| 6 | AMERIPRISE FINANCIAL INC | $878.9M | 5,143,391 |
| 7 | BlackRock, Inc. | $827.6M | 4,842,787 |
| 8 | Bank Julius Baer & Co. Ltd, Zurich | $758.4M | 3,925 |
| 9 | UBS Group AG | $740.4M | 4,332,546 |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | $607.6M | 3,555,712 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +461K | $1.6B |
| JPMORGAN CHASE & CO | +381K | $1.2B |
| WELLS FARGO & COMPANY/MN | +50K | $922.7M |
| AMERIPRISE FINANCIAL INC | +324K | $878.9M |
| BlackRock, Inc. | +239K | $827.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Horizon Investments, LLC | -1.1M | $4.1M |
| Bank of New York Mellon Corp | -764K | $236.2M |
| FMR LLC | -629K | $2.7B |
| Connecticut Wealth Management, LLC | -500K | $188.0M |
| KEYBANK NATIONAL ASSOCIATION/OH | -409K | $607.6M |
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Frequently Asked Questions
How many institutional investors hold QUAL?
As of Q1 2025, 1431 institutional investors report holding QUAL (iShares MSCI USA Quality Factor ETF) in their 13F filings.
Which hedge fund owns the most QUAL?
The largest institutional holder of QUAL is FMR LLC with $2.7B in shares.
Are institutions buying or selling QUAL?
This quarter, 403 institutions opened new positions in QUAL and 88 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.