ISHARES MSCI USA QUALITY FAC (QUAL) Institutional Ownership Changes & 13F Activity
ISHARES MSCI USA QUALITY FAC (QUAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include M&T Bank Corp, Bank Of America Corp, Wells Fargo & Company/Mn, Provida Pension Fund Administrator, and Steelhead Wealth Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Buy | +3,079,025 | +10479.3% | 3,108,407 | $596.22M | Q1 2026 | Sep 04, 2026 |
| Allie Family Office Llc | Buy | +3,356 | +86.9% | 7,218 | $1.38M | Q1 2026 | Sep 01, 2026 |
| Provida Pension Fund Administrator | Buy | +134,848 | — | 134,848 | $25.87M | Q1 2026 | Aug 28, 2026 |
| Dakota Wealth Management | Sell | -23 | -0.1% | 16,643 | $3.19M | Q1 2026 | Aug 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Sell | -53,606 | -60.5% | 35,000 | $6.71M | Q1 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +16,303 | — | 16,303 | $3.13M | Q1 2026 | Aug 07, 2026 |
| Capital Advisor Network Llc | Buy | +1,150 | — | 1,150 | $220.58K | Q1 2026 | Aug 06, 2026 |
| Robinswood Financial Llc | Buy | +14 | — | 14 | $2.69K | Q1 2026 | Jul 13, 2026 |
| Verus Capital Partners, Llc | Sell | -27,818 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Sell | -149,506 | -3.6% | 3,969,187 | $761.33M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -44 | -2.3% | 1,898 | $390.12K | Q1 2026 | Jul 01, 2026 |
| Wealthpoint Financial, Llc | Buy | +177 | +1.7% | 10,353 | $1.99M | Q1 2026 | Jun 26, 2026 |
| Steelhead Wealth Management Llc | Buy | +62,976 | — | 62,976 | $12.08M | Q1 2026 | Jun 16, 2026 |
| Truewealth Financial Partners | Buy | +3,887 | — | 3,887 | $745.56K | Q1 2026 | May 20, 2026 |
| Cadia Private Client Llc | Sell | -133 | -1.0% | 12,743 | $2.44M | Q1 2026 | May 20, 2026 |
| Hobbs Group Advisors, Llc | Sell | -108 | -1.7% | 6,260 | $1.20M | Q1 2026 | May 20, 2026 |
| Rmr Capital Management, Llc | Sell | -15 | -0.1% | 10,678 | $2.05M | Q1 2026 | May 20, 2026 |
| Soa Wealth Advisors, Llc. | Buy | +2 | — | 2 | $384.00 | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +16,755 | +65.8% | 42,229 | $8.10M | Q1 2026 | May 19, 2026 |
| Gts Financial, Llc | Buy | +10,784 | — | 10,784 | $1.84M | Q1 2026 | May 19, 2026 |
| Financial Insights, Inc. | Sell | -66 | -0.9% | 7,237 | $1.39M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +2,357,971 | +36.9% | 8,741,641 | $1.68B | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +31,053 | — | 31,053 | $5.95M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +17,470 | +106.0% | 33,947 | $6.51M | Q1 2026 | May 18, 2026 |
| Ifs Group,Llc | Buy | +7,435 | — | 7,435 | $1.43M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +3,523 | +2.4% | 151,213 | $29.00M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Sell | -2,205 | -10.0% | 19,903 | $3.82M | Q1 2026 | May 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +868 | +16.7% | 6,054 | $1.16M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -713 | -19.6% | 2,928 | $561.56K | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Buy | +596 | — | 596 | $114.37K | Q1 2026 | May 18, 2026 |
Frequently asked questions about QUAL activity
Which institutional owners are buying QUAL?
Institutional owners buying QUAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QUAL activity?
"Buy" means an investor increased their reported position in QUAL compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI USA QUALITY FAC (QUAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QUAL increasing?
Institutional interest in QUAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.