iShares MSCI USA Quality Factor ETF

QUAL

Market cap $55B

Overview Fund Activity

191.29 USD

+0.50

0.26%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

192.59

+1.30

0.68%

1 day

0.26%

5 days

0.65%

1 month

1.7%

3 months

7.59%

6 months

10.51%

Year to date

7.7%

1 year

7.99%

5 years

84.2%

10 years

207.29%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

66% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 82

33% more repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 487

29% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.54M

8% more capital invested

Capital invested by funds: $42.7B [Q1] → $46.1B (+$3.4B) [Q2]

2% more funds holding

Funds holding: 1,449 [Q1] → 1,471 (+22) [Q2]

0.56% more ownership

Funds ownership: 88.1% [Q1] → 88.65% (+0.56%) [Q2]

7% less funds holding in top 10

Funds holding in top 10: 247 [Q1] → 229 (-18) [Q2]

See Fund Rankings

Financial journalist opinion

Based on 4 articles about QUAL published over the past 30 days

QUAL Vs PBUS: PBUS Wins, QUAL's Screening Adds No Value

Invesco MSCI USA ETF (PBUS) and iShares MSCI USA Quality Factor ETF (QUAL) are both rated as buys for US equity exposure. PBUS offers lower costs, lower portfolio turnover, and slightly better risk-adjusted returns compared to QUAL, making PBUS the preferred choice. QUAL's quality screening does not provide significant differentiation or outperformance versus PBUS, despite higher fees and turnover.

QUAL Vs PBUS: PBUS Wins, QUAL's Screening Adds No Value

Zacks Investment Research

Is iShares MSCI USA Quality Factor ETF (QUAL) a Strong ETF Right Now?

A smart beta exchange traded fund, the iShares MSCI USA Quality Factor ETF (QUAL) debuted on 07/16/2013, and offers broad exposure to the Style Box - All Cap Blend category of the market.

Is iShares MSCI USA Quality Factor ETF (QUAL) a Strong ETF Right Now?

Zacks Investment Research

ETFs to Consider as Goldman Sachs Flags AI Risks

Goldman Sachs warns of rising AI bubble risks, making diversification with equal-weight, value and quality ETFs a smart defensive move.

ETFs to Consider as Goldman Sachs Flags AI Risks

Zacks Investment Research

September Effect and ETFs: What Lies Ahead for Investors?

As the September effect looms over Wall Street, investors should eye defensive ETFs like consumer staples, gold and dividends to cushion volatility.

September Effect and ETFs: What Lies Ahead for Investors?

24/7 Wall Street

Here Are 6 ETFs Bill Gates Might Endorse for Everyday Investors

Key Points in This Article: Bill Gates' investing philosophy emphasizes stability, quality, and long-term value, drawing from the investment approach of his major charitable trust, the Bill & Melinda Gates Foundation Trust.

Here Are 6 ETFs Bill Gates Might Endorse for Everyday Investors

Zacks Investment Research

Is iShares MSCI USA Quality Factor ETF (QUAL) a Strong ETF Right Now?

The iShares MSCI USA Quality Factor ETF (QUAL) was launched on 07/16/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Blend category of the market.

Is iShares MSCI USA Quality Factor ETF (QUAL) a Strong ETF Right Now?

QUAL: Quality Stocks Losing Relative Steam, High Beta Favored

QUAL has underperformed the S&P 500 since April, with high-beta stocks outperforming quality-focused names. I maintain a hold rating due to QUAL's weak relative strength and premium valuation, trading at a high 24.2x P/E. The ETF's portfolio is concentrated in large-cap tech, with resistance near $187 and a neutral technical outlook.

QUAL: Quality Stocks Losing Relative Steam, High Beta Favored

Zacks Investment Research

ETFs to Consider for a Likely August Slump

With the possibility of S&P 500's momentum fading and equity outflows mounting, defensive ETFs like VIG, XLP and VXX draw investor focus.

ETFs to Consider for a Likely August Slump

Zacks Investment Research

ETF Strategies to Follow in 2H 2025

Markets hit new record with bets on a "Goldilocks" economy, but volatility persists. AI and international ETFs like QQQ, IVES and EZU could be good bets for 2H.

ETF Strategies to Follow in 2H 2025

Zacks Investment Research

Navigating Market Risks in the Second Half of 2025: ETFs to Consider

As policy risks rise and stagflation fears grow, investors turn to defensive ETFs to weather a volatile 2025 market.

Navigating Market Risks in the Second Half of 2025: ETFs to Consider

See News Rankings

Charts implemented using Lightweight Charts™