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iShares MSCI USA Quality Factor ETF

1,502 hedge funds and large institutions have $46.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 657 increasing their positions, 496 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 81

32% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 496

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: $42.8B → $46.4B (+$3.52B)

2% more funds holding

Funds holding: 1,4681,502 (+34)

0.74% more ownership

Funds ownership: 88.46%89.2% (+0.74%)

5% less funds holding in top 10

Funds holding in top 10: 248235 (-13)

Holders
1,502
Holders Change
+34
Holders Change %
+2.32%
% of All Funds
19.78%
Holding in Top 10
235
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-5.24%
% of All Funds
3.09%
New
139
Increased
657
Reduced
496
Closed
81
Calls
$3.27M
Puts
$2.54M
Net Calls
+$731K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
226
Meridian Wealth Partners
Pennsylvania
$19.8M -$11.6K -67 -0.1%
PA
227
PFG Advisors
Arizona
$19.7M +$8.8K +51 +0%
WA
228
Waverly Advisors
Alabama
$19.6M +$5.4M +31,302 +41%
PIA
229
Perennial Investment Advisors
California
$19.5M +$1.82M +10,526 +11%
AF
230
Allworth Financial
California
$19.4M -$471K -2,731 -3%
MCA
231
Midwest Capital Advisors
Michigan
$19.2M +$928K +5,379 +5%
SPIA
232
Strategic Point Investment Advisors
Rhode Island
$18.8M +$118K +684 +0.7%
RCG
233
Regatta Capital Group
California
$18.8M +$1.52M +8,817 +9%
TWP
234
Triad Wealth Partners
Kansas
$18.7M +$4.04M +23,387 +30%
SA
235
Skyline Advisors
Washington
$18.7M -$413K -2,392 -2%
WCG
236
Weaver Consulting Group
California
$18.7M -$1.63M -9,442 -8%
SI
237
Stephens Inc
Arkansas
$18.6M +$157K +908 +0.9%
KG
238
Kilter Group
New York
$18.5M +$1.22M +7,091 +8%
Creative Planning
239
Creative Planning
Kansas
$18.4M -$311K -1,803 -2%
JFG
240
Jefferies Financial Group
New York
$18.3M -$69.2K -401 -0.4%
CA
241
CGN Advisors
Kansas
$18.2M +$390K +2,257 +2%
Legacy Financial Group (Iowa)
242
Legacy Financial Group (Iowa)
Iowa
$18.2M +$1.13M +6,560 +7%
COI
243
Connable Office Inc
Michigan
$18.1M +$17.1M +98,993 New
AC
244
Apella Capital
Connecticut
$18.1M -$2.59M -14,999 -13%
TFA
245
Tobias Financial Advisors
Florida
$18M +$39.7K +230 +0.2%
TWM
246
Trinity Wealth Management
Pennsylvania
$17.7M +$124K +716 +0.7%
RIA
247
Regal Investment Advisors
Michigan
$17.5M +$189K +1,097 +1%
CFFP
248
Center for Financial Planning
Michigan
$17.4M -$114K -658 -0.7%
IDA
249
Intelligence Driven Advisers
California
$17.3M +$385K +2,231 +2%
BBWP
250
Beacon Bridge Wealth Partners
Pennsylvania
$17.3M +$402K +2,332 +3%

QUAL Hedge Fund Activity: Q2 2025 in Review

1,502 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2025, worth a combined $46.4B — up 8.2% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new QUAL positions and 81 closed out — a net gain of 58 holders — while 657 added to existing stakes and 496 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $425M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $467M.

  • 1,502 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2025, up from 1,468 in Q1 2025.
  • Funds reported $46.4B of iShares MSCI USA Quality Factor ETF stock for Q2 2025, up 8.2% quarter-over-quarter.
  • 139 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2025 and 81 closed out, a net change of +58 holders.
  • The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2025 was Gallagher Fiduciary Advisors, an estimated $425M added.
  • The largest iShares MSCI USA Quality Factor ETF seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $467M sold.

Based on aggregated 13F filings for Q2 2025.