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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
SL
251
SWMG LLC
Texas
$16.9M +$4.33M +25,111 +38%
AssetMark Inc
252
AssetMark Inc
California
$16.9M +$1.34M +7,775 +9%
WDL
253
Well Done LLC
Michigan
$16.9M -$1.78M -10,328 -10%
FPGK
254
Financial Partners Group (Kansas)
Kansas
$16.9M +$1.67M +9,694 +12%
TWM
255
TSA Wealth Management
Texas
$16.9M -$301K -1,742 -2%
WWM
256
WJ Wealth Management
Arizona
$16.9M -$1.25M -7,243 -7%
IB
257
Intrust Bank
Kansas
$16.7M +$520K +3,011 +3%
SL
258
Sentinus LLC
Illinois
$16.4M +$719K +4,168 +5%
KDA
259
Kraft Davis & Associates
Missouri
$16.1M +$220K +1,274 +1%
PS
260
Principal Securities
Iowa
$16.1M +$4.98M +28,836 +49%
IA
261
IFG Advisory
Georgia
$16.1M +$143K +827 +0.9%
3F
262
360 Financial
Minnesota
$16.1M +$759K +4,397 +5%
WANY
263
Wealthspire Advisors (New York)
New York
$16M -$11.2M -64,617 -42%
SWM
264
Scissortail Wealth Management
Oklahoma
$16M +$531K +3,074 +4%
BWM
265
BCGM Wealth Management
Indiana
$15.9M +$536K +3,103 +4%
EPA
266
Element Pointe Advisors
Florida
$15.5M +$450K +2,607 +3%
SCA
267
Snowden Capital Advisors
New York
$15.5M -$561K -3,250 -4%
WPW
268
Watershed Private Wealth
Illinois
$15.3M +$933K +5,409 +7%
CFSG
269
Community Financial Services Group
Vermont
$15.3M +$203K +1,176 +1%
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
$14.9M +$6.68M +38,727 +90%
BIA
271
Bell Investment Advisors
California
$14.8M +$713K +4,132 +5%
MP
272
Moment Partners
California
$14.6M +$965K +5,590 +8%
GRP
273
Global Retirement Partners
California
$14.5M +$13.6M +79,047 New
CAL
274
Capital Analysts LLC
Pennsylvania
$14.2M +$4.53M +26,234 +51%
SW
275
Simplicity Wealth
New Jersey
$14.2M +$5.75M +33,327 +76%

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.