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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
TC
301
Trilogy Capital
California
$12.5M -$2.88M -16,675 -20%
RBA
302
Richard Bernstein Advisors
New York
$12.4M -$179K -1,038 -2%
CA
303
Claro Advisors
Massachusetts
$12.4M -$1.83M -10,632 -14%
OCBCO
304
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.4M -$31.4M -182,040 -73%
WGC
305
Watts Gwilliam & Co
Arizona
$12.4M -$560K -3,243 -5%
FFG
306
Foundry Financial Group
New Hampshire
$12.4M +$494K +2,861 +4%
MWM
307
McNaughton Wealth Management
California
$12.2M +$759K +4,399 +7%
CFO
308
Custos Family Office
Texas
$12.2M +$74.7K +433 +0.7%
WQ
309
Wealth Quarterback
New Jersey
$12.2M -$2.73M -15,814 -19%
SRC
310
Shufro Rose & Co
New York
$12.1M -$314K -1,819 -2%
WTFG
311
Wood Tarver Financial Group
Idaho
$12M +$72.7K +421 +0.6%
EC
312
EdgeRock Capital
Colorado
$12M +$262K +1,518 +2%
GIA
313
Gladstone Institutional Advisory
Florida
$11.9M +$498K +2,885 +5%
5W
314
5T Wealth
California
$11.6M +$459K +2,657 +4%
FPW
315
Flagship Private Wealth
Massachusetts
$11.5M +$481K +2,788 +5%
ETC
316
Exchange Traded Concepts
Oklahoma
$11.1M +$3.04M +17,609 +41%
CWG
317
Crown Wealth Group
North Carolina
$11.1M +$1.08M +6,234 +11%
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$11.1M +$623K +3,611 +6%
KV
319
Kickstand Ventures
New York
$11.1M +$766K +4,441 +8%
HWM
320
Hobbs Wealth Management
Indiana
$10.9M +$1.67M +9,674 +19%
FAM
321
Forte Asset Management
New York
$10.9M -$448K -2,596 -4%
GCWM
322
Guided Capital Wealth Management
Texas
$10.9M -$115K -669 -1%
GA
323
GSG Advisors
New Jersey
$10.7M +$279K +1,616 +3%
SF
324
Summit Financial
New Jersey
$10.7M -$25.9M -150,080 -72%
SW
325
StrongBox Wealth
Missouri
$10.7M +$351K +2,036 +4%

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.