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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
Brown Advisory
351
Brown Advisory
Maryland
$9.22M +$150K +868 +2%
MCA
352
Magnolia Capital Advisors
Mississippi
$9.17M +$7.48M +43,319 +633%
QPWM
353
Quadrant Private Wealth Management
Pennsylvania
$9.11M +$828K +4,796 +11%
NFC
354
Northeast Financial Consultants
Connecticut
$9.09M -$48.3K -280 -0.6%
SF
355
Symphony Financial
Texas
$9.07M +$3.91M +22,656 +65%
TVM
356
True Vision MN
Minnesota
$9.04M +$187K +1,085 +2%
CA
357
CoreCap Advisors
Michigan
$9.03M +$291K +1,689 +4%
ASN
358
Advisory Services Network
Georgia
$8.99M +$187K +1,085 +2%
KAS
359
KPP Advisory Services
Kentucky
$8.96M +$238K +1,379 +3%
NYLIM
360
New York Life Investment Management
New York
$8.94M -$2.82M -16,348 -25%
BRWM
361
Blue Rock Wealth Management
North Carolina
$8.93M +$316K +1,830 +4%
WA
362
WBH Advisory
Maryland
$8.93M -$2.2M -12,730 -21%
National Bank of Canada
363
National Bank of Canada
Quebec, Canada
$8.88M +$501K +2,903 +6%
GP
364
Geneva Partners
Wisconsin
$8.88M -$945K -5,473 -10%
HI
365
Harbour Investments
Wisconsin
$8.87M +$725K +4,200 +9%
AWA
366
ARQ Wealth Advisors
Arizona
$8.77M
MA
367
Mutual Advisors
Nebraska
$8.69M +$264K +1,529 +3%
RPCA
368
Running Point Capital Advisors
California
$8.67M -$2.23M -12,940 -21%
FLA
369
Financial Life Advisors
Texas
$8.64M +$228K +1,324 +3%
CWM
370
Centurion Wealth Management
Virginia
$8.59M +$1.46M +8,487 +22%
HCM
371
Highview Capital Management
Illinois
$8.56M +$1.03M +5,983 +15%
Northern Trust
372
Northern Trust
Illinois
$8.55M +$1.3M +7,560 +19%
MAG
373
MRA Advisory Group
New Jersey
$8.53M -$88K -510 -1%
CG
374
Cynosure Group
Utah
$8.5M +$30.4K +176 +0.4%
MCM
375
M1 Capital Management
Michigan
$8.42M +$530K +3,069 +7%

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.