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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
FFS
401
Founders Financial Securities
Maryland
$7.44M +$282K +1,636 +4%
GWP
402
Gen-Wealth Partners
Michigan
$7.42M +$463K +2,685 +7%
BAM
403
BOS Asset Management
Illinois
$7.41M +$410K +2,376 +6%
PLU
404
Performa Ltd (US)
South Carolina
$7.37M +$300K +1,741 +5%
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$7.35M +$409K +2,368 +6%
AL
406
ADE LLC
Maryland
$7.23M +$522K +3,022 +8%
WC
407
Waterloo Capital
Texas
$7.23M -$5.26M -30,484 -44%
SVWG
408
Shared Vision Wealth Group
United States
$7.19M +$157K +908 +2%
LAS
409
Legacy Advisory Services
Pennsylvania
$7.13M +$13.5K +78 +0.2%
AA
410
Armis Advisers
Georgia
$7.12M +$1.01M +5,879 +18%
ECA
411
Elevation Capital Advisory
Oregon
$7.09M +$6.69M +38,757 New
CWM
412
Cabot Wealth Management
Massachusetts
$7.07M +$144K +835 +2%
BBA
413
Braun-Bostich & Associates
Pennsylvania
$7.06M +$174K +1,006 +3%
LCC
414
Lincoln Capital Corp
Rhode Island
$7.04M -$55.6K -322 -0.8%
WIM
415
WealthPlan Investment Management
Nebraska
$7.04M +$6.64M +38,502 New
SAS
416
Sage Advisory Services
Texas
$7M +$110K +638 +2%
FAM
417
Formidable Asset Management
Ohio
$7M
IFA
418
Interactive Financial Advisors
Illinois
$6.92M -$440K -2,551 -6%
LF
419
Lantz Financial
Illinois
$6.87M +$410K +2,378 +7%
BCM
420
Boreal Capital Management
Florida
$6.84M +$6.46M +37,425 New
TAM
421
Titleist Asset Management
Texas
$6.84M +$498K +2,885 +8%
AFG
422
Atomi Financial Group
New York
$6.73M +$1.35M +7,837 +27%
AWE
423
Avidian Wealth Enterprises
Texas
$6.71M +$293K +1,695 +5%
Lido Advisors
424
Lido Advisors
California
$6.71M -$483K -2,798 -7%
SC
425
Soundwatch Capital
Connecticut
$6.67M +$420M +2,434,556 +72,285%

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.