We are live on ! Find out more
QUAL icon

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
GSWM
426
Golden State Wealth Management
California
$6.64M +$864K +5,007 +16%
VCP
427
Verus Capital Partners
Arizona
$6.57M +$300K +1,737 +5%
GWANC
428
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.56M +$32.3K +187 +0.5%
LIM
429
Leavell Investment Management
Alabama
$6.54M -$86.5K -501 -1%
BWMG
430
Barnes Wealth Management Group
California
$6.49M +$396K +2,293 +7%
MYIA
431
Mount Yale Investment Advisors
Colorado
$6.46M -$6.04K -35 -0.1%
PCA
432
Peddock Capital Advisors
Massachusetts
$6.45M +$2.5M +14,468 +70%
C1AG
433
Client 1st Advisory Group
Florida
$6.4M +$106K +614 +2%
Mirae Asset Global Investments
434
Mirae Asset Global Investments
South Korea
$6.4M -$6.04M -35,000 -50%
RSWM
435
Robertson Stephens Wealth Management
California
$6.31M -$310K -1,794 -5%
MCM
436
MAI Capital Management
Ohio
$6.28M -$213K -1,235 -3%
ONB
437
Old National Bancorp
Indiana
$6.19M +$492K +2,853 +9%
FCP
438
Fidelis Capital Partners
Florida
$6.08M -$703K -4,072 -11%
DL
439
DOHJ LLC
Washington
$6.07M +$2.82M +16,324 +79%
SWM
440
Sculati Wealth Management
Michigan
$6.03M +$5.69M +32,970 New
FRA
441
FFG Retirement Advisors
Colorado
$6.01M +$970K +5,618 +21%
VIM
442
Vista Investment Management
Pennsylvania
$6M +$49.9K +289 +0.9%
UW
443
Unique Wealth
Florida
$5.99M +$1.32M +7,655 +30%
CA
444
Capital Advantage
California
$5.98M +$869K +5,034 +18%
CCA
445
Cora Capital Advisors
New Jersey
$5.95M -$370K -2,142 -6%
LGW
446
Leslie Global Wealth
Illinois
$5.94M -$2.28M -13,193 -29%
KCM
447
KM Capital Management
Texas
$5.89M +$700K +4,058 +14%
VT
448
Vise Technologies
New York
$5.87M +$5.54M +32,082 New
MSA
449
Marino Stram & Associates
Massachusetts
$5.84M +$288K +1,667 +6%
QCM
450
Quantinno Capital Management
New York
$5.78M +$3.32M +19,222 +155%

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.