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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
APA
451
Astoria Portfolio Advisors
New York
$5.75M +$279K +1,615 +6%
AQR Capital Management
452
AQR Capital Management
Connecticut
$5.58M +$1.88M +10,868 +55%
AC
453
Avant Capital
Louisiana
$5.58M -$36.8K -213 -0.7%
AC
454
Annandale Capital
Texas
$5.54M +$852K +4,938 +19%
WFS
455
WealthGarden F.S.
California
$5.53M -$684K -3,963 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
456
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.52M +$5.21M +30,200 New
CIA
457
Capital Investment Advisors
Georgia
$5.52M +$386K +2,239 +8%
KWS
458
Keystone Wealth Services
California
$5.52M +$16.2K +94 +0.3%
AC
459
AlphaCore Capital
California
$5.52M -$50.9K -295 -1%
PPWM
460
PFG Private Wealth Management
Florida
$5.52M +$119K +687 +2%
GWP
461
Gateway Wealth Partners
Wisconsin
$5.48M +$836K +4,845 +19%
HPM
462
Hoxton Planning & Management
West Virginia
$5.43M +$51.4K +298 +1%
TA
463
TruWealth Advisors
Louisiana
$5.43M +$652K +3,778 +15%
WWG
464
West Wealth Group
California
$5.43M +$288K +1,669 +6%
PCIG
465
Partners Capital Investment Group
Massachusetts
$5.42M -$12.4M -71,749 -71%
MLA
466
My Legacy Advisors
Oregon
$5.4M +$161K +935 +3%
ISFAN
467
Investor's Fiduciary Advisor Network
Washington
$5.39M -$96K -556 -2%
IC
468
Inscription Capital
Texas
$5.39M -$622K -3,605 -11%
TC
469
Trust Company
Kansas
$5.38M +$920K +5,330 +22%
WWM
470
Western Wealth Management
Colorado
$5.38M -$239K -1,387 -4%
ACM
471
Avalon Capital Management
California
$5.37M -$98.2K -569 -2%
WIA
472
World Investment Advisors
California
$5.35M -$277K -1,604 -5%
EFG
473
Ethos Financial Group
Pennsylvania
$5.34M -$48.3K -280 -1%
SAG
474
SageView Advisory Group
California
$5.24M -$207K -1,197 -4%
IAA
475
Ironsides Asset Advisors
North Carolina
$5.23M -$4.11M -23,789 -45%

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.