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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
BRWA
476
B. Riley Wealth Advisors
Florida
$5.21M +$4.92M +28,482 New
TSWM
477
Tyler-Stone Wealth Management
Ohio
$5.17M +$362K +2,096 +8%
VPP
478
Vertex Planning Partners
Illinois
$5.17M +$623K +3,607 +15%
BCG
479
Breakwater Capital Group
New Jersey
$5.13M +$421K +2,441 +10%
CC
480
Copperleaf Capital
North Carolina
$5.13M +$138K +798 +3%
GM
481
GeoWealth Management
Illinois
$5.1M -$75.9K -440 -2%
FEG
482
Financial Enhancement Group
Indiana
$5.08M -$78.2K -453 -2%
CAAM
483
Cornerstone Advisors Asset Management
Pennsylvania
$5.06M -$168K -973 -3%
RFA
484
Rollins Financial Advisors
New York
$5M -$463K -2,681 -9%
AF
485
Apollon Financial
South Carolina
$4.96M +$285K +1,654 +6%
WF
486
Warner Financial
Maryland
$4.96M -$132K -765 -3%
AMM
487
American Money Management
California
$4.95M +$683K +3,956 +17%
AWM
488
Alterna Wealth Management
Texas
$4.92M +$19.3K +112 +0.4%
William Blair & Company
489
William Blair & Company
Illinois
$4.92M +$723K +4,187 +18%
AC
490
Avestar Capital
New York
$4.88M -$104K -602 -2%
FIM
491
Freedom Investment Management
Connecticut
$4.84M -$223K -1,290 -5%
O3W
492
Omni 360 Wealth
New Jersey
$4.79M +$91.8K +532 +2%
LJAC
493
L.J. Altfest & Co
New York
$4.79M +$3.64M +21,110 +415%
PFS
494
Prospera Financial Services
Texas
$4.75M +$361K +2,092 +9%
HWA
495
HMV Wealth Advisors
Louisiana
$4.72M +$4.46M +25,845 New
TC
496
Tacita Capital
Ontario, Canada
$4.72M +$46.4K +269 +1%
WFAG
497
Worth Financial Advisory Group
North Carolina
$4.67M -$24.3K -141 -0.5%
RTL
498
Red Tortoise LLC
Georgia
$4.67M -$2.45M -14,183 -36%
PIA
499
Panoramic Investment Advisors
Colorado
$4.67M -$135K -781 -3%
MCC
500
Money Concepts Capital
Florida
$4.67M -$4.22M -24,449 -49%

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.