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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
ICP
501
Interchange Capital Partners
Pennsylvania
$4.64M +$251K +1,457 +6%
SFM
502
Signet Financial Management
New Jersey
$4.61M +$887K +5,139 +26%
Natixis Advisors
503
Natixis Advisors
Massachusetts
$4.51M +$673K +3,902 +19%
FCM
504
Fortis Capital Management
Washington
$4.5M +$9.15K +53 +0.2%
MG
505
Mather Group
Illinois
$4.45M +$168K +974 +4%
AWM
506
Aries Wealth Management
Maine
$4.44M -$554K -3,209 -12%
RFP
507
RCS Financial Planning
Maryland
$4.43M +$380K +2,204 +10%
SAM
508
Smartleaf Asset Management
Massachusetts
$4.42M +$1.29M +7,498 +45%
SG
509
Stanich Group
New York
$4.36M -$768K -4,448 -16%
SQA
510
Simon Quick Advisors
New Jersey
$4.35M -$627K -3,632 -13%
TWA
511
TCI Wealth Advisors
Arizona
$4.33M +$1.9K +11 +0%
GS
512
GTS Securities
New York
$4.32M +$4.08M +23,622 New
DC
513
Davenport & Co
Virginia
$4.29M +$821K +4,756 +25%
BIM
514
Bridges Investment Management
Nebraska
$4.28M -$519K -3,007 -11%
DAS
515
Diversify Advisory Services
Utah
$4.22M -$1.43M -8,296 -27%
PWM
516
Pacific Wealth Management
California
$4.21M +$43.1K +250 +1%
NL
517
NWAM LLC
Washington
$4.18M +$3.64M +21,117 +1,345%
CWM
518
Cornerstone Wealth Management
Missouri
$4.16M +$51.8K +300 +1%
TCA
519
Transcend Capital Advisors
New Jersey
$4.09M +$861K +4,987 +29%
BFP
520
Beacon Financial Planning
Massachusetts
$4.09M -$141K -816 -4%
MFA
521
Millington Financial Advisors
Illinois
$4.09M -$198K -1,149 -5%
PTC
522
Private Trust Company
Ohio
$4.09M +$125K +722 +3%
AG
523
AlTi Global
New York
$4.07M -$1.93M -11,172 -33%
BFA
524
Beacon Financial Advisory
Ohio
$4.06M +$167K +969 +5%
TCM
525
Triumph Capital Management
Colorado
$4.05M +$2.06M +11,964 +117%

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.