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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
EWA
526
EP Wealth Advisors
California
$4.05M +$601K +3,484 +19%
PIA
527
Pinion Investment Advisors
Kansas
$4.03M -$498K -2,888 -12%
MWM
528
MorganRosel Wealth Management
Colorado
$3.99M -$325K -1,882 -8%
BFA
529
Brown Financial Advisors
Ohio
$3.96M -$90.6K -525 -2%
CGA
530
Crescent Grove Advisors
Illinois
$3.95M -$130K -754 -3%
FHA
531
Flagship Harbor Advisors
Massachusetts
$3.95M +$176K +1,019 +5%
GWM
532
Geneos Wealth Management
Colorado
$3.93M -$3.83M -22,217 -51%
DWA
533
Delos Wealth Advisors
Texas
$3.92M -$434K -2,516 -11%
BIG
534
Bush Investment Group
Georgia
$3.92M +$205K +1,190 +6%
BIG
535
Brookwood Investment Group
Arizona
$3.87M +$262K +1,519 +8%
BS
536
Banco Santander
Spain
$3.85M
RIM
537
Redwood Investment Management
Arizona
$3.84M +$777K +4,502 +27%
SAW
538
Signal Advisors Wealth
Michigan
$3.83M +$104K +603 +3%
BFS
539
BridgePort Financial Solutions
Iowa
$3.8M +$77.3K +448 +2%
FW
540
FullCircle Wealth
Texas
$3.78M +$438K +2,540 +14%
WIC
541
Woodmont Investment Counsel
Tennessee
$3.78M -$35.4K -205 -1%
AWM
542
Axxcess Wealth Management
California
$3.72M -$494K -2,865 -12%
RWS
543
Retirement Wealth Solutions
Wisconsin
$3.72M +$259K +1,498 +8%
Bank of Montreal
544
Bank of Montreal
Ontario, Canada
$3.67M -$104K -603 -3%
NCM
545
Northwest Capital Management
Oregon
$3.66M -$2.23M -12,894 -39%
Fifth Third Bancorp
546
Fifth Third Bancorp
Ohio
$3.66M -$122K -708 -3%
IAN
547
Integrated Advisors Network
Texas
$3.65M +$527K +3,053 +18%
KFGK
548
Keystone Financial Group (Kentucky)
Kentucky
$3.65M -$457K -2,648 -12%
FA
549
FDx Advisors
Illinois
$3.64M +$163K +943 +5%
MSWMA
550
Market Street Wealth Management Advisors
Indiana
$3.63M +$1.03M +5,946 +43%

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.