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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
EL
551
EQ LLC
Washington
$3.61M -$8.36M -48,416 -71%
TF
552
TME Financial
California
$3.61M +$3.41M +19,762 New
CRI
553
Commonwealth Retirement Investments
Virginia
$3.6M -$33K -191 -1%
FCFC
554
First Citizens Financial Corp
Iowa
$3.58M -$177K -1,023 -5%
FF
555
Farrell Financial
New York
$3.56M +$25.5K +148 +0.8%
SCM
556
Sollinda Capital Management
Florida
$3.54M -$18.8M -108,966 -85%
BEI
557
Benjamin Edwards Inc
Missouri
$3.54M +$74K +429 +2%
CPBTD
558
Central Pacific Bank - Trust Division
Hawaii
$3.54M +$1.43M +8,258 +74%
LIA
559
LifePlan Investment Advisors
North Carolina
$3.54M +$267K +1,547 +9%
UAG
560
United Advisor Group
Ohio
$3.52M -$36.4K -211 -1%
AFP
561
Ausdal Financial Partners
Iowa
$3.52M +$839K +4,864 +34%
CIC
562
Carnegie Investment Counsel
Ohio
$3.52M +$302K +1,749 +10%
BFC
563
Bedel Financial Consulting
Indiana
$3.5M -$64K -371 -2%
BW
564
Blalock Williams
Alabama
$3.47M +$204K +1,183 +7%
MAG
565
Mayfair Advisory Group
Alabama
$3.46M +$8.63K +50 +0.3%
PFT
566
Providence First Trust
Arizona
$3.44M
CWM
567
Congress Wealth Management
Massachusetts
$3.43M +$1.21M +7,037 +60%
Pathstone Holdings
568
Pathstone Holdings
New Jersey
$3.41M +$2.13M +12,317 +194%
FHC
569
First Heartland Consultants
Missouri
$3.41M +$1.1M +6,351 +52%
DWA
570
Delta Wealth Advisors
Indiana
$3.41M -$102K -589 -3%
BWM
571
Bulltick Wealth Management
Florida
$3.4M +$37.5K +217 +1%
MIM
572
Macroview Investment Management
Maryland
$3.38M +$112K +647 +4%
MA
573
MONECO Advisors
Connecticut
$3.38M -$980K -5,677 -24%
CCFM
574
Clear Creek Financial Management
Washington
$3.34M +$633K +3,665 +25%
BWA
575
BCU Wealth Advisors
Illinois
$3.32M +$503K +2,917 +19%

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.