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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
FF
576
Fluent Financial
Texas
$3.31M -$622K -3,603 -17%
CWP
577
CFM Wealth Partners
Texas
$3.28M +$324K +1,875 +12%
BPA
578
Beacon Pointe Advisors
California
$3.27M +$21.1K +122 +0.7%
MFG
579
Magnus Financial Group
New York
$3.25M -$618K -3,581 -17%
FGA
580
Fortis Group Advisors
New Jersey
$3.24M -$2.6M -15,073 -46%
ACM
581
Absolute Capital Management
Pennsylvania
$3.24M +$111K +643 +4%
TFO
582
Tarbox Family Office
California
$3.23M
SPI
583
Sutton Place Investors
New York
$3.19M +$115K +668 +4%
WP
584
WealthPLAN Partners
Nebraska
$3.19M +$151K +873 +5%
RW
585
Regimen Wealth
Georgia
$3.18M +$540K +3,128 +22%
VWM
586
Venturi Wealth Management
Texas
$3.14M -$12.9K -75 -0.4%
RSWA
587
Robinson Smith Wealth Advisors
Maine
$3.13M -$440K -2,552 -13%
WFA
588
Wells Financial Advisors
Massachusetts
$3.12M -$153K -886 -5%
DWM
589
Dakota Wealth Management
Florida
$3.11M -$12.6K -73 -0.4%
Principal Financial Group
590
Principal Financial Group
Iowa
$3.11M -$328K -1,901 -10%
APC
591
Aspire Private Capital
North Carolina
$3.07M +$128K +742 +5%
TWC
592
TD Waterhouse Canada
Ontario, Canada
$3.07M -$2.74M -15,863 -49%
MFIM
593
Mesirow Financial Investment Management
Illinois
$3.06M +$2.48M +14,354 +602%
CFD
594
Creative Financial Designs
Indiana
$3.05M -$31.1K -180 -1%
USCWA
595
U.S. Capital Wealth Advisors
Texas
$3.02M +$664K +3,847 +30%
CWA
596
Clearview Wealth Advisors
Oregon
$3M +$101K +587 +4%
SAI
597
Savvy Advisors Inc
New York
$2.98M +$777K +4,504 +38%
RW
598
Ridgeline Wealth
Arizona
$2.98M -$1.29M -7,481 -31%
SG Americas Securities
599
SG Americas Securities
New York
$2.97M -$390K -2,258 -12%
FLPIM
600
F.L. Putnam Investment Management
Massachusetts
$2.97M -$25.7K -149 -0.9%

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.