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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
NG
601
Novem Group
New York
$2.96M +$585K +3,387 +26%
EE
602
EWG Elevate
California
$2.93M +$364K +2,111 +15%
TFM
603
Trademark Financial Management
Minnesota
$2.9M -$491K -2,845 -15%
CFS
604
CGC Financial Services
Oregon
$2.89M -$46.3K -268 -2%
ECA
605
Elevate Capital Advisors
Colorado
$2.89M +$1.09M +6,344 +67%
NP
606
NorthRock Partners
Minnesota
$2.86M +$209K +1,210 +8%
BA
607
Bristlecone Advisors
Washington
$2.86M -$35.9K -208 -1%
CWP
608
Cyndeo Wealth Partners
Florida
$2.85M +$71.4K +414 +3%
JIP
609
Jaffetilchin Investment Partners
Florida
$2.83M -$41.2K -239 -2%
TL
610
Tradewinds LLC
North Carolina
$2.82M +$43.7K +253 +2%
MWA
611
Merkkuri Wealth Advisors
New York
$2.82M +$487K +2,822 +22%
BWM
612
BlackDiamond Wealth Management
New York
$2.82M +$22.1K +128 +0.8%
1L
613
10Elms LLP
Oklahoma
$2.82M -$522K -3,026 -16%
GT
614
Greenleaf Trust
Michigan
$2.78M -$244K -1,416 -9%
SWM
615
Silverlake Wealth Management
Vermont
$2.78M -$599K -3,470 -19%
EWA
616
EverSource Wealth Advisors
Alabama
$2.78M +$474K +2,748 +22%
QC
617
Quent Capital
New York
$2.77M -$815K -4,720 -24%
EFA
618
Edge Financial Advisors
Illinois
$2.76M +$2.6M +15,092 New
CFG
619
Carr Financial Group
Massachusetts
$2.75M -$102K -591 -4%
AWA
620
Arkadios Wealth Advisors
Georgia
$2.74M +$145K +843 +6%
BW
621
Balance Wealth
Ohio
$2.71M -$509K -2,952 -17%
WB
622
WesBanco Bank
West Virginia
$2.71M +$206K +1,195 +9%
RPSA
623
Richard P. Slaughter Associates
Texas
$2.7M -$2.72M -15,747 -52%
MWM
624
Mission Wealth Management
California
$2.69M -$5.7K -33 -0.2%
MGWM
625
Marks Group Wealth Management
Minnesota
$2.66M +$21.6K +125 +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.