We are live on ! Find out more
QUAL icon

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
WAL
626
W Advisors LLC
Tennessee
$2.66M +$115K +665 +5%
MCWS
627
McKinley Carter Wealth Services
West Virginia
$2.66M -$74.6K -432 -3%
TIM
628
Tortoise Investment Management
New York
$2.65M +$1.01M +5,827 +67%
MHS
629
M Holdings Securities
Oregon
$2.65M +$2.51M +14,548 New
BJL
630
Brighton Jones LLC
Washington
$2.65M +$427K +2,472 +21%
ERWM
631
Elk River Wealth Management
Colorado
$2.64M -$98.4K -570 -4%
AZ
632
Alpha Zero
Florida
$2.62M -$191K -1,107 -7%
PIM
633
Provident Investment Management
Michigan
$2.61M +$362K +2,095 +17%
JHC
634
J. Hagan Capital
Kentucky
$2.6M +$2.43M +14,083 New
RFN
635
RDA Financial Network
Iowa
$2.6M +$96.5K +559 +4%
IFWM
636
Institute for Wealth Management
Colorado
$2.58M -$298K -1,725 -11%
TWP
637
Tyche Wealth Partners
Texas
$2.58M +$1.49M +8,633 +158%
FPW
638
Flywheel Private Wealth
California
$2.57M
GFP
639
Gryphon Financial Partners
Ohio
$2.55M +$94.6K +548 +4%
TWCA
640
Two West Capital Advisors
Kansas
$2.54M +$367K +2,128 +19%
TWM
641
Thrive Wealth Management
Pennsylvania
$2.52M +$56.1K +325 +2%
FCH
642
Freestone Capital Holdings
Washington
$2.52M -$29.5K -171 -1%
AWA
643
Acorn Wealth Advisors
Michigan
$2.51M -$117K -676 -5%
PCS
644
Private Client Services
Kentucky
$2.51M +$59.9K +347 +3%
MWM
645
Maripau Wealth Management
Indiana
$2.47M +$123K +712 +6%
BSTWA
646
Blake Schutter Theil Wealth Advisors
Ohio
$2.43M
SFG
647
Sovereign Financial Group
Connecticut
$2.42M +$34.9K +202 +2%
VPF
648
Vantage Point Financial
Illinois
$2.41M +$285K +1,653 +14%
JSW
649
Journey Strategic Wealth
New Jersey
$2.41M +$434K +2,515 +24%
MA
650
MKT Advisors
California
$2.41M +$169K +980 +8%

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.