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
CPIG
651
Chicago Partners Investment Group
Illinois
$2.4M -$38.3K -222 -2%
AIP
652
Almanack Investment Partners
Pennsylvania
$2.38M +$48K +278 +2%
YWM
653
Yukon Wealth Management
Kansas
$2.36M +$164K +952 +8%
MHB
654
Midwest Heritage Bank
Iowa
$2.35M +$413K +2,395 +23%
RCM
655
Raleigh Capital Management
North Carolina
$2.24M +$33.3K +193 +2%
ATC
656
Argent Trust Co
Tennessee
$2.23M +$31.8K +184 +2%
LSA
657
Lion Street Advisors
Texas
$2.23M -$177K -1,025 -8%
OAS
658
Optivise Advisory Services
Tennessee
$2.23M
SCM
659
Sheridan Capital Management
California
$2.23M +$1.03K +6 +0%
HCM
660
Hicks Capital Management
Ohio
$2.23M +$36.4K +211 +2%
TWP
661
Tempus Wealth Planning
California
$2.22M +$340K +1,971 +19%
BWM
662
BigSur Wealth Management
Florida
$2.19M
HWA
663
Heritage Wealth Architects
Minnesota
$2.19M +$2.93K +17 +0.1%
TFM
664
TFC Financial Management
Massachusetts
$2.18M +$242K +1,400 +13%
MFS
665
Mattson Financial Services
Michigan
$2.13M -$117K -680 -6%
ECA
666
Elevated Capital Advisors
Utah
$2.13M
TP
667
Tranquility Partners
Tennessee
$2.12M +$32.8K +190 +2%
EA
668
Everpar Advisors
Oklahoma
$2.12M +$526K +3,045 +36%
HFRG
669
Houlihan Financial Resource Group
Virginia
$2.12M +$1.99M +11,535 New
YIA
670
YHB Investment Advisors
Connecticut
$2.08M +$613K +3,550 +45%
WCM
671
WealthTrak Capital Management
Virginia
$2.07M +$351K +2,036 +22%
FSA
672
Fort Sheridan Advisors
Illinois
$2.06M -$157K -910 -7%
AWMG
673
ADG Wealth Management Group
Louisiana
$2.05M +$1.94M +11,215 New
EFG
674
Elios Financial Group
Ohio
$2.04M +$142K +824 +8%
MF
675
Midwestern Financial
Iowa
$2.04M +$1.93M +11,185 New

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.