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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
FG
51
Foster Group
Iowa
$126M +$2.26M +13,093 +2%
MFG
52
Merit Financial Group
Georgia
$120M +$24.5M +141,871 +28%
Corient Private Wealth
53
Corient Private Wealth
Florida
$117M -$212K -1,230 -0.2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$116M +$376K +2,179 +0.3%
UCFA
55
United Capital Financial Advisors
Texas
$115M -$1.33M -7,684 -1%
SMA
56
Sage Mountain Advisors
Georgia
$105M +$3.08M +17,851 +3%
P
57
&Partners
Tennessee
$103M +$79.7M +461,572 +476%
SC
58
Savant Capital
Illinois
$102M +$13.2M +76,321 +16%
FFA
59
Fragasso Financial Advisors
Pennsylvania
$102M +$4.42M +25,607 +5%
Mariner
60
Mariner
Kansas
$102M +$7.23M +41,878 +8%
DADC
61
D.A. Davidson & Co
Montana
$101M +$1.34M +7,737 +1%
OWP
62
Obermeyer Wealth Partners
Colorado
$101M +$1.12M +6,479 +1%
PAG
63
Private Advisor Group
New Jersey
$98.3M +$7.08M +41,016 +8%
KAS
64
Kestra Advisory Services
Texas
$97.7M -$1.26M -7,324 -1%
CA
65
Clearstead Advisors
Ohio
$91.9M -$481K -2,785 -0.6%
UB
66
UMB Bank
Missouri
$91.6M -$3.45M -19,974 -4%
HFS
67
Howard Financial Services
Texas
$90.9M +$2.11M +12,244 +3%
DWM
68
Dynasty Wealth Management
Florida
$89.9M -$6.88M -39,892 -8%
EH
69
Equitable Holdings
New York
$87.2M +$5.52M +31,961 +7%
JIC
70
Johnson Investment Counsel
Ohio
$86.7M -$3.02M -17,511 -4%
AWM
71
AE Wealth Management
Kansas
$86.6M -$4.41M -25,563 -5%
PCIA
72
Prime Capital Investment Advisors
Kansas
$85M -$34.8M -201,842 -30%
SWA
73
Sax Wealth Advisors
New Jersey
$83.1M -$6.88M -39,872 -8%
CCM
74
Coldstream Capital Management
Washington
$82.2M +$76.2M +441,506 +5,503%
AWMS
75
Advocacy Wealth Management Services
Georgia
$79.7M +$3.79M +21,989 +5%

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.