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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
LFAS
776
Level Four Advisory Services
Texas
$1.39M +$672K +3,896 +105%
SIA
777
Soltis Investment Advisors
Utah
$1.39M +$17.8K +103 +1%
ACA
778
Ackerman Capital Advisors
Texas
$1.38M -$57.3K -332 -4%
PAMG
779
Patton Albertson Miller Group
Tennessee
$1.37M +$67.1K +389 +5%
MWM
780
MBE Wealth Management
Wisconsin
$1.37M -$3.45K -20 -0.3%
ACG
781
Allen Capital Group
Nebraska
$1.37M -$7.42K -43 -0.6%
CPC
782
Consolidated Planning Corp
Georgia
$1.35M -$61.3K -355 -5%
VA
783
Valmark Advisers
Ohio
$1.35M -$210K -1,216 -14%
FPL
784
Fortress Private Ledger
North Carolina
$1.34M +$73.5K +426 +6%
RL
785
Retireful LLC
Michigan
$1.34M +$1.26M +7,315 New
SG
786
StoneX Group
New York
$1.32M -$523K -3,033 -30%
FFBTD
787
First Financial Bank - Trust Division
Ohio
$1.32M -$32.4K -188 -3%
BOPW
788
Brandywine Oak Private Wealth
Pennsylvania
$1.31M -$73.3K -425 -6%
TFA
789
Tranquilli Financial Advisor
New Jersey
$1.3M +$1.23M +7,129 New
SIS
790
Sound Income Strategies
Florida
$1.3M +$192K +1,110 +18%
GS
791
GWN Securities
Florida
$1.3M -$1.66M -9,646 -58%
PCM
792
Parsons Capital Management
Rhode Island
$1.29M -$53.5K -310 -4%
FWM
793
FLP Wealth Management
Arkansas
$1.29M +$1.55K +9 +0.1%
GVAG
794
Great Valley Advisor Group
Delaware
$1.28M -$190K -1,102 -14%
WWM
795
WT Wealth Management
Arizona
$1.27M -$93.2K -540 -7%
MT
796
Midwest Trust
Kansas
$1.27M +$1.2M +6,941 New
OFG
797
Opulen Financial Group
Virginia
$1.27M +$41.4K +240 +4%
HNB
798
Huntington National Bank
Ohio
$1.26M
ACM
799
Ardent Capital Management
Ohio
$1.26M
LA
800
Latitude Advisors
Florida
$1.26M -$403K -2,337 -25%

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.