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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
EB
101
Eastern Bank
Massachusetts
$57.3M +$8.24M +47,767 +18%
HI
102
Horizon Investments
North Carolina
$56.6M +$49.3M +285,458 +1,192%
SHJ
103
Sharkey, Howes & Javer
Colorado
$55.3M -$181K -1,048 -0.3%
GA
104
Goldstein Advisors
Wisconsin
$54.6M +$648K +3,752 +1%
CW
105
CreativeOne Wealth
Kansas
$52.7M +$1.58M +9,133 +3%
BWM
106
Baron Wealth Management
Michigan
$52.7M -$994K -5,759 -2%
STA
107
Summit Trail Advisors
New York
$52.5M -$13.4M -77,783 -21%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$52.2M +$8.13M +47,135 +20%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$51.7M -$1.09M -6,288 -2%
FWIA
110
Fort Washington Investment Advisors
Ohio
$51.5M +$2.18M +12,642 +5%
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$51M +$1.22M +7,046 +3%
B
112
Barings
North Carolina
$50.4M -$2.03M -11,789 -4%
GIM
113
Glenmede Investment Management
Pennsylvania
$49M +$46.3M +268,012 New
SWA
114
Strategies Wealth Advisors
Michigan
$48.8M +$599K +3,469 +1%
AWM
115
Apollon Wealth Management
South Carolina
$48.4M +$899K +5,208 +2%
AAS
116
Avantax Advisory Services
Texas
$48.2M +$1.74M +10,057 +4%
IWA
117
Icon Wealth Advisors
Texas
$48M +$4.32M +25,010 +11%
AG
118
Ascent Group
Virginia
$47.2M +$1.76M +10,204 +4%
IWM
119
IHT Wealth Management
Illinois
$46.1M +$7.17M +41,543 +20%
SA
120
Scarborough Advisors
Maryland
$46M -$2.29M -13,265 -5%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$45.9M +$6.18M +35,805 +17%
AllianceBernstein
122
AllianceBernstein
Tennessee
$45.7M +$7.06M +40,928 +20%
PPFA
123
Provida Pension Fund Administrator
Chile
$44.8M +$7.36M +42,620 +21%
LLWM
124
Life Line Wealth Management
California
$44.8M +$37.3M +216,102 +745%
AF
125
Apexium Financial
Texas
$43.3M +$2.74M +15,901 +7%

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.