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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
WA
1501
WPG Advisers
Maryland
$1.83K
FRA
1502
Front Row Advisors
California
$1.65K
FP
1503
Financial Perspectives
Minnesota
$1.28K
CMP
1504
Coston McIsaac & Partners
Maine
$1K
DWM
1505
Dogwood Wealth Management
Kansas
$184 +$173 +1 New
CCS
1506
Concentric Capital Strategies
Connecticut
-$29.9M -175,030 Closed
CW
1507
Cook Wealth
North Carolina
-$12.8M -75,732 Closed
TC
1508
TownSquare Capital
Utah
-$11.2M -65,456 Closed
AIA
1509
Alternative Investment Advisors
Florida
-$9.46M -55,371 Closed
TVAMP
1510
Tennessee Valley Asset Management Partners
Tennessee
-$8.44M -49,378 Closed
GLA
1511
Good Life Advisors
Pennsylvania
-$4.88M -28,576 Closed
AIA
1512
Arrow Investment Advisors
Maryland
-$4.56M -26,705 Closed
EF
1513
Empowered Funds
Pennsylvania
-$3.67M -21,472 Closed
TSS
1514
Two Sigma Securities
New York
-$3.23M -18,914 Closed
WA
1515
Win Advisors
Florida
-$2.96M -17,322 Closed
DWA
1516
Dorsey Wright & Associates
California
-$2.88M -16,836 Closed
HF
1517
HRT Financial
New York
-$2.8M -16,372 Closed
PFA
1518
Peak Financial Advisors
Colorado
-$2.32M -13,569 Closed
CAG
1519
Curtis Advisory Group
California
-$1.68M -9,802 Closed
JWBC
1520
John W. Brooker & Co
California
-$1.67M -9,773 Closed
FCI
1521
Financial Counselors Inc
Kansas
-$1.3M -7,613 Closed
AFW
1522
Avantra Family Wealth
Pennsylvania
-$1.17M -6,828 Closed
LRWM
1523
Lord & Richards Wealth Management
Colorado
-$908K -5,314 Closed
WN
1524
Williams & Novak
California
-$906K -5,292 Closed
PS
1525
Planned Solutions
California
-$755K -4,420 Closed

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.