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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
WAG
1526
Wallace Advisory Group
California
-$699K -3,925 Closed
SWA
1527
Stratos Wealth Advisors
Ohio
-$620K -3,628 Closed
WCP
1528
Wick Capital Partners
Pennsylvania
-$535K -3,132 Closed
DIM
1529
Delta Investment Management
California
-$519K -3,036 Closed
SIC
1530
SFE Investment Counsel
California
-$504K -2,951 Closed
CCM
1531
Crew Capital Management
Ohio
-$498K -2,915 Closed
CWC
1532
Carolinas Wealth Consulting
North Carolina
-$492K -2,879 Closed
BMWM
1533
Brown Miller Wealth Management
Virginia
-$475K -2,780 Closed
BOC
1534
Blue Oak Capital
California
-$437K -2,557 Closed
GBWM
1535
Granite Bay Wealth Management
New Hampshire
-$422K -2,471 Closed
CAM
1536
Clark Asset Management
New Hampshire
-$399K -2,333 Closed
MG
1537
Marex Group
-$389K -2,277 Closed
ABC
1538
Associated Banc-Corp
Wisconsin
-$386K -2,256 Closed
DWA
1539
Delap Wealth Advisory
Oregon
-$385K -2,253 Closed
ACA
1540
Aspire Capital Advisors
Washington
-$385K -2,252 Closed
KFG
1541
Kingdom Financial Group
Arizona
-$379K -2,218 Closed
OCM
1542
One Capital Management
California
-$335K -1,961 Closed
Financial Engines Advisors
1543
Financial Engines Advisors
California
-$311K -1,821 Closed
SWA
1544
SFMG Wealth Advisors
Texas
-$292K -1,710 Closed
HOWA
1545
Heritage Oak Wealth Advisors
Florida
-$286K -1,673 Closed
SAM
1546
Strategy Asset Managers
California
-$274K -1,604 Closed
CA
1547
Cambridge Advisors
Nebraska
-$257K -1,506 Closed
CIA
1548
Cascade Investment Advisors
Oregon
-$255K -1,495 Closed
MAS
1549
Meeder Advisory Services
Ohio
-$255K -1,490 Closed
SIMG
1550
Sonora Investment Management Group
Arizona
-$251K -1,470 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.