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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
WHCI
1551
W.H. Cornerstone Investments
Massachusetts
-$250K -1,462 Closed
ARC
1552
Advisor Resource Council
Texas
-$248K -1,451 Closed
XT
1553
XTX Topco
Cayman Islands
-$232K -1,356 Closed
FTWA
1554
Fifth Third Wealth Advisors
Ohio
-$225K -1,316 Closed
SAM
1555
Secure Asset Management
Michigan
-$225K -1,316 Closed
MWP
1556
Madison Wealth Partners
Wisconsin
-$221K -1,291 Closed
CC
1557
Commons Capital
Massachusetts
-$220K -1,287 Closed
OPCM
1558
Osborne Partners Capital Management
California
-$219K -1,280 Closed
SMG
1559
Smart Money Group
Texas
-$219K -1,280 Closed
TIA
1560
Traphagen Investment Advisors
New Jersey
-$217K -1,269 Closed
GAA
1561
Global Assets Advisory
Florida
-$206K -1,261 Closed
ZIM
1562
Zacks Investment Management
Illinois
-$210K -1,226 Closed
TAM
1563
TCP Asset Management
Ohio
-$206K -1,204 Closed
FWM
1564
Foguth Wealth Management
Michigan
-$204K -1,191 Closed
WC
1565
Whitney & Co
New York
-$200K -1,171 Closed
AF
1566
Abound Financial
California
-$158K -924 Closed
AIM
1567
Acropolis Investment Management
Missouri
-$137K -800 Closed
SIM
1568
Studio Investment Management
Illinois
-$108K -633 Closed
PA
1569
PSI Advisors
Florida
-$93.6K -548 Closed
SFGP
1570
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$75.7K -443 Closed
WW
1571
Winnow Wealth
Texas
-$64.5K -378 Closed
MSWM
1572
Mowery & Schoenfeld Wealth Management
Illinois
-$59.6K -349 Closed
IWM
1573
IMG Wealth Management
Florida
-$47.3K -277 Closed
RJA
1574
Ross\Johnson & Associates
Minnesota
-$23.4K -137 Closed
CWM
1575
Compass Wealth Management
Connecticut
-$14.9K -87 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.