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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
SHIM
151
Stone House Investment Management
Pennsylvania
$33.5M +$2.48M +14,392 +9%
FFA
152
Farther Finance Advisors
California
$33.3M -$13.1M -75,936 -29%
CG
153
CFO4Life Group
Texas
$32.3M +$251K +1,455 +0.8%
PFA
154
Pettinga Financial Advisors
Indiana
$32.2M +$356K +2,065 +1%
CIAS
155
CFS Investment Advisory Services
New Jersey
$32.1M +$403K +2,337 +1%
BCI
156
Brinker Capital Investments
Pennsylvania
$31.8M +$6.49M +37,587 +28%
BMCM
157
Bryn Mawr Capital Management
Pennsylvania
$31.6M +$1.11M +6,404 +4%
SW
158
SlateStone Wealth
Florida
$31.4M +$2.51M +14,553 +9%
Franklin Resources
159
Franklin Resources
California
$31M -$35.3M -204,468 -55%
MPW
160
MA Private Wealth
California
$30.8M -$14.1M -81,962 -33%
HCA
161
Heck Capital Advisors
Wisconsin
$30.6M -$10.3M -59,484 -26%
AWAG
162
ARS Wealth Advisors Group
Florida
$30.5M +$786K +4,557 +3%
CAL
163
Capital Advisors Ltd
Ohio
$30.2M +$589K +3,411 +2%
SFS
164
Sowell Financial Services
Arkansas
$30.1M -$218K -1,264 -0.8%
TLFA
165
True Link Financial Advisors
California
$29.8M -$8.11M -46,982 -22%
HFA
166
High Falls Advisors
New York
$29.6M -$217K -1,255 -0.8%
CL
167
Choreo LLC
Illinois
$29.4M -$10M -58,107 -27%
ACM
168
Armbruster Capital Management
New York
$29.3M +$1.94M +11,265 +8%
PFA
169
Pure Financial Advisors
California
$29.2M +$3.29M +19,084 +14%
PWM
170
Perigon Wealth Management
California
$28.5M -$1.04M -6,007 -4%
PWA
171
Physician Wealth Advisors
Utah
$28.1M +$1.4M +8,100 +6%
BCM
172
Brookstone Capital Management
Illinois
$28.1M -$3.99M -23,145 -13%
HCP
173
Holt Capital Partners
Texas
$28M +$577K +3,343 +2%
OWA
174
One Wealth Advisors
California
$27.8M +$945K +5,474 +4%
FM
175
Family Management
New York
$27.8M +$600K +3,479 +2%

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.