Guru Ownership Trend
Guru Analysis for iShares MSCI USA Quality Factor ETF (QUAL)
iShares MSCI USA Quality Factor ETF (QUAL), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $31.95 M.
Top institutional holders include Jefferies Group and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.31 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 122.0%. Conversely, Ken Fisher reduced exposure by 24.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.08% | Reduce -8.5% | 91,595 | $17.82 M | Q3 2025 | |
| 0.00% | Add 26.3% | 38,576 | $7.5 M | Q3 2025 | |
| 0.01% | Add 112.7% | 13,469 | $2.62 M | Q3 2025 | |
| 0.01% | Add 122.0% | 5,621 | $1.09 M | Q3 2025 | |
| 0.00% | New Buy | 4,600 | $894,700 | Q3 2025 | |
| 0.00% | Reduce -24.0% | 3,127 | $608,362 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iShares MSCI USA Quality Factor ETF (QUAL)
Major holders include Jefferies Group ($17.82 M), Cliff Asness ($7.5 M), Joel Greenblatt ($2.62 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 156,988 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.31 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited QUAL. The total reported sell value was $16.76 M.
Yes, 1 managers opened new positions in QUAL, and 3 increased their existing holdings. The total reported buy value was $4.44 M.