QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,238 hedge funds and large institutions have $36.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 513 increasing their positions, 427 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+81
Holders Change %
+7%
% of All Funds
17.94%
Holding in Top 10
228
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.14%
% of All Funds
3.3%
New
151
Increased
513
Reduced
427
Closed
54
Calls
$6M
Puts
$875K
Net Calls
+$5.12M
Net Calls Change
+$3.49M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$161M
2
Wells Fargo
Wells Fargo
California
+$152M
3
Bank of America
Bank of America
North Carolina
+$134M
4
3AM
3EDGE Asset Management
Florida
+$101M
5
HighTower Advisors
HighTower Advisors
Illinois
+$81.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.25B
2
Osaic Holdings
Osaic Holdings
Arizona
-$293M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.7M
4
BTI
Blue Trust Inc
Georgia
-$82.6M
5
MGW
MB Generational Wealth
Washington
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSA
326
Global Wealth Strategies & Associates
Colorado
$8.89M +$246K +1,494 +3%
AIA
327
Alternative Investment Advisors
Florida
$8.78M +$593K +3,616 +7%
SL
328
SWMG LLC
Texas
$8.78M -$512K -3,115 -6%
BHWM
329
Bay Harbor Wealth Management
Maryland
$8.78M -$362K -2,203 -4%
DAM
330
Derbend Asset Management
Georgia
$8.75M -$682K -4,152 -7%
FAM
331
Forte Asset Management
New York
$8.69M -$408K -2,484 -4%
CG
332
Cynosure Group
Utah
$8.68M +$11.2K +68 +0.1%
AAS
333
Annex Advisory Services
Wisconsin
$8.54M -$9.8M -59,602 -53%
FHA
334
First Horizon Advisors
Tennessee
$8.37M +$969K +5,895 +13%
Brown Advisory
335
Brown Advisory
Maryland
$8.26M -$21.5K -131 -0.3%
FAM
336
Family Asset Management
South Carolina
$8.24M +$882K +5,367 +12%
KV
337
Kickstand Ventures
New York
$8.23M -$7.83M -47,652 -49%
SAG
338
SageView Advisory Group
California
$8.23M +$2.99M +29,694 +57%
MOS
339
MGO One Seven
Ohio
$8.19M +$4.98M +30,308 +155%
SCA
340
Snowden Capital Advisors
New York
$8.17M -$3.77M -22,951 -32%
AWM
341
Apollon Wealth Management
South Carolina
$8.09M +$610K +3,710 +8%
VA
342
Vident Advisory
Georgia
$8.07M +$2.16M +13,165 +37%
MAG
343
MRA Advisory Group
New Jersey
$8.07M +$505K +3,072 +7%
YWM
344
Yoder Wealth Management
California
$7.93M -$214K -1,308 -3%
GLA
345
Good Life Advisors
Pennsylvania
$7.92M +$308K +1,877 +4%
GP
346
Geneva Partners
Wisconsin
$7.88M +$649K +3,950 +9%
CIA
347
Concurrent Investment Advisors
Florida
$7.86M +$2.75M +16,742 +54%
PPWP
348
Premier Path Wealth Partners
New Jersey
$7.84M +$1.18M +7,199 +18%
SW
349
Simplicity Wealth
New Jersey
$7.83M +$3.47M +21,142 +80%
TVAMP
350
Tennessee Valley Asset Management Partners
Tennessee
$7.65M -$6.29M -38,292 -45%
12 13
14
15 16