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 %
SQA
401
Simon Quick Advisors
New Jersey
$5.55M +$9.04K +55 +0.2%
IC
402
Inscription Capital
Texas
$5.43M +$27.3K +166 +0.5%
JWCA
403
J.W. Cole Advisors
Florida
$5.41M +$812K +4,940 +18%
PCIG
404
Partners Capital Investment Group
Massachusetts
$5.4M -$12.1M -73,418 -69%
WWG
405
West Wealth Group
California
$5.38M -$17.5M -106,297 -76%
AIA
406
Arrow Investment Advisors
Maryland
$5.36M -$667K -4,061 -11%
MIH
407
Meitav Investment House
Israel
$5.32M +$393K +2,394 +8%
GWP
408
Gen-Wealth Partners
Michigan
$5.31M +$5.31M +32,329 New
AWE
409
Avidian Wealth Enterprises
Texas
$5.3M -$474K -2,884 -8%
PLU
410
Performa Ltd (US)
South Carolina
$5.29M -$2.04M -12,437 -28%
ACM
411
Avalon Capital Management
California
$5.26M +$3.72M +22,606 +240%
CA
412
CoreCap Advisors
Michigan
$5.24M +$591K +3,593 +13%
IA
413
IFG Advisory
Georgia
$5.13M +$1.07M +6,518 +26%
VIM
414
Vista Investment Management
Pennsylvania
$5.12M -$109K -662 -2%
Northern Trust
415
Northern Trust
Illinois
$5.05M +$98.8K +601 +2%
BS
416
Banco Santander
Spain
$5.03M -$954K -5,803 -16%
CWM
417
Centurion Wealth Management
Virginia
$5.01M -$813K -4,946 -14%
AF
418
Advisornet Financial
Minnesota
$5M -$795K -4,835 -14%
MWS
419
Maxwell Wealth Strategies
California
$4.89M -$510K -3,099 -9%
FCBT
420
First Citizens Bank & Trust
North Carolina
$4.88M +$4.88M +29,716 New
FA
421
FDx Advisors
Illinois
$4.83M -$1.77M -10,766 -27%
AG
422
AlTi Global
New York
$4.82M -$127K -772 -3%
CWM
423
Cabot Wealth Management
Massachusetts
$4.79M +$122K +745 +3%
FRA
424
FFG Retirement Advisors
Colorado
$4.79M -$143K -871 -3%
MA
425
MONECO Advisors
Connecticut
$4.78M +$294K +1,786 +7%
15 16
17
18 19