iShares MSCI USA Quality Factor ETF
QUAL
1,293 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 625 increasing their positions, 372 reducing their positions, and 61 closing their positions.
211% more call options, than puts
Call options by funds: $3.88M | Put options by funds: $1.25M
105% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 61
68% more repeat investments, than reductions
Existing positions increased: 625 | Existing positions reduced: 372
9% more capital invested
Capital invested by funds: $36.7B → $39.9B (+$3.19B)
4% more funds holding
Funds holding: 1,247 → 1,293 (+46)
3% more funds holding in top 10
Funds holding in top 10: 230 → 237 (+7)
0.87% more ownership
Funds ownership: 85.88% → 86.75% (+0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$164M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$142M |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$130M |
| 4 |
LPL Financial
San Diego,
California
|
+$119M |
| 5 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$119M |
| 2 |
PA
Parallel Advisors
San Francisco,
California
|
-$52.1M |
| 3 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$39.7M |
| 4 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
-$31.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.2M |
QUAL Hedge Fund Activity: Q2 2024 in Review
1,293 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2024, worth a combined $39.9B — up 8.7% from $36.7B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new QUAL positions and 61 closed out — a net gain of 64 holders — while 625 added to existing stakes and 372 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $164M. The largest seller was PNC Financial Services Group, cutting an estimated $119M.
- 1,293 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2024, up from 1,247 in Q1 2024.
- Funds reported $39.9B of iShares MSCI USA Quality Factor ETF stock for Q2 2024, up 8.7% quarter-over-quarter.
- 125 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2024 and 61 closed out, a net change of +64 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $164M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $119M sold.
Based on aggregated 13F filings for Q2 2024.