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 %
First Trust Advisors
451
First Trust Advisors
Illinois
$4.15M +$72.5K +441 +2%
AWM
452
Aries Wealth Management
Maine
$4.13M +$200K +1,219 +5%
BCG
453
Breakwater Capital Group
New Jersey
$4.03M -$150K -914 -4%
USCWA
454
U.S. Capital Wealth Advisors
Texas
$4.01M +$1.87M +11,348 +87%
CGA
455
Crescent Grove Advisors
Illinois
$4M +$942K +5,734 +31%
DWT
456
Dorsey & Whitney Trust
South Dakota
$4M -$271K -1,651 -6%
FCM
457
Fortis Capital Management
Washington
$3.99M +$11.5K +70 +0.3%
CGFA
458
Colton Groome Financial Advisors
North Carolina
$3.97M -$434K -2,640 -10%
HCM
459
Highview Capital Management
Illinois
$3.96M +$205K +1,247 +5%
IAA
460
Ironsides Asset Advisors
North Carolina
$3.93M +$2.48M +15,099 +171%
O3W
461
Omni 360 Wealth
New Jersey
$3.93M -$149K -904 -4%
IFWM
462
Institute for Wealth Management
Colorado
$3.92M -$238K -1,450 -6%
DAS
463
Diversify Advisory Services
Utah
$3.91M +$3.91M +23,837 New
MWM
464
MorganRosel Wealth Management
Colorado
$3.86M +$184K +1,121 +5%
CPIG
465
Chicago Partners Investment Group
Illinois
$3.86M -$4.89K -31 -0.1%
MSA
466
Marino Stram & Associates
Massachusetts
$3.82M +$157K +957 +4%
WIC
467
Woodmont Investment Counsel
Tennessee
$3.81M -$309K -1,880 -8%
CWM
468
Certus Wealth Management
California
$3.79M -$1.62M -10,160 -30%
WF
469
Warner Financial
Maryland
$3.76M +$263K +1,598 +8%
QPWM
470
Quadrant Private Wealth Management
Pennsylvania
$3.69M +$1.77M +10,798 +93%
AWA
471
Arete Wealth Advisors
Illinois
$3.65M +$2.2M +13,363 +151%
Pictet Asset Management
472
Pictet Asset Management
Switzerland
$3.64M -$406K -2,470 -10%
BPA
473
Beacon Pointe Advisors
California
$3.61M +$6.25K +38 +0.2%
KAS
474
KPP Advisory Services
Kentucky
$3.57M +$3.57M +21,702 New
CWM
475
Cornerstone Wealth Management
Missouri
$3.57M -$20.9K -127 -0.6%
17 18
19
20 21