QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,280 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 123 funds opening new positions, 621 increasing their positions, 369 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+42
Holders Change %
+3.39%
% of All Funds
18.62%
Holding in Top 10
235
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.07%
% of All Funds
3.42%
New
123
Increased
621
Reduced
369
Closed
62
Calls
$3.88M
Puts
$1.25M
Net Calls
+$2.63M
Net Calls Change
-$2.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$171M
2
Ameriprise
Ameriprise
Minnesota
+$147M
3
HTC
Haverford Trust Company
Pennsylvania
+$135M
4
LPL Financial
LPL Financial
California
+$124M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$124M
2
PA
Parallel Advisors
California
-$54.2M
3
UA
Unison Advisors
District of Columbia
-$41.3M
4
NAM
Nissay Asset Management
Japan
-$32.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
501
Delos Wealth Advisors
Texas
$3.64M +$347K +2,031 +11%
BFA
502
Brown Financial Advisors
Ohio
$3.64M +$3.64M +21,341 New
TA
503
TruWealth Advisors
Louisiana
$3.61M +$1.07M +6,291 +42%
TPWA
504
Twin Peaks Wealth Advisors
California
$3.61M +$588K +3,445 +19%
FPGK
505
Financial Partners Group (Kansas)
Kansas
$3.6M +$992K +5,810 +38%
QC
506
Quent Capital
New York
$3.59M +$162K +947 +5%
AT
507
American Trust
Kentucky
$3.59M -$2.28M -13,351 -39%
AWM
508
Alterna Wealth Management
Texas
$3.58M +$1.47M +8,590 +69%
AWM
509
Apollon Wealth Management
South Carolina
$3.57M -$4.84M -28,331 -58%
ICP
510
Interchange Capital Partners
Pennsylvania
$3.57M +$292K +1,710 +9%
RF
511
RHS Financial
California
$3.57M -$86.2K -505 -2%
FF
512
Fluent Financial
Texas
$3.56M +$2.55M +14,959 +255%
Bank of Montreal
513
Bank of Montreal
Ontario, Canada
$3.54M -$135K -784 -4%
CAAM
514
Cornerstone Advisors Asset Management
Pennsylvania
$3.53M -$56.5K -331 -2%
FCFC
515
First Citizens Financial Corp
Iowa
$3.52M +$304K +1,779 +9%
MG
516
Mather Group
Illinois
$3.48M +$2.63M +16,006 +310%
VPP
517
Vertex Planning Partners
Illinois
$3.48M +$158K +927 +5%
FF
518
Farrell Financial
New York
$3.46M +$451K +2,644 +15%
MFA
519
Millington Financial Advisors
Illinois
$3.45M -$2.39K -14 -0.1%
CGFA
520
Colton Groome Financial Advisors
North Carolina
$3.4M -$717K -4,197 -17%
BFA
521
Beacon Financial Advisory
Ohio
$3.4M +$1.22M +7,153 +56%
SW
522
Signify Wealth
Missouri
$3.39M -$15.4K -90 -0.5%
NP
523
NorthRock Partners
Minnesota
$3.37M -$4.47M -26,176 -57%
TCM
524
Triumph Capital Management
Colorado
$3.37M -$282K -1,651 -8%
GWP
525
Gateway Wealth Partners
Wisconsin
$3.36M +$341K +1,998 +11%
19 20
21
22 23