We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

1,247 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 152 funds opening new positions, 515 increasing their positions, 430 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $6M | Put options by funds: $875K

171% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 430

12% more capital invested

Capital invested by funds: $32.8B → $36.7B (+$3.89B)

11% more funds holding in top 10

Funds holding in top 10: 208 → 230 (+22)

7% more funds holding

Funds holding: 1,167 → 1,247 (+80)

5.3% less ownership

Funds ownership: 91.18% → 85.88% (-5.3%)

Holders
1,247
Holders Change
+80
Holders Change %
+6.86%
% of All Funds
17.96%
Holding in Top 10
230
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.58%
% of All Funds
3.31%
New
152
Increased
515
Reduced
430
Closed
56
Calls
$6M
Puts
$875K
Net Calls
+$5.12M
Net Calls Change
+$3.49M

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$153M
2
Wells Fargo
Wells Fargo
California
+$144M
3
Bank of America
Bank of America
North Carolina
+$127M
4
3AM
3EDGE Asset Management
Florida
+$96.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$77.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.19B
2
Osaic Holdings
Osaic Holdings
Arizona
-$278M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.9M
4
BTI
Blue Trust Inc
Georgia
-$78.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
576
Thrive Wealth Management
Pennsylvania
$2.12M +$206K +1,319 +11%
SOS
577
Silver Oak Securities
Tennessee
$2.12M +$1.49M +9,563 +287%
PWG
578
Portside Wealth Group
Utah
$2.12M +$2.01M +12,886 New
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$2.1M +$85K +544 +4%
BWM
580
Bulltick Wealth Management
Florida
$2.09M -$874K -5,593 -31%
BFA
581
Beacon Financial Advisory
Ohio
$2.09M -$157K -1,006 -7%
CM
582
Columbus Macro
Pennsylvania
$2.08M -$78.3K -501 -4%
AIP
583
Almanack Investment Partners
Pennsylvania
$2.08M – – –
AWA
584
Acorn Wealth Advisors
Michigan
$2.05M +$146K +934 +8%
YCG
585
Yeomans Consulting Group
Georgia
$2.04M +$1.93M +12,383 New
CAL
586
Capital Analysts LLC
Pennsylvania
$2.04M -$142K -911 -7%
9WM
587
9258 Wealth Management
Ohio
$2.03M +$47K +301 +3%
LWM
588
Lionsbridge Wealth Management
Florida
$2.02M -$38.6K -247 -2%
SWM
589
Silverlake Wealth Management
Vermont
$2.02M +$521K +3,338 +37%
HH
590
Hilltop Holdings
Texas
$2.01M +$1.91M +12,253 New
WWP
591
Waypoint Wealth Partners
California
$2.01M – – –
MHB
592
Midwest Heritage Bank
Iowa
$1.99M +$182K +1,164 +11%
MWM
593
Mission Wealth Management
California
$1.99M +$224K +1,431 +13%
APCM
594
Alaska Permanent Capital Management
Alaska
$1.97M +$81.7K +523 +5%
BWM
595
BigSur Wealth Management
Florida
$1.97M – – –
CFD
596
Creative Financial Designs
Indiana
$1.94M -$432K -2,766 -19%
APC
597
Aspire Private Capital
North Carolina
$1.93M +$95.6K +612 +5%
VCM
598
Vision Capital Management
Oregon
$1.93M -$90.3K -578 -5%
MCM
599
Mattern Capital Management
Colorado
$1.93M -$1.65M -10,585 -47%
TFM
600
TFC Financial Management
Massachusetts
$1.92M -$100K -641 -5%
22 23
24
25 26

QUAL Hedge Fund Activity: Q1 2024 in Review

1,247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q1 2024, worth a combined $36.7B — up 12% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new QUAL positions and 56 closed out — a net gain of 96 holders — while 515 added to existing stakes and 430 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $153M. The largest seller was Morgan Stanley, cutting an estimated $1.19B.

  • 1,247 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q1 2024, up from 1,167 in Q4 2023.
  • Funds reported $36.7B of iShares MSCI USA Quality Factor ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 152 funds opened new iShares MSCI USA Quality Factor ETF positions in Q1 2024 and 56 closed out, a net change of +96 holders.
  • The largest iShares MSCI USA Quality Factor ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $153M added.
  • The largest iShares MSCI USA Quality Factor ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.19B sold.

Based on aggregated 13F filings for Q1 2024.