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 %
PS
576
Principal Securities
Iowa
$2.51M +$711K +4,165 +40%
AWA
577
Adapt Wealth Advisors
Georgia
$2.5M +$2.5M +14,644 New
FI
578
Financial Insights
Washington
$2.49M -$107K -625 -4%
AFP
579
Ausdal Financial Partners
Iowa
$2.48M +$630K +3,688 +34%
Vontobel Holding
580
Vontobel Holding
Switzerland
$2.48M – – –
AWA
581
Acorn Wealth Advisors
Michigan
$2.47M +$343K +2,011 +16%
NCFG
582
New Century Financial Group
New Jersey
$2.41M +$2.19M +12,845 +1,011%
RIM
583
Redwood Investment Management
Arizona
$2.4M +$711K +4,164 +42%
FA
584
Flagstar Advisors
New York
$2.4M -$22K -129 -0.9%
SA
585
SpiderRock Advisors
Delaware
$2.39M -$193K -1,133 -7%
CWA
586
Clearview Wealth Advisors
Oregon
$2.39M -$163K -954 -6%
TSWM
587
Tyler-Stone Wealth Management
Ohio
$2.38M -$5.64K -33 -0.2%
SMG
588
Smart Money Group
Texas
$2.37M -$28.2K -164 -1%
AP
589
Agilis Partners
Massachusetts
$2.35M -$381K -2,232 -14%
SPI
590
Sutton Place Investors
New York
$2.35M +$144K +842 +7%
FIM
591
Freedom Investment Management
Connecticut
$2.35M +$372K +2,176 +19%
FW
592
FullCircle Wealth
Texas
$2.34M +$2.34M +13,867 New
VAM
593
Verity Asset Management
North Carolina
$2.32M +$2.32M +13,598 New
EWA
594
EP Wealth Advisors
California
$2.31M +$977K +5,721 +73%
SAM
595
Smartleaf Asset Management
Massachusetts
$2.28M +$2.25M +13,101 +6,823%
TWM
596
Thrive Wealth Management
Pennsylvania
$2.25M +$42.9K +251 +2%
TC
597
Trust Company
Kansas
$2.23M -$341 -2 -0%
SFP
598
Shepherd Financial Partners
Massachusetts
$2.22M +$683 +4 +0%
CWP
599
CFM Wealth Partners
Texas
$2.21M -$13.5K -79 -0.6%
RCM
600
RMR Capital Management
California
$2.2M -$14.7K -86 -0.7%
22 23
24
25 26