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 %
GFP
651
Gryphon Financial Partners
Ohio
$1.77M +$344K +2,016 +24%
FSA
652
Fort Sheridan Advisors
Illinois
$1.76M +$6.49K +38 +0.4%
CCG
653
Catalina Capital Group
California
$1.74M +$178K +1,044 +11%
WB
654
WesBanco Bank
West Virginia
$1.74M +$174K +1,020 +11%
BWM
655
Bulltick Wealth Management
Florida
$1.74M -$437K -2,562 -20%
MA
656
MKT Advisors
California
$1.73M +$89.2K +515 +5%
RCM
657
Raleigh Capital Management
North Carolina
$1.72M -$866K -5,072 -33%
ATPW
658
Ashton Thomas Private Wealth
Arizona
$1.7M +$5.64K +33 +0.3%
SPWG
659
Syntegra Private Wealth Group
Missouri
$1.69M -$17.9K -105 -1%
JWBC
660
John W. Brooker & Co
California
$1.68M +$171 +1 +0%
AWA
661
Amplius Wealth Advisors
Pennsylvania
$1.67M -$760K -4,452 -31%
AHL
662
Abel Hall LLC
Louisiana
$1.66M +$171 +1 +0%
JBA
663
Johnson Bixby & Associates
Washington
$1.65M -$108K -632 -6%
CIA
664
Capital Investment Advisors
Georgia
$1.61M +$596K +3,488 +58%
AWA
665
Alta Wealth Advisors
Massachusetts
$1.61M -$24.2K -142 -1%
BCA
666
Bay Colony Advisors
Massachusetts
$1.61M +$816K +4,777 +103%
MWM
667
Mattern Wealth Management
Kansas
$1.6M +$16.6K +97 +1%
GFPC
668
Global Financial Private Client
Florida
$1.59M +$5.64K +33 +0.4%
AWM
669
Aspire Wealth Management
Massachusetts
$1.57M -$85.4K -500 -5%
BFP
670
Beacon Financial Planning
Massachusetts
$1.55M +$634K +3,714 +69%
ECM
671
Evergreen Capital Management
Washington
$1.55M – – –
TWA
672
Talisman Wealth Advisors
New Jersey
$1.55M +$5.12K +30 +0.3%
KIA
673
KCM Investment Advisors
California
$1.55M +$7.68K +45 +0.5%
D
674
Diversified
Delaware
$1.54M +$79.4K +465 +5%
WWM
675
WT Wealth Management
Arizona
$1.54M +$854 +5 +0.1%
25 26
27
28 29