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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$153M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$144M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$96.5M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$77.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.19B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$278M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$90.9M |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$78.5M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$50.6M |
QUAL Hedge Fund Activity: Q1 2024 in Review
1,247 of the 6,943 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.