QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,238 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 151 funds opening new positions, 513 increasing their positions, 427 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+81
Holders Change %
+7%
% of All Funds
17.94%
Holding in Top 10
228
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.14%
% of All Funds
3.3%
New
151
Increased
513
Reduced
427
Closed
54
Calls
$6M
Puts
$875K
Net Calls
+$5.12M
Net Calls Change
+$3.49M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$161M
2
Wells Fargo
Wells Fargo
California
+$152M
3
Bank of America
Bank of America
North Carolina
+$134M
4
3AM
3EDGE Asset Management
Florida
+$101M
5
HighTower Advisors
HighTower Advisors
Illinois
+$81.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.25B
2
Osaic Holdings
Osaic Holdings
Arizona
-$293M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.7M
4
BTI
Blue Trust Inc
Georgia
-$82.6M
5
MGW
MB Generational Wealth
Washington
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
701
Stephens Consulting
Michigan
$1.08M – – –
SC
702
Saiph Capital
New Jersey
$1.08M -$34.5K -210 -3%
WFM
703
Wolff Financial Management
Michigan
$1.07M -$17.8K -108 -2%
FSA
704
Financial Sense Advisors
California
$1.06M -$90.2K -549 -8%
FHC
705
First Heartland Consultants
Missouri
$1.06M +$262K +1,598 +33%
DAS
706
Dynamic Advisor Solutions
Arizona
$1.05M +$124K +757 +13%
GT
707
Glenview Trust
Kentucky
$1.05M -$20.5K -125 -2%
AWM
708
Atticus Wealth Management
Florida
$1.04M +$195K +1,187 +23%
FI
709
FWG Investments
Kentucky
$1.04M -$32.7K -199 -3%
WWP
710
WR Wealth Planners
Missouri
$1.03M -$1.4M -8,494 -58%
LJAC
711
L.J. Altfest & Co
New York
$1.03M +$30.9K +188 +3%
JPG
712
Jordan Park Group
California
$1.02M -$5.59K -34 -0.5%
LA
713
LexAurum Advisors
Kansas
$1.01M -$369K -2,244 -27%
PGFC
714
Peapack-Gladstone Financial Corp
New Jersey
$1.01M +$16.4K +100 +2%
CW
715
Connectus Wealth
Ohio
$1M +$7.07K +43 +0.7%
PCM
716
Parsons Capital Management
Rhode Island
$1M +$61.3K +373 +7%
AWC
717
Abundance Wealth Counselors
Pennsylvania
$994K – – –
VCA
718
Verdence Capital Advisors
Maryland
$988K +$386K +2,349 +64%
EWA
719
EverSource Wealth Advisors
Alabama
$987K -$200K -1,276 -17%
Pathstone Holdings
720
Pathstone Holdings
New Jersey
$986K +$163K +994 +20%
CIA
721
Capital Investment Advisors
Georgia
$980K +$68.9K +419 +8%
VWA
722
Visionary Wealth Advisors
Illinois
$976K +$60.5K +368 +7%
FF
723
Fluent Financial
Texas
$963K +$963K +5,860 New
LSA
724
L & S Advisors
California
$959K +$4.27K +26 +0.4%
CWM
725
Cahaba Wealth Management
Georgia
$958K – – –
27 28
29
30 31