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
17.95%
Holding in Top 10
228
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.14%
% of All Funds
3.31%
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
1
Cetera Investment Advisers
Illinois
$276M
2
Wells Fargo
2
Wells Fargo
California
$791M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
3AM
4
3EDGE Asset Management
Florida
$101M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$210M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.34B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$162M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.42B
4
BTI
4
Blue Trust Inc
Georgia
$380M
5
MGW
5
MB Generational Wealth
Washington
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$97.2M +$18.8M +114,459 +24%
FIA
52
Foundations Investment Advisors
Arizona
$96.6M +$30.6M +186,070 +46%
UCFA
53
United Capital Financial Advisors
Texas
$96M -$6.55M -39,824 -6%
SMA
54
Sage Mountain Advisors
Georgia
$94.9M +$3.7M +22,539 +4%
OWP
55
Obermeyer Wealth Partners
Colorado
$92.6M +$3.57M +21,706 +4%
PCIA
56
Prime Capital Investment Advisors
Kansas
$91.2M +$11.7M +71,294 +15%
JC
57
JB Capital
Connecticut
$91.2M -$244K -1,487 -0.3%
Franklin Resources
58
Franklin Resources
California
$91.1M -$6.11M -37,190 -6%
PA
59
Parallel Advisors
California
$88.4M +$1.11M +6,743 +1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$88.3M -$77.6K -472 -0.1%
Two Sigma Investments
61
Two Sigma Investments
New York
$88.1M +$18.3M +111,500 +26%
CAM
62
Cresset Asset Management
Illinois
$86.4M +$9.17M +55,770 +12%
SCM
63
SCS Capital Management
Massachusetts
$85.9M +$74.7M +454,512 +669%
SC
64
Savant Capital
Illinois
$84.7M -$1.78M -10,856 -2%
AWM
65
AE Wealth Management
Kansas
$81.1M -$14.7M -89,474 -15%
KAS
66
Kestra Advisory Services
Texas
$81M +$11.4M +69,586 +16%
US Bancorp
67
US Bancorp
Minnesota
$79.9M -$1.41M -8,605 -2%
CA
68
Cetera Advisors
Colorado
$79.3M +$27.7M +168,270 +54%
NA
69
NewEdge Advisors
Louisiana
$79M +$1.45M +8,793 +2%
UA
70
Unison Advisors
District of Columbia
$77.4M +$5.96M +36,238 +8%
BAAM
71
Baker Avenue Asset Management
California
$75.7M +$1.64M +9,984 +2%
DADC
72
D.A. Davidson & Co
Montana
$74.8M -$3.29M -20,028 -4%
AWS
73
Atria Wealth Solutions
New York
$74.6M +$59.7K +363 +0.1%
JIC
74
Johnson Investment Counsel
Ohio
$73.7M +$1.28M +7,774 +2%
HTC
75
Haverford Trust Company
Pennsylvania
$72.9M +$44.5M +270,550 +156%
1 2
3
4 5