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 %
GAA
876
Global Assets Advisory
Florida
$459K +$459K +75,185 New
S
877
Sachetta
Massachusetts
$459K – – –
CNB
878
Camden National Bank
Maine
$457K – – –
MWM
879
Mascoma Wealth Management
New Hampshire
$450K -$252K -1,532 -36%
DTC
880
Davidson Trust Company
Washington
$449K -$46.9K -285 -9%
CF
881
Clarity Financial
Texas
$445K +$65.7K +400 +17%
PI
882
PFG Investments
New York
$444K +$177K +1,074 +66%
EWM
883
EPG Wealth Management
Georgia
$442K – – –
CSPIA
884
Cary Street Partners Investment Advisory
Virginia
$441K – – –
SIC
885
Sterling Investment Counsel
New York
$440K +$329 +2 +0.1%
DI
886
Disciplined Investments
Oklahoma
$438K – – –
CBB
887
Citizens Business Bank
California
$436K – – –
FA
888
Fermata Advisors
California
$435K +$112K +684 +35%
BP
889
BBR Partners
New York
$434K – – –
KAM
890
Kraft Asset Management
Tennessee
$434K -$33.2K -202 -7%
HWMA
891
Heritage Wealth Management (Arizona)
Arizona
$433K -$4.76K -29 -1%
DIA
892
Dana Investment Advisors
Wisconsin
$433K +$433K +2,635 New
OWA
893
Octavia Wealth Advisors
Ohio
$430K -$27.3K -166 -6%
DWG
894
Darden Wealth Group
Michigan
$428K +$27.9K +170 +7%
HCA
895
Horan Capital Advisors
Ohio
$426K – – –
GA
896
Goldstein Advisors
Wisconsin
$426K -$23.2K -141 -5%
MWA
897
Monograph Wealth Advisors
California
$422K +$149K +906 +54%
LSA
898
Lansing Street Advisors
Pennsylvania
$422K -$222K -1,348 -34%
CCA
899
Clearwater Capital Advisors
Illinois
$421K -$9.2K -56 -2%
CAM
900
Crestone Asset Management
Colorado
$420K +$188K +1,141 +81%
34 35
36
37 38