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 %
CNBTD
901
Citizens National Bank Trust Department
Mississippi
$417K +$417K +2,540 New
PPC
902
Park Place Capital
Alabama
$417K -$148K -902 -26%
EA
903
Everpar Advisors
Oklahoma
$417K +$417K +2,537 New
SLWA
904
San Luis Wealth Advisors
California
$416K +$1.48K +9 +0.4%
WJA
905
Willis Johnson & Associates
Texas
$415K -$13.3K -81 -3%
NG
906
Norden Group
Utah
$413K +$413K +2,511 New
Empower Advisory Group
907
Empower Advisory Group
Colorado
$410K +$410K +2,493 New
FPCP
908
Fort Point Capital Partners
California
$410K – – –
ACP
909
Aveo Capital Partners
Colorado
$407K -$354K -2,226 -47%
SR
910
Syntax Research
Florida
$407K +$657 +4 +0.2%
LRPA
911
L. Roy Papp & Associates
Arizona
$407K – – –
GPA
912
Guerra Pan Advisors
New Jersey
$405K +$57K +347 +16%
HIA
913
Harbor Investment Advisory
Maryland
$404K +$6.08K +37 +2%
ASW
914
Astoria Strategic Wealth
Texas
$400K -$83.7K -509 -17%
ACA
915
American Capital Advisory
Idaho
$399K +$270K +2,174 +208%
AQR Capital Management
916
AQR Capital Management
Connecticut
$397K +$397K +2,413 New
Bessemer Group
917
Bessemer Group
New Jersey
$396K +$249K +1,520 +169%
ADL
918
Asset Dedication LLC
California
$393K -$92.6K -561 -19%
JGIA
919
Jackson Grant Investment Advisers
Connecticut
$392K +$55.6K +338 +17%
CWC
920
Carolinas Wealth Consulting
North Carolina
$391K +$1.15K +7 +0.3%
KBFS
921
Kohmann Bosshard Financial Services
Ohio
$388K – – –
PFA
922
Pinnacle Family Advisors
Missouri
$384K -$253K -1,541 -40%
CAAS
923
Capital Asset Advisory Services
Michigan
$383K -$31K -191 -7%
MFA
924
Morling Financial Advisors
California
$382K +$382K +2,327 New
TCOV
925
Trust Company of Vermont
Vermont
$382K +$1.15K +7 +0.3%
35 36
37
38 39