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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$71.9M +$5.96M +36,288 +9%
GI
77
Gradient Investments
Minnesota
$71.1M -$3.72M -22,629 -5%
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
$68.3M -$526K -3,201 -0.8%
SF
79
Synovus Financial
Georgia
$67M +$46.3K +282 +0.1%
EH
80
Equitable Holdings
New York
$65.8M +$13.7M +83,655 +26%
Mariner
81
Mariner
Kansas
$63.2M +$39.5M +240,357 +166%
PA
82
Pinnacle Associates
New York
$62.8M +$1.18M +7,205 +2%
SC
83
Schoolcraft Capital
Colorado
$62.1M -$426K -2,591 -0.7%
HFS
84
Howard Financial Services
Texas
$60.7M -$295K -1,795 -0.5%
UB
85
UMB Bank
Missouri
$58.8M +$2.55M +15,494 +5%
CHP
86
Cable Hill Partners
Oregon
$58.4M – – –
SWA
87
Sax Wealth Advisors
New Jersey
$56.9M +$25.5M +155,039 +81%
PAG
88
Private Advisor Group
New Jersey
$56.4M +$4.69M +28,523 +9%
FA
89
Financial Advisors
Massachusetts
$56.1M -$218K -1,325 -0.4%
B
90
Barings
North Carolina
$53.9M -$6.62M -40,251 -11%
WSFS
91
Wilmington Savings Fund Society
Delaware
$53.7M +$53.7M +326,697 New
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$53.6M +$500K +3,043 +0.9%
FFA
93
Fragasso Financial Advisors
Pennsylvania
$52.7M +$831K +5,054 +2%
BWM
94
Baron Wealth Management
Michigan
$50M -$440K -2,675 -0.9%
AWMS
95
Advocacy Wealth Management Services
Georgia
$50M +$29.6M +179,982 +145%
SW
96
SVB Wealth
Massachusetts
$48.5M -$725K -4,410 -1%
SPIA
97
Steward Partners Investment Advisory
New York
$47M -$597K -3,631 -1%
MPW
98
MA Private Wealth
California
$46.7M +$1.86M +11,343 +4%
TC
99
Trilogy Capital
California
$46.5M -$2.6M -15,832 -5%
VU
100
Valence8 US
Massachusetts
$46.3M +$640K +3,894 +1%
2 3
4
5 6