We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

1,247 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 152 funds opening new positions, 515 increasing their positions, 430 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $6M | Put options by funds: $875K

171% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 430

12% more capital invested

Capital invested by funds: $32.8B → $36.7B (+$3.89B)

11% more funds holding in top 10

Funds holding in top 10: 208 → 230 (+22)

7% more funds holding

Funds holding: 1,167 → 1,247 (+80)

5.3% less ownership

Funds ownership: 91.18% → 85.88% (-5.3%)

Holders
1,247
Holders Change
+80
Holders Change %
+6.86%
% of All Funds
17.96%
Holding in Top 10
230
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.58%
% of All Funds
3.31%
New
152
Increased
515
Reduced
430
Closed
56
Calls
$6M
Puts
$875K
Net Calls
+$5.12M
Net Calls Change
+$3.49M

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$153M
2
Wells Fargo
Wells Fargo
California
+$144M
3
Bank of America
Bank of America
North Carolina
+$127M
4
3AM
3EDGE Asset Management
Florida
+$96.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$77.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.19B
2
Osaic Holdings
Osaic Holdings
Arizona
-$278M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.9M
4
BTI
Blue Trust Inc
Georgia
-$78.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1001
US Financial Advisors
Massachusetts
$296K -$60.1K -385 -18%
BFIM
1002
Beese Fulmer Investment Management
Ohio
$296K +$281K +1,800 New
CB
1003
Cadence Bank
Mississippi
$295K +$156 +1 +0.1%
IAS
1004
Insigneo Advisory Services
Florida
$295K +$280K +1,795 New
CIR
1005
Clear Investment Research
Georgia
$293K -$11.1K -71 -4%
HAS
1006
HBW Advisory Services
California
$293K – – –
PMG
1007
ProVise Management Group
Florida
$293K -$77.8K -498 -22%
BSSFA
1008
Baron Silver Stevens Financial Advisors
Florida
$291K +$277K +1,772 New
RIA
1009
Realta Investment Advisors
Delaware
$287K -$57.8K -370 -18%
SC
1010
Scotia Capital
Ontario, Canada
$286K -$91.6K -586 -25%
SAM
1011
Strategy Asset Managers
California
$280K – – –
SC
1012
Solstein Capital
California
$280K -$17K -109 -6%
IA
1013
Inspire Advisors
Idaho
$280K +$266K +1,701 New
VPIM
1014
Vanguard Personalized Indexing Management
California
$276K +$263K +1,682 New
DIM
1015
Delta Investment Management
California
$276K +$17.7K +113 +7%
FA
1016
Fortis Advisors
Pennsylvania
$275K +$262K +1,675 New
PWP
1017
Principle Wealth Partners
Connecticut
$275K +$262K +1,674 New
HWA
1018
HHM Wealth Advisors
Tennessee
$273K – – –
KFC
1019
Klingenstein Fields & Co
New York
$272K – – –
MGIA
1020
Moneta Group Investment Advisors
Missouri
$272K +$259K +1,658 New
TWM
1021
Tolleson Wealth Management
Texas
$271K – – –
AL
1022
Aspiriant LLC
California
$270K – – –
ACM
1023
AUA Capital Management
Pennsylvania
$269K +$256K +1,639 New
WANY
1024
Wealthspire Advisors (New York)
New York
$269K +$256K +1,637 New
CASC
1025
Coppell Advisory Solutions Corp
Texas
$268K +$254K +1,628 New
39 40
41
42 43

QUAL Hedge Fund Activity: Q1 2024 in Review

1,247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q1 2024, worth a combined $36.7B — up 12% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new QUAL positions and 56 closed out — a net gain of 96 holders — while 515 added to existing stakes and 430 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $153M. The largest seller was Morgan Stanley, cutting an estimated $1.19B.

  • 1,247 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q1 2024, up from 1,167 in Q4 2023.
  • Funds reported $36.7B of iShares MSCI USA Quality Factor ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 152 funds opened new iShares MSCI USA Quality Factor ETF positions in Q1 2024 and 56 closed out, a net change of +96 holders.
  • The largest iShares MSCI USA Quality Factor ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $153M added.
  • The largest iShares MSCI USA Quality Factor ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.19B sold.

Based on aggregated 13F filings for Q1 2024.