iShares MSCI USA Quality Factor ETF
QUAL
1,369 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 617 increasing their positions, 418 reducing their positions, and 41 closing their positions.
229% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 41
222% more call options, than puts
Call options by funds: $2.89M | Put options by funds: $897K
48% more repeat investments, than reductions
Existing positions increased: 617 | Existing positions reduced: 418
7% more capital invested
Capital invested by funds: $39.9B → $42.7B (+$2.79B)
6% more funds holding
Funds holding: 1,293 → 1,369 (+76)
0.59% less ownership
Funds ownership: 86.75% → 86.16% (-0.59%)
2% less funds holding in top 10
Funds holding in top 10: 237 → 233 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$201M |
| 2 |
LPL Financial
San Diego,
California
|
+$165M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$89.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$88M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$64.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$166M |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$115M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$108M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$96.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$96.5M |
QUAL Hedge Fund Activity: Q3 2024 in Review
1,369 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q3 2024, worth a combined $42.7B — up 7% from $39.9B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new QUAL positions and 41 closed out — a net gain of 94 holders — while 617 added to existing stakes and 418 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $201M. The largest seller was BlackRock, cutting an estimated $166M.
- 1,369 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q3 2024, up from 1,293 in Q2 2024.
- Funds reported $42.7B of iShares MSCI USA Quality Factor ETF stock for Q3 2024, up 7% quarter-over-quarter.
- 135 funds opened new iShares MSCI USA Quality Factor ETF positions in Q3 2024 and 41 closed out, a net change of +94 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q3 2024 was Fidelity Investments, an estimated $201M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q3 2024 was BlackRock, an estimated $166M sold.
Based on aggregated 13F filings for Q3 2024.