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iShares MSCI USA Quality Factor ETF
QUAL

1,487 hedge funds and large institutions have $43.8B invested in iShares MSCI USA Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 642 increasing their positions, 446 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 66

215% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $1.32M

44% more repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 446

11% more funds holding in top 10

Funds holding in top 10: 233 → 259 (+26)

9% more funds holding

Funds holding: 1,369 → 1,487 (+118)

1.85% more ownership

Funds ownership: 86.16% → 88.01% (+1.8%)

3% more capital invested

Capital invested by funds: $42.7B → $43.8B (+$1.09B)

Holders
1,487
Holders Change
+118
Holders Change %
+8.62%
% of All Funds
19.59%
Holding in Top 10
259
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+11.16%
% of All Funds
3.41%
New
209
Increased
642
Reduced
446
Closed
66
Calls
$4.15M
Puts
$1.32M
Net Calls
+$2.83M
Net Calls Change
+$841K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$389M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$356M
3
JP Morgan Chase
JP Morgan Chase
New York
+$152M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$105M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$247M
2
BL
Balentine LLC
Georgia
-$120M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$86M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$85.7M
5
3AM
3EDGE Asset Management
Florida
-$72.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
126
Scarborough Advisors
Maryland
$41M -$6.33M -34,840 -13%
HCA
127
Heck Capital Advisors
Wisconsin
$40.8M -$1.99M -10,976 -5%
AllianceBernstein
128
AllianceBernstein
Tennessee
$39.9M -$3.62M -19,922 -8%
AAS
129
Avantax Advisory Services
Texas
$39.6M +$996K +5,482 +3%
AF
130
Apexium Financial
Texas
$39.2M +$1.75M +9,615 +5%
KCM
131
Kathmere Capital Management
Pennsylvania
$38.7M +$37.4K +206 +0.1%
IWM
132
IHT Wealth Management
Illinois
$38.4M +$1.45M +7,995 +4%
FC
133
Forte Capital
New York
$38.2M +$1.46M +8,030 +4%
CFGS
134
Concourse Financial Group Securities
Alabama
$37.2M +$2.56M +14,084 +7%
TCM
135
TD Capital Management
Tennessee
$37M -$1,000K -5,504 -3%
LLWM
136
Life Line Wealth Management
California
$36.9M +$37.2M +204,693 +8,317%
KPWS
137
Kestra Private Wealth Services
Texas
$36.5M +$7.66M +42,146 +26%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$36.4M +$4.43M +24,384 +14%
PA
139
Parallel Advisors
California
$36.1M -$1.04M -5,701 -3%
AWM
140
Apollon Wealth Management
South Carolina
$35.6M +$32M +176,188 +748%
HSG
141
Helen Stephens Group
Texas
$35.4M +$486K +2,674 +1%
SB
142
Strategic Blueprint
Georgia
$35.2M +$404K +2,226 +1%
MFG
143
Merit Financial Group
Georgia
$34.9M +$15.6M +86,138 +78%
TLFA
144
True Link Financial Advisors
California
$34.4M +$466K +2,563 +1%
1WM
145
1900 Wealth Management
Texas
$34.2M -$397K -2,188 -1%
HCM
146
Hengehold Capital Management
Ohio
$33.9M -$389K -2,141 -1%
HFS
147
Hughes Financial Services
Virginia
$33.8M +$34.5M +190,036 New
UA
148
Unison Advisors
District of Columbia
$33.8M -$1.06M -5,852 -3%
IWA
149
Icon Wealth Advisors
Texas
$33.6M -$278K -1,531 -0.8%
SFI
150
SPC Financial Inc
Maryland
$33.3M +$420K +2,312 +1%
4 5
6
7 8

QUAL Hedge Fund Activity: Q4 2024 in Review

1,487 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2024, worth a combined $43.8B — up 2.5% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new QUAL positions and 66 closed out — a net gain of 143 holders — while 642 added to existing stakes and 446 trimmed.

The largest buyer was LPL Financial, adding an estimated $389M. The largest seller was Horizon Investments, cutting an estimated $247M.

  • 1,487 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2024, up from 1,369 in Q3 2024.
  • Funds reported $43.8B of iShares MSCI USA Quality Factor ETF stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 209 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2024 and 66 closed out, a net change of +143 holders.
  • The largest iShares MSCI USA Quality Factor ETF buyer in Q4 2024 was LPL Financial, an estimated $389M added.
  • The largest iShares MSCI USA Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $247M sold.

Based on aggregated 13F filings for Q4 2024.