iShares MSCI USA Quality Factor ETF
QUAL
1,490 hedge funds and large institutions have $43.6B invested in iShares MSCI USA Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 644 increasing their positions, 446 reducing their positions, and 66 closing their positions.
218% more first-time investments, than exits
New positions opened: 210 | 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: 644 | Existing positions reduced: 446
11% more funds holding in top 10
Funds holding in top 10: 235 → 261 (+26)
9% more funds holding
Funds holding: 1,371 → 1,490 (+119)
2.02% more ownership
Funds ownership: 86.23% → 88.25% (+2%)
2% more capital invested
Capital invested by funds: $42.7B → $43.6B (+$923M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$389M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$356M |
| 3 |
JP Morgan Chase
New York
|
+$152M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$108M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$247M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$120M |
| 3 |
Bank of New York Mellon
New York
|
-$86M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$85.7M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$72.9M |
QUAL Hedge Fund Activity: Q4 2024 in Review
1,490 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2024, worth a combined $43.6B — up 2.2% from $42.7B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new QUAL positions and 66 closed out — a net gain of 144 holders — while 644 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.
- 1,490 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2024, up from 1,371 in Q3 2024.
- Funds reported $43.6B of iShares MSCI USA Quality Factor ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
- 210 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2024 and 66 closed out, a net change of +144 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.