ISHARES MSCI USA QUALITY FAC (QUAL) Institutional Ownership Changes & 13F Activity

ISHARES MSCI USA QUALITY FAC (QUAL) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-3,249105,286$20,194,912
Q4 2025Renaissance Technologies LLCBuy9,90014,500$2,879,990
Q4 2025Sequoia Financial AdvisorsBuy3,013108,535$21,557,168
Q3 2025Sequoia Financial AdvisorsSell-23,063105,522$20,524,123
Q3 2025Renaissance Technologies LLCSell-2,7004,600$894,700
Q2 2025Sequoia Financial AdvisorsSell-39,369128,585$23,507,836
Q1 2025Sequoia Financial AdvisorsBuy38,561167,954$28,701,700
Q4 2024Sequoia Financial AdvisorsBuy121,162129,393$23,042,394
Q4 2024Renaissance Technologies LLCSell-24,9007,300$1,299,984
Q3 2024Renaissance Technologies LLCBuy25,40032,200$5,773,460
Q3 2024Sequoia Financial AdvisorsSell-498,231$1,475,819
Q2 2024Renaissance Technologies LLCSell-11,7006,800$1,161,168
Q2 2024Sequoia Financial AdvisorsBuy8048,280$1,413,893
Q1 2024Sequoia Financial AdvisorsSell-1,4047,476$1,228,681
Q4 2023Sequoia Financial AdvisorsBuy5,0218,880$1,306,604
Q4 2023Renaissance Technologies LLCSell-1,30018,500$2,722
Q3 2023Sequoia Financial AdvisorsBuy1733,859$508,578
Q2 2023Renaissance Technologies LLCBuy6,80019,800$2,670
Q2 2023Sequoia Financial AdvisorsBuy973,686$497,131
Q1 2023Renaissance Technologies LLCSell-1,40013,000$1,613
Q1 2023Sequoia Financial AdvisorsBuy1513,589$445,270
Q3 2022Sequoia Financial AdvisorsSell-1003,438$357
Q2 2022Sequoia Financial AdvisorsBuy4923,538$395
Q1 2022Sequoia Financial AdvisorsSell-5503,046$410
Q4 2021Renaissance Technologies LLCSell-12,10014,400$2,096
Q4 2021Sequoia Financial AdvisorsSell-1,9103,596$523
Q3 2021Renaissance Technologies LLCBuy26,50026,500$3,491
Q2 2021Sequoia Financial AdvisorsBuy3,2745,506$732
Q1 2021Sequoia Financial AdvisorsSell-1,8732,232$272
Q1 2021Matrix Private Capital GroupBuy61,049$128

Frequently asked questions about QUAL activity

  • Which institutional owners are buying QUAL?

    Institutional owners buying QUAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in QUAL activity?

    "Buy" means an investor increased their reported position in QUAL compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI USA QUALITY FAC (QUAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in QUAL increasing?

    Institutional interest in QUAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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