iShares MSCI USA Quality Factor ETF
QUAL
568 hedge funds and large institutions have $14.9B invested in iShares MSCI USA Quality Factor ETF in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 238 increasing their positions, 194 reducing their positions, and 57 closing their positions.
2,354% more call options, than puts
Call options by funds: $23M | Put options by funds: $939K
23% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 194
6% more capital invested
Capital invested by funds: $14.1B → $14.9B (+$787M)
9% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 57
0% more funds holding
Funds holding: 568 → 568 (0)
0.75% less ownership
Funds ownership: 77.2% → 76.46% (-0.75%)
6% less funds holding in top 10
Funds holding in top 10: 104 → 98 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$55.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$49.3M |
| 4 |
BDF
Balasa Dinverno & Foltz
|
+$43.7M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$210M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$67.4M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$66.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$57.6M |
| 5 |
BlackRock
New York
|
-$56.8M |
QUAL Hedge Fund Activity: Q3 2020 in Review
568 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q3 2020, worth a combined $14.9B — up 5.6% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new QUAL positions and 57 closed out — a net gain of 5 holders — while 238 added to existing stakes and 194 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $108M. The largest seller was Horizon Investments, exiting entirely with an estimated $210M sold.
- 568 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $14.9B of iShares MSCI USA Quality Factor ETF stock for Q3 2020, up 5.6% quarter-over-quarter.
- 62 funds opened new iShares MSCI USA Quality Factor ETF positions in Q3 2020 and 57 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q3 2020 was Fidelity Investments, an estimated $108M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q3 2020 was Horizon Investments, an estimated $210M sold.
Based on aggregated 13F filings for Q3 2020.