iShares MSCI USA Quality Factor ETF
QUAL
120 hedge funds and large institutions have $1.51B invested in iShares MSCI USA Quality Factor ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
8% more capital invested
Capital invested by funds: $1.39B → $1.51B (+$114M)
7% more funds holding
Funds holding: 112 → 120 (+8)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
4.61% less ownership
Funds ownership: 48.67% → 44.06% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$178M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$42.1M |
| 3 |
PC
Permanens Capital
New York
|
+$21.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.1M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$59.1M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$56.8M |
| 3 |
Morgan Stanley
New York
|
-$54.2M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$28.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$14.7M |
QUAL Hedge Fund Activity: Q4 2016 in Review
120 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2016, worth a combined $1.51B — up 8.2% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new QUAL positions and 9 closed out — a net gain of 10 holders — while 52 added to existing stakes and 39 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $178M. The largest seller was Bank of New York Mellon, cutting an estimated $59.1M.
- 120 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2016, up from 112 in Q3 2016.
- Funds reported $1.51B of iShares MSCI USA Quality Factor ETF stock for Q4 2016, up 8.2% quarter-over-quarter.
- 19 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2016 and 9 closed out, a net change of +10 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q4 2016 was PNC Financial Services Group, an estimated $178M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q4 2016 was Bank of New York Mellon, an estimated $59.1M sold.
Based on aggregated 13F filings for Q4 2016.