iShares MSCI USA Quality Factor ETF
QUAL
135 hedge funds and large institutions have $1.81B invested in iShares MSCI USA Quality Factor ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 14 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 35
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
9% more capital invested
Capital invested by funds: $1.66B → $1.81B (+$146M)
3.84% more ownership
Funds ownership: 45.52% → 49.36% (+3.8%)
2% more funds holding
Funds holding: 132 → 135 (+3)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$40.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$20.6M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$17.3M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$12.7M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.2M |
| 2 |
Morgan Stanley
New York
|
-$14.7M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$5.92M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.52M |
| 5 |
SIM
SSI Investment Management
Los Angeles,
California
|
-$2.27M |
QUAL Hedge Fund Activity: Q2 2017 in Review
135 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2017, worth a combined $1.81B — up 8.8% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new QUAL positions and 14 closed out — a net gain of 5 holders — while 63 added to existing stakes and 35 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $40.6M. The largest seller was Bank of America, cutting an estimated $16.2M.
- 135 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2017, up from 132 in Q1 2017.
- Funds reported $1.81B of iShares MSCI USA Quality Factor ETF stock for Q2 2017, up 8.8% quarter-over-quarter.
- 19 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2017 and 14 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2017 was PNC Financial Services Group, an estimated $40.6M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q2 2017 was Bank of America, an estimated $16.2M sold.
Based on aggregated 13F filings for Q2 2017.