iShares MSCI USA Quality Factor ETF
QUAL
837 hedge funds and large institutions have $14.5B invested in iShares MSCI USA Quality Factor ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 290 increasing their positions, 340 reducing their positions, and 89 closing their positions.
3% less funds holding
Funds holding: 860 → 837 (-23)
5.44% less ownership
Funds ownership: 81.28% → 75.85% (-5.4%)
15% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 89
15% less repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 340
16% less funds holding in top 10
Funds holding in top 10: 114 → 96 (-18)
18% less capital invested
Capital invested by funds: $17.7B → $14.5B (-$3.26B)
83% less call options, than puts
Call options by funds: $1.5M | Put options by funds: $8.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$74.7M |
| 2 |
CHP
Cable Hill Partners
Portland,
Oregon
|
+$37.8M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$33.1M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$25.8M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$844M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$130M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$104M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$89.5M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$57.3M |
QUAL Hedge Fund Activity: Q2 2022 in Review
837 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2022, worth a combined $14.5B — down 18% from $17.7B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of QUAL and 76 opened new positions — a net loss of 13 holders — while 340 trimmed existing stakes and 290 added.
The largest buyer was SVB Wealth, adding an estimated $74.7M. The largest seller was CFS Investment Advisory Services, cutting an estimated $844M.
- 837 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2022, down from 860 in Q1 2022.
- Funds reported $14.5B of iShares MSCI USA Quality Factor ETF stock for Q2 2022, down 18% quarter-over-quarter.
- 76 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2022 and 89 closed out, a net change of -13 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2022 was SVB Wealth, an estimated $74.7M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $844M sold.
Based on aggregated 13F filings for Q2 2022.