iShares MSCI USA Quality Factor ETF
QUAL
860 hedge funds and large institutions have $17.7B invested in iShares MSCI USA Quality Factor ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 343 increasing their positions, 290 reducing their positions, and 86 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 290
4.81% more ownership
Funds ownership: 76.47% → 81.28% (+4.8%)
8% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 86
1% less funds holding
Funds holding: 865 → 860 (-5)
4% less funds holding in top 10
Funds holding in top 10: 119 → 114 (-5)
9% less capital invested
Capital invested by funds: $19.4B → $17.7B (-$1.73B)
83% less call options, than puts
Call options by funds: $1.78M | Put options by funds: $10.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$917M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$142M |
| 3 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
+$82.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$67.9M |
| 5 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$113M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$73.4M |
| 3 |
COF
Capital One Financial
Mclean,
Virginia
|
-$68.3M |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$61.7M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$58.9M |
QUAL Hedge Fund Activity: Q1 2022 in Review
860 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q1 2022, worth a combined $17.7B — down 8.9% from $19.4B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new QUAL positions and 86 closed out — a net gain of 7 holders — while 343 added to existing stakes and 290 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $917M. The largest seller was Merriman Wealth Management, cutting an estimated $113M.
- 860 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q1 2022, down from 865 in Q4 2021.
- Funds reported $17.7B of iShares MSCI USA Quality Factor ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
- 93 funds opened new iShares MSCI USA Quality Factor ETF positions in Q1 2022 and 86 closed out, a net change of +7 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $917M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q1 2022 was Merriman Wealth Management, an estimated $113M sold.
Based on aggregated 13F filings for Q1 2022.