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iShares MSCI USA Quality Factor ETF
QUAL
QUAL
79 hedge funds and large institutions have $953M invested in iShares MSCI USA Quality Factor ETF in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
2,900% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 1
260% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 10
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
55% more funds holding
Funds holding: 51 → 79 (+28)
31% more capital invested
Capital invested by funds: $726M → $953M (+$227M)
13.36% less ownership
Funds ownership: 63.54% → 50.19% (-13%)
Holders
79
Holders Change
+28
Holders Change %
+54.9%
% of All Funds
2.07%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.34%
New
30
Increased
36
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$29.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$28.3M |
| 3 |
Morgan Stanley
New York
|
+$13.7M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$11.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.27M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
76
MSI Financial Services
Springfield,
Massachusetts
| $38K | +$19.4K | +300 | +103% |
|
|
ASN
77
Advisory Services Network
Atlanta,
Georgia
| $38K | +$38.5K | +595 | New |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $219 | +$95.2K | +1,470 | +77% |
|
|
NFG
79
Next Financial Group
Houston,
Texas
| – | -$152K | -2,530 | Closed |
|