iShares MSCI USA Quality Factor ETF
QUAL
717 hedge funds and large institutions have $16.2B invested in iShares MSCI USA Quality Factor ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 291 increasing their positions, 242 reducing their positions, and 36 closing their positions.
1,683% more call options, than puts
Call options by funds: $55M | Put options by funds: $3.08M
103% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 36
20% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 242
11% more capital invested
Capital invested by funds: $14.6B → $16.2B (+$1.59B)
4% more funds holding
Funds holding: 688 → 717 (+29)
1% more funds holding in top 10
Funds holding in top 10: 101 → 102 (+1)
0.55% more ownership
Funds ownership: 74.34% → 74.9% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$153M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$101M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$87.5M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$76.9M |
| 5 |
Morgan Stanley
New York
|
+$72.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$119M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$119M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$76.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$63.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$45.3M |
QUAL Hedge Fund Activity: Q2 2021 in Review
717 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2021, worth a combined $16.2B — up 11% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new QUAL positions and 36 closed out — a net gain of 37 holders — while 291 added to existing stakes and 242 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $153M. The largest seller was Victory Capital Management, exiting entirely with an estimated $119M sold.
- 717 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2021, up from 688 in Q1 2021.
- Funds reported $16.2B of iShares MSCI USA Quality Factor ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 73 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2021 and 36 closed out, a net change of +37 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2021 was Horizon Investments, an estimated $153M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q2 2021 was Victory Capital Management, an estimated $119M sold.
Based on aggregated 13F filings for Q2 2021.