iShares MSCI USA Quality Factor ETF
QUAL
250 hedge funds and large institutions have $4.01B invested in iShares MSCI USA Quality Factor ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 13 closing their positions.
200% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 13
103% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 60
46% more funds holding in top 10
Funds holding in top 10: 26 → 38 (+12)
23% more capital invested
Capital invested by funds: $3.26B → $4.01B (+$752M)
11% more funds holding
Funds holding: 225 → 250 (+25)
0.1% more ownership
Funds ownership: 59.97% → 60.07% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$38.8M |
| 2 |
BlackRock
New York
|
+$34.1M |
| 3 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
+$32M |
| 4 |
CMO
Covenant Multifamily Offices
San Antonio,
Texas
|
+$31.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.7M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$4.43M |
| 3 |
TA
TMD & Associates
Scottsdale,
Arizona
|
-$3.06M |
| 4 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$2.6M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
-$2.02M |
QUAL Hedge Fund Activity: Q3 2018 in Review
250 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q3 2018, worth a combined $4.01B — up 23% from $3.26B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new QUAL positions and 13 closed out — a net gain of 26 holders — while 122 added to existing stakes and 60 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $38.8M. The largest seller was Brinker Capital Investments, cutting an estimated $5.7M.
- 250 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q3 2018, up from 225 in Q2 2018.
- Funds reported $4.01B of iShares MSCI USA Quality Factor ETF stock for Q3 2018, up 23% quarter-over-quarter.
- 39 funds opened new iShares MSCI USA Quality Factor ETF positions in Q3 2018 and 13 closed out, a net change of +26 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q3 2018 was Carson Wealth (CWM LLC), an estimated $38.8M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q3 2018 was Brinker Capital Investments, an estimated $5.7M sold.
Based on aggregated 13F filings for Q3 2018.