iShares MSCI USA Quality Factor ETF
QUAL
14 hedge funds and large institutions have $230M invested in iShares MSCI USA Quality Factor ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.
133% more funds holding
Funds holding: 6 → 14 (+8)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
79% more capital invested
Capital invested by funds: $128M → $230M (+$102M)
14.4% less ownership
Funds ownership: 117.28% → 102.87% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
+$47.1M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$29.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.78M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.1M |
| 5 |
Morgan Stanley
New York
|
+$774K |
Top Sellers
QUAL Hedge Fund Activity: Q4 2013 in Review
14 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2013, worth a combined $230M — up 79% from $128M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new QUAL positions and 0 closed out — a net gain of 8 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was BOK Financial Private Wealth, opening a new position worth an estimated $47.1M.
- 14 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2013, up from 6 in Q3 2013.
- Funds reported $230M of iShares MSCI USA Quality Factor ETF stock for Q4 2013, up 79% quarter-over-quarter.
- 8 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2013 and 0 closed out, a net change of +8 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q4 2013 was BOK Financial Private Wealth, an estimated $47.1M added.
Based on aggregated 13F filings for Q4 2013.