iShares MSCI USA Quality Factor ETF
QUAL
184 hedge funds and large institutions have $2.67B invested in iShares MSCI USA Quality Factor ETF in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 11 closing their positions.
400% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 11
44% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 45
31% more funds holding
Funds holding: 140 → 184 (+44)
19% more capital invested
Capital invested by funds: $2.25B → $2.67B (+$427M)
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
2.85% more ownership
Funds ownership: 59.25% → 62.1% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$52M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$45.1M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
+$41.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$16.8M |
| 2 |
Jane Street
New York
|
-$10.2M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$4.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.7M |
| 5 |
Morgan Stanley
New York
|
-$2.07M |
QUAL Hedge Fund Activity: Q4 2017 in Review
184 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2017, worth a combined $2.67B — up 19% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new QUAL positions and 11 closed out — a net gain of 44 holders — while 65 added to existing stakes and 45 trimmed.
The largest buyer was BlackRock, adding an estimated $52M. The largest seller was United Services Automobile Association, cutting an estimated $16.8M.
- 184 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2017, up from 140 in Q3 2017.
- Funds reported $2.67B of iShares MSCI USA Quality Factor ETF stock for Q4 2017, up 19% quarter-over-quarter.
- 55 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2017 and 11 closed out, a net change of +44 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q4 2017 was BlackRock, an estimated $52M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q4 2017 was United Services Automobile Association, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2017.