iShares MSCI USA Quality Factor ETF
QUAL
225 hedge funds and large institutions have $3.26B invested in iShares MSCI USA Quality Factor ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 60 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
67% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 60
23% more capital invested
Capital invested by funds: $2.65B → $3.26B (+$615M)
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
6% more funds holding
Funds holding: 212 → 225 (+13)
0.38% more ownership
Funds ownership: 59.58% → 59.97% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$252M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$66.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$29.2M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KP
Keel Point
Huntsville,
Alabama
|
-$10.7M |
| 2 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$5.32M |
| 3 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$5.03M |
| 4 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$4.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.83M |
QUAL Hedge Fund Activity: Q2 2018 in Review
225 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2018, worth a combined $3.26B — up 23% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new QUAL positions and 14 closed out — a net gain of 15 holders — while 100 added to existing stakes and 60 trimmed.
The largest buyer was Horizon Investments, adding an estimated $252M. The largest seller was Keel Point, exiting entirely with an estimated $10.7M sold.
- 225 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2018, up from 212 in Q1 2018.
- Funds reported $3.26B of iShares MSCI USA Quality Factor ETF stock for Q2 2018, up 23% quarter-over-quarter.
- 29 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2018 and 14 closed out, a net change of +15 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2018 was Horizon Investments, an estimated $252M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q2 2018 was Keel Point, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2018.