iShares MSCI USA Quality Factor ETF
QUAL
315 hedge funds and large institutions have $4.26B invested in iShares MSCI USA Quality Factor ETF in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 106 increasing their positions, 85 reducing their positions, and 30 closing their positions.
220% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 30
29% more funds holding in top 10
Funds holding in top 10: 38 → 49 (+11)
26% more funds holding
Funds holding: 250 → 315 (+65)
25% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 85
6% more capital invested
Capital invested by funds: $4.02B → $4.26B (+$246M)
3.42% more ownership
Funds ownership: 60.14% → 63.56% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$345M |
| 2 |
JPG
Jordan Park Group
San Francisco,
California
|
+$104M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$96.7M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$85.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$74.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$199M |
| 2 |
S
Schroders
London,
United Kingdom
|
-$79.6M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$67M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
-$53.3M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
-$42.9M |
QUAL Hedge Fund Activity: Q4 2018 in Review
315 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2018, worth a combined $4.26B — up 6.1% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new QUAL positions and 30 closed out — a net gain of 66 holders — while 106 added to existing stakes and 85 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was Horizon Investments, cutting an estimated $199M.
- 315 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2018, up from 250 in Q3 2018.
- Funds reported $4.26B of iShares MSCI USA Quality Factor ETF stock for Q4 2018, up 6.1% quarter-over-quarter.
- 96 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2018 and 30 closed out, a net change of +66 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q4 2018 was Fidelity Investments, an estimated $345M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q4 2018 was Horizon Investments, an estimated $199M sold.
Based on aggregated 13F filings for Q4 2018.