iShares MSCI USA Quality Factor ETF
QUAL
338 hedge funds and large institutions have $7.23B invested in iShares MSCI USA Quality Factor ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 31 closing their positions.
103% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 31
70% more capital invested
Capital invested by funds: $4.26B → $7.23B (+$2.97B)
68% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 90
7% more funds holding
Funds holding: 315 → 338 (+23)
6.72% more ownership
Funds ownership: 63.56% → 70.27% (+6.7%)
4% more funds holding in top 10
Funds holding in top 10: 49 → 51 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$751M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$393M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$367M |
| 4 |
BlackRock
New York
|
+$137M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Schroders
London,
United Kingdom
|
-$158M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$22.4M |
| 3 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$17.1M |
| 4 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$14.2M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$12.8M |
QUAL Hedge Fund Activity: Q1 2019 in Review
338 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q1 2019, worth a combined $7.23B — up 70% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new QUAL positions and 31 closed out — a net gain of 32 holders — while 151 added to existing stakes and 90 trimmed.
The largest buyer was Bank of America, adding an estimated $751M. The largest seller was Schroders, cutting an estimated $158M.
- 338 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q1 2019, up from 315 in Q4 2018.
- Funds reported $7.23B of iShares MSCI USA Quality Factor ETF stock for Q1 2019, up 70% quarter-over-quarter.
- 63 funds opened new iShares MSCI USA Quality Factor ETF positions in Q1 2019 and 31 closed out, a net change of +32 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q1 2019 was Bank of America, an estimated $751M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q1 2019 was Schroders, an estimated $158M sold.
Based on aggregated 13F filings for Q1 2019.