iShares MSCI USA Quality Factor ETF
QUAL
352 hedge funds and large institutions have $7.45B invested in iShares MSCI USA Quality Factor ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 157 increasing their positions, 103 reducing their positions, and 40 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 103
45% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 40
16% more funds holding in top 10
Funds holding in top 10: 51 → 59 (+8)
4% more funds holding
Funds holding: 338 → 352 (+14)
3% more capital invested
Capital invested by funds: $7.23B → $7.45B (+$217M)
0.03% less ownership
Funds ownership: 70.27% → 70.25% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$93M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$84.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$65.4M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$64.6M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$313M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$222M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$199M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$138M |
| 5 |
Goldman Sachs
New York
|
-$63.1M |
QUAL Hedge Fund Activity: Q2 2019 in Review
352 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2019, worth a combined $7.45B — up 3% from $7.23B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new QUAL positions and 40 closed out — a net gain of 18 holders — while 157 added to existing stakes and 103 trimmed.
The largest buyer was BlackRock, adding an estimated $93M. The largest seller was Bank of America, cutting an estimated $313M.
- 352 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2019, up from 338 in Q1 2019.
- Funds reported $7.45B of iShares MSCI USA Quality Factor ETF stock for Q2 2019, up 3% quarter-over-quarter.
- 58 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2019 and 40 closed out, a net change of +18 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2019 was BlackRock, an estimated $93M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q2 2019 was Bank of America, an estimated $313M sold.
Based on aggregated 13F filings for Q2 2019.