iShares MSCI USA Quality Factor ETF
QUAL
388 hedge funds and large institutions have $8.53B invested in iShares MSCI USA Quality Factor ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 187 increasing their positions, 89 reducing their positions, and 28 closing their positions.
139% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 28
110% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 89
15% more capital invested
Capital invested by funds: $7.45B → $8.53B (+$1.08B)
10% more funds holding
Funds holding: 352 → 388 (+36)
2% more funds holding in top 10
Funds holding in top 10: 59 → 60 (+1)
1.69% more ownership
Funds ownership: 70.25% → 71.93% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$617M |
| 2 |
BlackRock
New York
|
+$95.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$93.7M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$72.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$51.3M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$43.8M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$32.2M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$29.6M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
-$28.5M |
QUAL Hedge Fund Activity: Q3 2019 in Review
388 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q3 2019, worth a combined $8.53B — up 15% from $7.45B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new QUAL positions and 28 closed out — a net gain of 39 holders — while 187 added to existing stakes and 89 trimmed.
The largest buyer was LPL Financial, adding an estimated $617M. The largest seller was Horizon Investments, cutting an estimated $51.3M.
- 388 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q3 2019, up from 352 in Q2 2019.
- Funds reported $8.53B of iShares MSCI USA Quality Factor ETF stock for Q3 2019, up 15% quarter-over-quarter.
- 67 funds opened new iShares MSCI USA Quality Factor ETF positions in Q3 2019 and 28 closed out, a net change of +39 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q3 2019 was LPL Financial, an estimated $617M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q3 2019 was Horizon Investments, an estimated $51.3M sold.
Based on aggregated 13F filings for Q3 2019.