iShares MSCI USA Quality Factor ETF
QUAL
547 hedge funds and large institutions have $11.9B invested in iShares MSCI USA Quality Factor ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 263 increasing their positions, 139 reducing their positions, and 85 closing their positions.
4,995% more call options, than puts
Call options by funds: $16.9M | Put options by funds: $331K
89% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 139
15% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 85
11% more funds holding in top 10
Funds holding in top 10: 103 → 114 (+11)
3.26% more ownership
Funds ownership: 74.86% → 78.12% (+3.3%)
1% more funds holding
Funds holding: 540 → 547 (+7)
3% less capital invested
Capital invested by funds: $12.3B → $11.9B (-$416M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$991M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$281M |
| 3 |
Morgan Stanley
New York
|
+$117M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$103M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$97.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$79.2M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$51M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$47.8M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$37.8M |
| 5 |
BlackRock
New York
|
-$30.7M |
QUAL Hedge Fund Activity: Q1 2020 in Review
547 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q1 2020, worth a combined $11.9B — down 3.4% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new QUAL positions and 85 closed out — a net gain of 13 holders — while 263 added to existing stakes and 139 trimmed.
The largest buyer was Wells Fargo, adding an estimated $991M. The largest seller was Horizon Investments, cutting an estimated $79.2M.
- 547 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q1 2020, up from 540 in Q4 2019.
- Funds reported $11.9B of iShares MSCI USA Quality Factor ETF stock for Q1 2020, down 3.4% quarter-over-quarter.
- 98 funds opened new iShares MSCI USA Quality Factor ETF positions in Q1 2020 and 85 closed out, a net change of +13 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q1 2020 was Wells Fargo, an estimated $991M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q1 2020 was Horizon Investments, an estimated $79.2M sold.
Based on aggregated 13F filings for Q1 2020.