iShares MSCI USA Quality Factor ETF
QUAL
569 hedge funds and large institutions have $14.1B invested in iShares MSCI USA Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 209 increasing their positions, 193 reducing their positions, and 80 closing their positions.
196% more call options, than puts
Call options by funds: $19.6M | Put options by funds: $6.6M
31% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 80
19% more capital invested
Capital invested by funds: $11.9B → $14.1B (+$2.23B)
4% more funds holding
Funds holding: 547 → 569 (+22)
8% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 193
0.9% less ownership
Funds ownership: 78.12% → 77.22% (-0.9%)
9% less funds holding in top 10
Funds holding in top 10: 114 → 104 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$339M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$308M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$143M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$698M |
| 2 |
BlackRock
New York
|
-$253M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$96.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$94.5M |
| 5 |
LPL Financial
San Diego,
California
|
-$86.8M |
QUAL Hedge Fund Activity: Q2 2020 in Review
569 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2020, worth a combined $14.1B — up 19% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new QUAL positions and 80 closed out — a net gain of 25 holders — while 209 added to existing stakes and 193 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $339M. The largest seller was Envestnet Asset Management, cutting an estimated $698M.
- 569 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2020, up from 547 in Q1 2020.
- Funds reported $14.1B of iShares MSCI USA Quality Factor ETF stock for Q2 2020, up 19% quarter-over-quarter.
- 105 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2020 and 80 closed out, a net change of +25 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $339M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $698M sold.
Based on aggregated 13F filings for Q2 2020.