iShares MSCI USA Quality Factor ETF
QUAL
709 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Quality Factor ETF in 2020 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 254 increasing their positions, 196 reducing their positions, and 28 closing their positions.
8,436% more call options, than puts
Call options by funds: $25.8M | Put options by funds: $302K
539% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 28
30% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 196
25% more funds holding
Funds holding: 567 → 709 (+142)
19% more funds holding in top 10
Funds holding in top 10: 98 → 117 (+19)
12% more capital invested
Capital invested by funds: $14.9B → $16.7B (+$1.86B)
0.43% more ownership
Funds ownership: 76.44% → 76.87% (+0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$88.1M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$76.1M |
| 3 |
Goldman Sachs
New York
|
+$64.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$38.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$378M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$108M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$51.5M |
| 4 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
-$49.3M |
| 5 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
-$48.9M |
QUAL Hedge Fund Activity: Q4 2020 in Review
709 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2020, worth a combined $16.7B — up 12% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new QUAL positions and 28 closed out — a net gain of 151 holders — while 254 added to existing stakes and 196 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $88.1M. The largest seller was JP Morgan Chase, cutting an estimated $378M.
- 709 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2020, up from 567 in Q3 2020.
- Funds reported $16.7B of iShares MSCI USA Quality Factor ETF stock for Q4 2020, up 12% quarter-over-quarter.
- 179 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2020 and 28 closed out, a net change of +151 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $88.1M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q4 2020 was JP Morgan Chase, an estimated $378M sold.
Based on aggregated 13F filings for Q4 2020.