iShares MSCI USA Quality Factor ETF
QUAL
718 hedge funds and large institutions have $16.4B invested in iShares MSCI USA Quality Factor ETF in 2021 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 289 increasing their positions, 243 reducing their positions, and 36 closing their positions.
1,683% more call options, than puts
Call options by funds: $55M | Put options by funds: $3.08M
106% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 36
19% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 243
10% more capital invested
Capital invested by funds: $14.8B → $16.4B (+$1.54B)
4% more funds holding
Funds holding: 688 → 718 (+30)
1% more funds holding in top 10
Funds holding in top 10: 102 → 103 (+1)
0.32% more ownership
Funds ownership: 75.02% → 75.34% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$153M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$101M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$87.5M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$76.9M |
| 5 |
Morgan Stanley
New York
|
+$72.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$119M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$119M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$76.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$63.6M |
| 5 |
JPG
Jordan Park Group
San Francisco,
California
|
-$48.3M |
QUAL Hedge Fund Activity: Q2 2021 in Review
718 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2021, worth a combined $16.4B — up 10% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new QUAL positions and 36 closed out — a net gain of 38 holders — while 289 added to existing stakes and 243 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $153M. The largest seller was Victory Capital Management, exiting entirely with an estimated $119M sold.
- 718 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2021, up from 688 in Q1 2021.
- Funds reported $16.4B of iShares MSCI USA Quality Factor ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 74 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2021 and 36 closed out, a net change of +38 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2021 was Horizon Investments, an estimated $153M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q2 2021 was Victory Capital Management, an estimated $119M sold.
Based on aggregated 13F filings for Q2 2021.