iShares MSCI USA Quality Factor ETF
QUAL
863 hedge funds and large institutions have $19.4B invested in iShares MSCI USA Quality Factor ETF in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 360 increasing their positions, 219 reducing their positions, and 47 closing their positions.
304% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $1M
236% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 47
64% more repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 219
14% more capital invested
Capital invested by funds: $17B → $19.4B (+$2.46B)
12% more funds holding
Funds holding: 769 → 863 (+94)
5% more funds holding in top 10
Funds holding in top 10: 113 → 119 (+6)
3.5% more ownership
Funds ownership: 72.82% → 76.32% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$113M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$80.5M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$79.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$67.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$52.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$169M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$95.2M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$56.3M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$48.8M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$31.3M |
QUAL Hedge Fund Activity: Q4 2021 in Review
863 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2021, worth a combined $19.4B — up 14% from $17B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new QUAL positions and 47 closed out — a net gain of 111 holders — while 360 added to existing stakes and 219 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $113M. The largest seller was State of Michigan Retirement System, cutting an estimated $169M.
- 863 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2021, up from 769 in Q3 2021.
- Funds reported $19.4B of iShares MSCI USA Quality Factor ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 158 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2021 and 47 closed out, a net change of +111 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q4 2021 was Merriman Wealth Management, an estimated $113M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q4 2021 was State of Michigan Retirement System, an estimated $169M sold.
Based on aggregated 13F filings for Q4 2021.