iShares MSCI USA Quality Factor ETF
QUAL
859 hedge funds and large institutions have $18B invested in iShares MSCI USA Quality Factor ETF in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 342 increasing their positions, 289 reducing their positions, and 85 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 289
11% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 85
0.96% more ownership
Funds ownership: 76.32% → 77.28% (+0.96%)
0% less funds holding
Funds holding: 863 → 859 (-4)
3% less funds holding in top 10
Funds holding in top 10: 119 → 115 (-4)
7% less capital invested
Capital invested by funds: $19.4B → $18B (-$1.4B)
83% less call options, than puts
Call options by funds: $1.78M | Put options by funds: $10.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$142M |
| 2 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
+$82.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$67.9M |
| 4 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$40.4M |
| 5 |
PC
Permanens Capital
New York
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$113M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$73.4M |
| 3 |
COF
Capital One Financial
Mclean,
Virginia
|
-$68.3M |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$61.7M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$58.9M |
QUAL Hedge Fund Activity: Q1 2022 in Review
859 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q1 2022, worth a combined $18B — down 7.2% from $19.4B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new QUAL positions and 85 closed out — a net gain of 9 holders — while 342 added to existing stakes and 289 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $142M. The largest seller was Merriman Wealth Management, cutting an estimated $113M.
- 859 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q1 2022, down from 863 in Q4 2021.
- Funds reported $18B of iShares MSCI USA Quality Factor ETF stock for Q1 2022, down 7.2% quarter-over-quarter.
- 94 funds opened new iShares MSCI USA Quality Factor ETF positions in Q1 2022 and 85 closed out, a net change of +9 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q1 2022 was Carson Wealth (CWM LLC), an estimated $142M added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q1 2022 was Merriman Wealth Management, an estimated $113M sold.
Based on aggregated 13F filings for Q1 2022.