iShares MSCI USA Quality Factor ETF
QUAL
1,167 hedge funds and large institutions have $32.8B invested in iShares MSCI USA Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 508 increasing their positions, 353 reducing their positions, and 56 closing their positions.
248% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 56
50% more call options, than puts
Call options by funds: $4.93M | Put options by funds: $3.3M
44% more repeat investments, than reductions
Existing positions increased: 508 | Existing positions reduced: 353
21% more capital invested
Capital invested by funds: $27B → $32.8B (+$5.8B)
12% more funds holding in top 10
Funds holding in top 10: 185 → 208 (+23)
12% more funds holding
Funds holding: 1,045 → 1,167 (+122)
4.22% more ownership
Funds ownership: 86.96% → 91.18% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.21B |
| 2 |
JP Morgan Chase
New York
|
+$216M |
| 3 |
LPL Financial
San Diego,
California
|
+$134M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$124M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$227M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$170M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$96.8M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$73.6M |
| 5 |
BlackRock
New York
|
-$50M |
QUAL Hedge Fund Activity: Q4 2023 in Review
1,167 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q4 2023, worth a combined $32.8B — up 21% from $27B a quarter earlier.
Buyers outnumbered sellers: 195 funds opened new QUAL positions and 56 closed out — a net gain of 139 holders — while 508 added to existing stakes and 353 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.21B. The largest seller was PNC Financial Services Group, cutting an estimated $227M.
- 1,167 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q4 2023, up from 1,045 in Q3 2023.
- Funds reported $32.8B of iShares MSCI USA Quality Factor ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 195 funds opened new iShares MSCI USA Quality Factor ETF positions in Q4 2023 and 56 closed out, a net change of +139 holders.
- The largest iShares MSCI USA Quality Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.21B added.
- The largest iShares MSCI USA Quality Factor ETF seller in Q4 2023 was PNC Financial Services Group, an estimated $227M sold.
Based on aggregated 13F filings for Q4 2023.