iShares MSCI USA Quality Factor ETFQUAL
QUAL
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
222% more call options, than puts
Call options by funds: $2.89M | Put options by funds: $897K
217% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 42
47% more repeat investments, than reductions
Existing positions increased: 602 | Existing positions reduced: 410
5% more funds holding
Funds holding: 1,268 [Q2] → 1,337 (+69) [Q3]
3% more capital invested
Capital invested by funds: $42.3B [Q2] → $43.6B (+$1.28B) [Q3]
2% less funds holding in top 10
Funds holding in top 10: 234 [Q2] → 230 (-4) [Q3]
8.96% less ownership
Funds ownership: 96.99% [Q2] → 88.03% (-8.96%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for QUAL.
Financial journalist opinion
Based on 3 articles about QUAL published over the past 30 days
Neutral
Schwab Network
3 days ago
ETF Trends: Small Caps, Bitcoin, Defense
Cinthia Murphy says ETFs have been focused on small caps and defensive plays recently, though she points out that inflows are a lagging effect. She says there's been less of a rotation across sectors than an expansion, and that there have already been $60B in ETF inflows since 2025 began.
Positive
Market Watch
1 week ago
Why these ETF bets in stocks and bonds may pay off in 2025, according to BlackRock
Heading into 2025, ETF investors appeared enthusiastic about prospects for the U.S. bull market to keep running.
Positive
Zacks Investment Research
3 weeks ago
Is iShares MSCI USA Quality Factor ETF (QUAL) a Strong ETF Right Now?
The iShares MSCI USA Quality Factor ETF (QUAL) was launched on 07/16/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Blend category of the market.
Neutral
Zacks Investment Research
1 month ago
2025 Market Uncertainty? ETFs to Steady Your Portfolio
With escalating geopolitical tensions and unfavorable inflation trends in the U.S., increasing exposure to defensive sectors emerges as a smart investment strategy to navigate the potentially uncertain economic landscape of 2025.
Positive
Zacks Investment Research
1 month ago
Inflation Edges Up in November: Bet on Quality ETFs
Inflation in the United States increases the most in seven months in November. Investors should focus on high-quality investing.
Neutral
Seeking Alpha
1 month ago
QUAL: A Quality Portfolio Too Similar To The S&P 500
iShares MSCI USA Quality Factor ETF has a low expense ratio but similar sector allocation to the S&P 500, with slightly inferior returns. QUAL's portfolio construction focuses on high profitability, low leverage, and stable earnings growth, resulting in a large-cap stock tilt. Despite its quality factors, QUAL has slightly higher volatility and downside risk compared to the S&P 500, with a 5-year beta of 1.05.
Positive
Seeking Alpha
1 month ago
JQUA: Better Than QUAL, But Wait For A Pullback To Own It
JQUA which fishes for high-quality, low-risk stocks from the Russell 1000, appears to be a much better offering than the most popular offering in the quality factor ETF space. JQUA offers better diversification, lower valuation, a better income profile, cheaper access, greater stability, and a better track record of risk-adjusted returns. JQUA is dominated by tech which accounts for a third of the portfolio, and there's the risk that this sector may not be able to live up to heightened expectations.
Positive
Seeking Alpha
1 month ago
QUAL: Focusing On High Quality American Companies
The QUAL ETF focuses on high "quality" American companies with strong balance sheets, high ROE, low debt-to-equity ratios, and a track record of consistent earnings. Despite its quality metric screens, the QUAL ETF's sector exposure and top holdings pretty closely mirror the S&P500, offering limited differentiation. Meantime, QUAL's elevated price-to-book ratio and lower dividend yield as compared to the S&P500 raise concerns about the fund's perceived defensive qualities because it is focused on "quality".
Positive
Zacks Investment Research
2 months ago
Russia-Ukraine Tensions Revive Interest in Safe ETFs
The resurgence in tensions between Russia and Ukraine results in investors rushing to safe-haven assets.
Positive
Zacks Investment Research
2 months ago
Why Yields Spiked Despite Tame Inflation? Buy Quality ETFs
Despite soft inflation print, bond yields spiked on Nov. 13 as traders doubted how fast and far the Fed can act dovish given that Trump's policies may boost inflation.
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