Two Sigma Advisers
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Two Sigma Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Two Sigma Advisers’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-131,200
Closed -$12M – 2543
2024
Q3 		$12M Buy
+131,200
New +$11.6M 0.03% 439
2024
Q1 		– Sell
-10,300
Closed -$804K – 2646
2023
Q4 		$804K Sell
10,300
-101,800
-91% -$7.6M ﹤0.01% 1733
2023
Q3 		$8.11M Sell
112,100
-34,000
-23% -$2.54M 0.02% 545
2023
Q2 		$10.9M Sell
146,100
-281,400
-66% -$20.6M 0.03% 459
2023
Q1 		$31.1M Buy
427,500
+390,600
+1,059% +$28.1M 0.08% 234
2022
Q4 		$2.66M Sell
36,900
-521,100
-93% -$37.1M 0.01% 1085
2022
Q3 		$36.9M Sell
558,000
-118,700
-18% -$8.56M 0.11% 196
2022
Q2 		$47.5M Buy
676,700
+231,000
+52% +$16.9M 0.13% 166
2022
Q1 		$34.6M Sell
445,700
-1,434,100
-76% -$109M 0.09% 218
2021
Q4 		$152M Buy
1,879,800
+589,500
+46% +$45.6M 0.38% 69
2021
Q3 		$94.8M Sell
1,290,300
-117,200
-8% -$8.93M 0.25% 91
2021
Q2 		$104M Sell
1,407,500
-489,500
-26% -$35.4M 0.27% 81
2021
Q1 		$131M Buy
1,897,000
+176,900
+10% +$12M 0.36% 60
2020
Q4 		$117M Buy
1,720,100
+99,400
+6% +$6.54M 0.31% 74
2020
Q3 		$103M Buy
1,620,700
+33,200
+2% +$2.11M 0.3% 80
2020
Q2 		$96.3M Sell
1,587,500
-384,400
-19% -$22.8M 0.28% 77
2020
Q1 		$107M Buy
1,971,900
+1,289,600
+189% +$81.8M 0.41% 48
2019
Q4 		$44.8M Buy
682,300
+200,900
+42% +$12.9M 0.1% 222
2019
Q3 		$30.9M Buy
481,400
+389,500
+424% +$24.7M 0.08% 295
2019
Q2 		$5.67M Buy
91,900
+33,400
+57% +$2.01M 0.01% 781
2019
Q1 		$3.44M Buy
+58,500
New +$3.28M 0.01% 974
2013
Q3 		– Sell
-10,571
Closed -$344K – 2405
2013
Q2 		$344K Buy
+10,571
New +$351K ﹤0.01% 1620

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Advisers's USMV Position: Q4 2024 in Review

Two Sigma Advisers sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 131,200 shares — an estimated $12M sold.

Two Sigma Advisers first reported a position in USMV in Q2 2013 and held it in 22 quarters. The position peaked at $152M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Two Sigma Advisers reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Two Sigma Advisers sold 131,200 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $12M.
  • Two Sigma Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and held it in 22 quarters.
  • Two Sigma Advisers's iShares MSCI USA Min Vol Factor ETF position peaked at $152M in Q4 2021.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Two Sigma Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.