iShares MSCI USA Min Vol Factor ETFUSMV
USMV
0
Funds holding %
of 7,429 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
29% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 70
1% less funds holding
Funds holding: 1,287 [Q1] → 1,277 (-10) [Q2]
5% less capital invested
Capital invested by funds: $17.8B [Q1] → $17B (-$819M) [Q2]
2.9% less ownership
Funds ownership: 73.99% [Q1] → 71.09% (-2.9%) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 443 | Existing positions reduced: 514
21% less funds holding in top 10
Funds holding in top 10: 101 [Q1] → 80 (-21) [Q2]
83% less call options, than puts
Call options by funds: $479K | Put options by funds: $2.83M
Research analyst outlook
We haven’t received any recent analyst ratings for USMV.
Financial journalist opinion
Neutral
Seeking Alpha
3 weeks ago
USMV: Low Volatility Does Not Mean Low Risk
USMV does achieve lower volatility, or variance, or however you measure variation in the ETF's price, but returns lag possibly disproportionately behind broader market ETFs like IVV over five years. Volatility isn't the same as risk, since a strong positive performance gets recognised as volatility when risk is a negative outcome. But even conceptually, there are plenty of reasons to disagree that risk and volatility are equivalent or even meaningfully associated.
Positive
ETF Trends
1 month ago
Weathering the Storm: Case for Low Volatility ETFs
Market turbulence has become a hallmark of today's investing landscape. Against the shifting sands of monetary policy and elevated macro uncertainty, investors are increasingly seeking strategies that offer stability without sacrificing long-term returns.
Neutral
Zacks Investment Research
1 month ago
Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the iShares MSCI USA Min Vol Factor ETF (USMV), a passively managed exchange traded fund launched on 10/18/2011.
Positive
Zacks Investment Research
1 month ago
ETF Strategies to Follow in 2H 2025
Markets hit new record with bets on a "Goldilocks" economy, but volatility persists. AI and international ETFs like QQQ, IVES and EZU could be good bets for 2H.
Neutral
Morningstar
2 months ago
3 ETFs for a Recession
Diversify your ETF portfolio for a smoother ride.
Neutral
Finbold
2 months ago
ChatGPT picks 2 defensive ETFs to buy in June 2025
With economic uncertainty still clouding the markets, investors are likely looking into defensive strategies to protect their portfolios.
Positive
Seeking Alpha
3 months ago
USMV: Still A Solid And Well-Diversified Low-Volatility ETF
USMV is a well-diversified, low-volatility ETF with a 0.15% expense ratio and $24.43 billion in assets under management. USMV is unique for its 5% active sector risk constraint, ensuring high-growth sectors like Technology and Consumer Discretionary don't get ignored. This allows for solid participation in bull markets. USMV has proven reliable in market downturns since its launch in October 2011, though not as good as SPLV, a single-factor fund with relatively poor quality features and inferior returns.
Neutral
Zacks Investment Research
3 months ago
Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?
The iShares MSCI USA Min Vol Factor ETF (USMV) was launched on 10/18/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
Negative
Zacks Investment Research
3 months ago
Fed Holds Rate, Warns of Risks: ETF Zones That You May Invest In
We highlight five zones and their ETFs where investors could stash their money as the Fed keeps the rates steady and warns of risk.
Neutral
Zacks Investment Research
3 months ago
Don't Sell in May and Go Away: Follow These ETF Strategies
Investors might consider some key investment strategies discussed here to navigate the May-October period more effectively.
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