iShares MSCI USA Min Vol Factor ETFUSMV
USMV
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
58% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 79
22% more funds holding in top 10
Funds holding in top 10: 82 [Q4 2024] → 100 (+18) [Q1 2025]
6% more capital invested
Capital invested by funds: $16.7B [Q4 2024] → $17.8B (+$1.02B) [Q1 2025]
1% more funds holding
Funds holding: 1,265 [Q4 2024] → 1,278 (+13) [Q1 2025]
0.99% more ownership
Funds ownership: 72.99% [Q4 2024] → 73.98% (+0.99%) [Q1 2025]
22% less repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 521
77% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $4.44M
Research analyst outlook
We haven’t received any recent analyst ratings for USMV.
Financial journalist opinion
Based on 3 articles about USMV published over the past 30 days
Neutral
Morningstar
2 days ago
3 ETFs for a Recession
Diversify your ETF portfolio for a smoother ride.
Neutral
Finbold
2 weeks 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 weeks 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
1 month 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
1 month 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
1 month 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.
Negative
Zacks Investment Research
1 month ago
Navigate Market Swings With Low-Volatility ETFs
Volatility intensifies after Powell warns of rising inflation and slowing growth. The ETFs discussed here could be solid bets in the current choppy market.
Neutral
ETF Trends
3 months ago
Low Volatility ETFs Not Among Popular Defensive Plays
Uncertainty is the market's current buzz word. Concerns about policy, recession risk, inflation, consumer confidence, economic growth, and geopolitics have stock prices on a rollercoaster ride this year.
Neutral
Seeking Alpha
3 months ago
USMV: Not As Safe As You May Think
Amid a sharp selloff, I revisit the iShares Edge MSCI Min Vol USA ETF (USMV) for its low-volatility profile and potential downside protection. USMV offers exposure to large- and mid-cap US stocks with lower volatility, featuring conservative holdings like IBM, Cisco, and Walmart. Despite USMV's recent outperformance, I caution against overestimating its defenses.
Neutral
Seeking Alpha
3 months ago
USMV: Investors Flock To Quality, But USMV Is No Bargain
Stocks, including resilient names like Walmart and Costco, fell sharply, pushing investors towards low-volatility options like the iShares MSCI USA Min Vol Factor ETF. USMV has outperformed the S&P 500 since the VIX spike, offering lower volatility and risk reduction, but its valuation is now high. USMV's P/E ratio has risen to 24.8x, making it expensive; however, it remains a strong performer with solid technical support and resistance levels.
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