iShares MSCI USA Min Vol Factor ETF
USMV
1,062 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 411 increasing their positions, 415 reducing their positions, and 83 closing their positions.
950% more call options, than puts
Call options by funds: $2.23M | Put options by funds: $212K
13% more capital invested
Capital invested by funds: $17.8B → $20B (+$2.24B)
7.07% more ownership
Funds ownership: 68.83% → 75.89% (+7.1%)
7% more funds holding in top 10
Funds holding in top 10: 138 → 147 (+9)
1% less repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 415
2% less funds holding
Funds holding: 1,089 → 1,062 (-27)
16% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.4B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$888M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$535M |
| 4 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$355M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$319M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$209M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$96.8M |
| 3 |
Capstone Investment Advisors
New York
|
-$94.6M |
| 4 |
Goldman Sachs
New York
|
-$30.8M |
| 5 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$24.7M |
USMV Hedge Fund Activity: Q3 2022 in Review
1,062 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2022, worth a combined $20B — up 13% from $17.8B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of USMV and 70 opened new positions — a net loss of 13 holders — while 415 trimmed existing stakes and 411 added.
The largest buyer was Bank of America, adding an estimated $1.4B. The largest seller was Allstate Corporation, cutting an estimated $209M.
- 1,062 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2022, down from 1,089 in Q2 2022.
- Funds reported $20B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2022, up 13% quarter-over-quarter.
- 70 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2022 and 83 closed out, a net change of -13 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $1.4B added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2022 was Allstate Corporation, an estimated $209M sold.
Based on aggregated 13F filings for Q3 2022.