iShares MSCI USA Min Vol Factor ETF
USMV
983 hedge funds and large institutions have $19.2B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 254 increasing their positions, 531 reducing their positions, and 97 closing their positions.
4,638% more call options, than puts
Call options by funds: $22.9M | Put options by funds: $484K
0.78% less ownership
Funds ownership: 68.53% → 67.75% (-0.78%)
4% less funds holding
Funds holding: 1,024 → 983 (-41)
16% less capital invested
Capital invested by funds: $22.9B → $19.2B (-$3.72B)
20% less funds holding in top 10
Funds holding in top 10: 211 → 169 (-42)
27% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 97
52% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 531
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$114M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$89.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$86.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.3M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$570M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$388M |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
-$203M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$195M |
| 5 |
LPL Financial
San Diego,
California
|
-$156M |
USMV Hedge Fund Activity: Q1 2021 in Review
983 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q1 2021, worth a combined $19.2B — down 16% from $22.9B a quarter earlier.
Sellers outnumbered buyers: 97 funds closed out of USMV and 71 opened new positions — a net loss of 26 holders — while 531 trimmed existing stakes and 254 added.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $114M. The largest seller was Bank of America, cutting an estimated $570M.
- 983 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2021, down from 1,024 in Q4 2020.
- Funds reported $19.2B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2021, down 16% quarter-over-quarter.
- 71 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2021 and 97 closed out, a net change of -26 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q1 2021 was Allianz Asset Management, an estimated $114M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q1 2021 was Bank of America, an estimated $570M sold.
Based on aggregated 13F filings for Q1 2021.