iShares MSCI USA Min Vol Factor ETF
USMV
342 hedge funds and large institutions have $6.36B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 144 reducing their positions, and 29 closing their positions.
72% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 29
4% more funds holding
Funds holding: 328 → 342 (+14)
5% less capital invested
Capital invested by funds: $6.68B → $6.36B (-$318M)
2.53% less ownership
Funds ownership: 54.17% → 51.64% (-2.5%)
15% less funds holding in top 10
Funds holding in top 10: 65 → 55 (-10)
17% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 144
98% less call options, than puts
Call options by funds: $282K | Put options by funds: $15.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$241M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$21.8M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$14.3M |
| 4 |
AssetMark Inc
Concord,
California
|
+$7.54M |
| 5 |
CTI
Community Trust & Investment
Versailles,
Kentucky
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$130M |
| 2 |
Citigroup
New York
|
-$82.8M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$58.3M |
| 4 |
Morgan Stanley
New York
|
-$57.6M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$42.7M |
USMV Hedge Fund Activity: Q1 2017 in Review
342 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q1 2017, worth a combined $6.36B — down 4.8% from $6.68B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new USMV positions and 29 closed out — a net gain of 21 holders — while 119 added to existing stakes and 144 trimmed.
The largest buyer was BlackRock, adding an estimated $241M. The largest seller was Bank of America, cutting an estimated $130M.
- 342 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2017, up from 328 in Q4 2016.
- Funds reported $6.36B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2017, down 4.8% quarter-over-quarter.
- 50 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2017 and 29 closed out, a net change of +21 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q1 2017 was BlackRock, an estimated $241M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q1 2017 was Bank of America, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2017.