iShares MSCI USA Min Vol Factor ETF
USMV
361 hedge funds and large institutions have $6.98B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 117 reducing their positions, and 23 closing their positions.
104% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 23
27% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 117
10% more capital invested
Capital invested by funds: $6.36B → $6.98B (+$623M)
6% more funds holding
Funds holding: 342 → 361 (+19)
0% more funds holding in top 10
Funds holding in top 10: 55 → 55 (0)
0.25% less ownership
Funds ownership: 51.64% → 51.39% (-0.25%)
77% less call options, than puts
Call options by funds: $1.5M | Put options by funds: $6.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$235M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.9M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$46.2M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$39.8M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$108M |
| 2 |
Citigroup
New York
|
-$68.7M |
| 3 |
BS
Banco Santander
Madrid,
Spain
|
-$28.1M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$12M |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$10.6M |
USMV Hedge Fund Activity: Q2 2017 in Review
361 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2017, worth a combined $6.98B — up 9.8% from $6.36B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new USMV positions and 23 closed out — a net gain of 24 holders — while 149 added to existing stakes and 117 trimmed.
The largest buyer was LPL Financial, adding an estimated $235M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $108M sold.
- 361 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2017, up from 342 in Q1 2017.
- Funds reported $6.98B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2017, up 9.8% quarter-over-quarter.
- 47 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2017 and 23 closed out, a net change of +24 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2017 was LPL Financial, an estimated $235M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2017 was Charles Schwab Investment Advisory, an estimated $108M sold.
Based on aggregated 13F filings for Q2 2017.