iShares MSCI USA Min Vol Factor ETF
USMV
469 hedge funds and large institutions have $8.23B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 172 reducing their positions, and 32 closing their positions.
53% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 32
3% more funds holding
Funds holding: 455 → 469 (+14)
10% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $2.23M
9% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 172
0.03% less ownership
Funds ownership: 57.95% → 57.92% (-0.03%)
1% less funds holding in top 10
Funds holding in top 10: 73 → 72 (-1)
6% less capital invested
Capital invested by funds: $8.74B → $8.23B (-$506M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$58.1M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$35.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$31.2M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$27.6M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$516M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$74.1M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$45.5M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$36.7M |
| 5 |
QI
QS Investors
New York
|
-$33.9M |
USMV Hedge Fund Activity: Q1 2018 in Review
469 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q1 2018, worth a combined $8.23B — down 5.8% from $8.74B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new USMV positions and 32 closed out — a net gain of 17 holders — while 188 added to existing stakes and 172 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $58.1M. The largest seller was Citigroup, cutting an estimated $516M.
- 469 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2018, up from 455 in Q4 2017.
- Funds reported $8.23B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2018, down 5.8% quarter-over-quarter.
- 49 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2018 and 32 closed out, a net change of +17 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q1 2018 was Raymond James & Associates, an estimated $58.1M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q1 2018 was Citigroup, an estimated $516M sold.
Based on aggregated 13F filings for Q1 2018.