iShares MSCI USA Min Vol Factor ETF
USMV
1,089 hedge funds and large institutions have $17.8B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 370 increasing their positions, 488 reducing their positions, and 96 closing their positions.
5,137% more call options, than puts
Call options by funds: $1.83M | Put options by funds: $35K
1.43% less ownership
Funds ownership: 70.26% → 68.83% (-1.4%)
3% less funds holding
Funds holding: 1,121 → 1,089 (-32)
7% less funds holding in top 10
Funds holding in top 10: 148 → 138 (-10)
7% less capital invested
Capital invested by funds: $19.1B → $17.8B (-$1.32B)
17% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 96
24% less repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 488
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$581M |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$317M |
| 3 |
Capstone Investment Advisors
New York
|
+$98.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$64.6M |
| 5 |
BlackRock
New York
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$589M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$116M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$75.9M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$59.3M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$45.3M |
USMV Hedge Fund Activity: Q2 2022 in Review
1,089 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2022, worth a combined $17.8B — down 6.9% from $19.1B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of USMV and 80 opened new positions — a net loss of 16 holders — while 488 trimmed existing stakes and 370 added.
The largest buyer was Fidelity Investments, adding an estimated $581M. The largest seller was CFS Investment Advisory Services, cutting an estimated $589M.
- 1,089 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2022, down from 1,121 in Q1 2022.
- Funds reported $17.8B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2022, down 6.9% quarter-over-quarter.
- 80 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2022 and 96 closed out, a net change of -16 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2022 was Fidelity Investments, an estimated $581M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $589M sold.
Based on aggregated 13F filings for Q2 2022.