iShares MSCI USA Min Vol Factor ETF
USMV
1,282 hedge funds and large institutions have $16.8B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 341 increasing their positions, 529 reducing their positions, and 61 closing their positions.
202% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 61
8% more funds holding
Funds holding: 1,187 → 1,282 (+95)
2.17% less ownership
Funds ownership: 75.28% → 73.12% (-2.2%)
8% less funds holding in top 10
Funds holding in top 10: 91 → 84 (-7)
10% less capital invested
Capital invested by funds: $18.6B → $16.8B (-$1.82B)
36% less repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 529
79% less call options, than puts
Call options by funds: $622K | Put options by funds: $3.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$74.2M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$64.9M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$32.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$30.1M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$468M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$342M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$228M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$110M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$60.5M |
USMV Hedge Fund Activity: Q4 2024 in Review
1,282 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q4 2024, worth a combined $16.8B — down 9.8% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new USMV positions and 61 closed out — a net gain of 123 holders — while 341 added to existing stakes and 529 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $74.2M. The largest seller was Morgan Stanley, cutting an estimated $468M.
- 1,282 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q4 2024, up from 1,187 in Q3 2024.
- Funds reported $16.8B of iShares MSCI USA Min Vol Factor ETF stock for Q4 2024, down 9.8% quarter-over-quarter.
- 184 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q4 2024 and 61 closed out, a net change of +123 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $74.2M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q4 2024 was Morgan Stanley, an estimated $468M sold.
Based on aggregated 13F filings for Q4 2024.