We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF

1,062 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 411 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $212K

13% more capital invested

Capital invested by funds: $17.8B → $20B (+$2.24B)

7.07% more ownership

Funds ownership: 68.83%75.89% (+7.1%)

7% more funds holding in top 10

Funds holding in top 10: 138147 (+9)

1% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 415

2% less funds holding

Funds holding: 1,0891,062 (-27)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

Holders
1,062
Holders Change
-27
Holders Change %
-2.48%
% of All Funds
18.29%
Holding in Top 10
147
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.52%
% of All Funds
2.53%
New
70
Increased
411
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$43.4M +$7.48M +103,728 +19%
WAOI
52
Wealth Advisors of Iowa
Iowa
$39.4M -$3.77M -52,350 -8%
HI
53
Horizon Investments
North Carolina
$38.5M -$24.6M -341,428 -37%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$36.9M -$8.56M -118,700 -18%
KeyBank National Association
55
KeyBank National Association
Ohio
$36.6M -$1.86M -25,777 -4%
FFA
56
Fragasso Financial Advisors
Pennsylvania
$36.2M -$1.89M -26,213 -5%
AWAG
57
ARS Wealth Advisors Group
Florida
$35.9M +$2.87M +39,818 +8%
M&T Bank
58
M&T Bank
New York
$35.7M -$3.01M -41,720 -7%
HighTower Advisors
59
HighTower Advisors
Illinois
$35.2M +$2.44M +33,871 +7%
OPS
60
Orion Portfolio Solutions
Nebraska
$34.9M +$36.1M +501,168 +1,882%
SWP
61
Stratos Wealth Partners
Ohio
$34.2M +$928K +12,873 +3%
DLIC
62
Daido Life Insurance Company
Japan
$33.9M
KAS
63
Kestra Advisory Services
Texas
$33.3M -$1.47M -20,353 -4%
IDA
64
Intelligence Driven Advisers
California
$33M -$708K -9,824 -2%
GWM
65
Geneos Wealth Management
Colorado
$31.8M +$4.53M +62,867 +15%
Truist Financial
66
Truist Financial
North Carolina
$31.3M +$31.6K +438 +0.1%
SAS
67
Sanford Advisory Services
Michigan
$30.7M -$3.38M -46,921 -9%
KA
68
Klingman & Associates
New York
$30.6M -$1.05M -14,534 -3%
AWS
69
Atria Wealth Solutions
New York
$29.8M +$5.38M +74,571 +20%
AllianceBernstein
70
AllianceBernstein
Tennessee
$29.4M -$592K -8,209 -2%
CAG
71
Crestwood Advisors Group
Massachusetts
$28.7M +$357K +4,947 +1%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$27.9M +$8.94M +124,031 +42%
PA
73
Parallel Advisors
California
$27.7M +$18.7M +258,696 +161%
GT
74
Glenmede Trust
Pennsylvania
$27.3M -$844K -11,700 -3%
IWS
75
Insight Wealth Strategies
California
$26.3M

USMV Hedge Fund Activity: Q3 2022 in Review

1,062 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2022, worth a combined $20B — up 13% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of USMV and 70 opened new positions — a net loss of 13 holders — while 415 trimmed existing stakes and 411 added.

The largest buyer was Bank of America, adding an estimated $1.4B. The largest seller was Allstate Corporation, cutting an estimated $209M.

  • 1,062 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2022, down from 1,089 in Q2 2022.
  • Funds reported $20B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 70 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2022 and 83 closed out, a net change of -13 holders.
  • The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $1.4B added.
  • The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2022 was Allstate Corporation, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2022.