iShares MSCI USA Min Vol Factor ETF
USMV
901 hedge funds and large institutions have $22.7B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 353 increasing their positions, 357 reducing their positions, and 64 closing their positions.
286% more call options, than puts
Call options by funds: $22.7M | Put options by funds: $5.86M
1.46% more ownership
Funds ownership: 65.44% → 66.9% (+1.5%)
9% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 64
3% more capital invested
Capital invested by funds: $22.1B → $22.7B (+$596M)
0% less funds holding
Funds holding: 902 → 901 (-1)
1% less repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 357
4% less funds holding in top 10
Funds holding in top 10: 220 → 211 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$91.4M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$90M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$85.7M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$57M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$249M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$237M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$134M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$117M |
| 5 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$87.4M |
USMV Hedge Fund Activity: Q3 2020 in Review
901 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2020, worth a combined $22.7B — up 2.7% from $22.1B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new USMV positions and 64 closed out — a net gain of 6 holders — while 353 added to existing stakes and 357 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $91.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $249M.
- 901 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2020, down from 902 in Q2 2020.
- Funds reported $22.7B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2020, up 2.7% quarter-over-quarter.
- 70 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2020 and 64 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2020 was Two Sigma Investments, an estimated $91.4M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $249M sold.
Based on aggregated 13F filings for Q3 2020.