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iShares MSCI USA Min Vol Factor ETF
USMV

1,024 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 313 increasing their positions, 401 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $4.48M

233% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 60

14% more funds holding

Funds holding: 900 → 1,024 (+124)

1.65% more ownership

Funds ownership: 66.88% → 68.53% (+1.6%)

1% more capital invested

Capital invested by funds: $22.7B → $22.9B (+$177M)

0% more funds holding in top 10

Funds holding in top 10: 210 → 211 (+1)

22% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 401

Holders
1,024
Holders Change
+124
Holders Change %
+13.78%
% of All Funds
18.12%
Holding in Top 10
211
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
3.73%
New
200
Increased
313
Reduced
401
Closed
60
Calls
$23.2M
Puts
$4.48M
Net Calls
+$18.7M
Net Calls Change
+$1.89M

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$104M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53.5M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$32.5M
4
RJA
Raymond James & Associates
Florida
+$31M
5
Morgan Stanley
Morgan Stanley
New York
+$26.8M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$290M
2
Bank of America
Bank of America
North Carolina
-$144M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$140M
4
CC
Cassaday & Co
Virginia
-$138M
5
EMPI
Elo Mutual Pension Insurance
Finland
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
876
F/M Investments
District of Columbia
$216K +$209K +3,180 New
RDFA
877
Ritter Daniher Financial Advisory
Ohio
$213K +$207K +3,145 New
FC
878
FCA Corp
Texas
$212K +$329 +5 +0.2%
VFA
879
Valeo Financial Advisors
Indiana
$211K +$59.9K +910 +41%
Fisher Asset Management
880
Fisher Asset Management
Washington
$211K +$205K +3,109 New
VVP
881
Venture Visionary Partners
Ohio
$209K +$203K +3,080 New
TI
882
Trexquant Investment
Connecticut
$208K -$3.58M -54,330 -95%
ACM
883
Alamar Capital Management
California
$207K +$201K +3,050 New
RMAM
884
Raab & Moskowitz Asset Management
New Jersey
$207K +$201K +3,053 New
FWM
885
Frontier Wealth Management
Missouri
$207K +$201K +3,055 New
PFWA
886
Paces Ferry Wealth Advisors
Georgia
$204K -$12.4K -189 -6%
APW
887
Acima Private Wealth
Virginia
$204K +$57.9K +880 +41%
WWM
888
Wolff Wiese Magana
California
$203K +$197K +2,987 New
FAT
889
First American Trust
California
$201K +$195K +2,960 New
NF
890
Nikulski Financial
Iowa
$201K +$195K +2,963 New
MSAGDF
891
Moneda SA Administradora General de Fondos
Chile
$196K – – –
BBHC
892
Brown Brothers Harriman & Co
New York
$192K – – –
WT
893
Washington Trust
Rhode Island
$190K +$73.3K +1,114 +67%
MIM
894
MTM Investment Management
South Carolina
$188K +$182K +2,764 New
FM
895
Family Management
New York
$187K +$181K +2,750 New
PFO
896
Pathstone Family Office
New Jersey
$175K +$170K +2,575 New
GSAM
897
Grant Street Asset Management
Pennsylvania
$175K +$170K +2,584 New
PS
898
Planned Solutions
California
$171K – – –
TCOV
899
Trust Company of Vermont
Vermont
$171K +$11.5K +174 +7%
MA
900
MUFG Americas
New York
$168K – – –
34 35
36
37 38

USMV Hedge Fund Activity: Q4 2020 in Review

1,024 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q4 2020, worth a combined $22.9B — up 0.78% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new USMV positions and 60 closed out — a net gain of 140 holders — while 313 added to existing stakes and 401 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $104M. The largest seller was LPL Financial, cutting an estimated $290M.

  • 1,024 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q4 2020, up from 900 in Q3 2020.
  • Funds reported $22.9B of iShares MSCI USA Min Vol Factor ETF stock for Q4 2020, up 0.78% quarter-over-quarter.
  • 200 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q4 2020 and 60 closed out, a net change of +140 holders.
  • The largest iShares MSCI USA Min Vol Factor ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $104M added.
  • The largest iShares MSCI USA Min Vol Factor ETF seller in Q4 2020 was LPL Financial, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2020.