iShares MSCI USA Min Vol Factor ETF
USMV
969 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 266 increasing their positions, 519 reducing their positions, and 74 closing their positions.
3,385% more call options, than puts
Call options by funds: $23.9M | Put options by funds: $685K
5.9% more ownership
Funds ownership: 67.75% → 73.65% (+5.9%)
3% less capital invested
Capital invested by funds: $19.2B → $18.7B (-$491M)
5% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 74
1% less funds holding
Funds holding: 983 → 969 (-14)
13% less funds holding in top 10
Funds holding in top 10: 169 → 147 (-22)
49% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 519
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$1.97B |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$91M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$47.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.3M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$230M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$199M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$180M |
| 4 |
BlackRock
New York
|
-$114M |
| 5 |
SIRP
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
-$110M |
USMV Hedge Fund Activity: Q2 2021 in Review
969 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2021, worth a combined $18.7B — down 2.6% from $19.2B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of USMV and 70 opened new positions — a net loss of 4 holders — while 519 trimmed existing stakes and 266 added.
The largest buyer was Kelly Financial Services, adding an estimated $1.97B. The largest seller was Wells Fargo, cutting an estimated $230M.
- 969 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2021, down from 983 in Q1 2021.
- Funds reported $18.7B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2021, down 2.6% quarter-over-quarter.
- 70 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2021 and 74 closed out, a net change of -4 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $1.97B added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2021 was Wells Fargo, an estimated $230M sold.
Based on aggregated 13F filings for Q2 2021.