iShares MSCI USA Min Vol Factor ETF
USMV
1,124 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 385 reducing their positions, and 62 closing their positions.
367% more call options, than puts
Call options by funds: $4.12M | Put options by funds: $882K
276% more first-time investments, than exits
New positions opened: 233 | Existing positions closed: 62
23% more funds holding in top 10
Funds holding in top 10: 139 → 171 (+32)
18% more capital invested
Capital invested by funds: $18.1B → $21.4B (+$3.29B)
16% more funds holding
Funds holding: 972 → 1,124 (+152)
3.33% more ownership
Funds ownership: 66.99% → 70.32% (+3.3%)
2% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 385
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$509M |
| 2 |
BlackRock
New York
|
+$151M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$105M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$71.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$66.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$61.8M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$59.6M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$59.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$55.9M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$48.5M |
USMV Hedge Fund Activity: Q4 2021 in Review
1,124 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q4 2021, worth a combined $21.4B — up 18% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 233 funds opened new USMV positions and 62 closed out — a net gain of 171 holders — while 379 added to existing stakes and 385 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $509M. The largest seller was SG Americas Securities, exiting entirely with an estimated $61.8M sold.
- 1,124 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q4 2021, up from 972 in Q3 2021.
- Funds reported $21.4B of iShares MSCI USA Min Vol Factor ETF stock for Q4 2021, up 18% quarter-over-quarter.
- 233 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q4 2021 and 62 closed out, a net change of +171 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $509M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q4 2021 was SG Americas Securities, an estimated $61.8M sold.
Based on aggregated 13F filings for Q4 2021.