iShares MSCI USA Min Vol Factor ETF
USMV
1,121 hedge funds and large institutions have $19.1B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 337 increasing their positions, 541 reducing their positions, and 75 closing their positions.
102% more call options, than puts
Call options by funds: $1.58M | Put options by funds: $783K
19% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 75
0.06% less ownership
Funds ownership: 70.32% → 70.26% (-0.06%)
0% less funds holding
Funds holding: 1,124 → 1,121 (-3)
11% less capital invested
Capital invested by funds: $21.4B → $19.1B (-$2.3B)
13% less funds holding in top 10
Funds holding in top 10: 171 → 148 (-23)
38% less repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 541
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$609M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$66.3M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$62.6M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$27.4M |
| 5 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$145M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$133M |
| 3 |
Two Sigma Advisers
New York
|
-$109M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$68.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$56.7M |
USMV Hedge Fund Activity: Q1 2022 in Review
1,121 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q1 2022, worth a combined $19.1B — down 11% from $21.4B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new USMV positions and 75 closed out — a net gain of 14 holders — while 337 added to existing stakes and 541 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $609M. The largest seller was Morgan Stanley, cutting an estimated $145M.
- 1,121 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2022, down from 1,124 in Q4 2021.
- Funds reported $19.1B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2022, down 11% quarter-over-quarter.
- 89 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2022 and 75 closed out, a net change of +14 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $609M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q1 2022 was Morgan Stanley, an estimated $145M sold.
Based on aggregated 13F filings for Q1 2022.