iShares MSCI USA Min Vol Factor ETF
USMV
1,155 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 404 increasing their positions, 454 reducing their positions, and 55 closing their positions.
202% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 55
18% more capital invested
Capital invested by funds: $20B → $23.5B (+$3.53B)
9% more funds holding
Funds holding: 1,062 → 1,155 (+93)
0.31% more ownership
Funds ownership: 75.89% → 76.21% (+0.31%)
1% less funds holding in top 10
Funds holding in top 10: 147 → 145 (-2)
11% less repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 454
33% less call options, than puts
Call options by funds: $2.29M | Put options by funds: $3.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$232M |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$203M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 4 |
JP Morgan Chase
New York
|
+$99.4M |
| 5 |
Morgan Stanley
New York
|
+$79.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$527M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$170M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$133M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$98.5M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$50.2M |
USMV Hedge Fund Activity: Q4 2022 in Review
1,155 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q4 2022, worth a combined $23.5B — up 18% from $20B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new USMV positions and 55 closed out — a net gain of 111 holders — while 404 added to existing stakes and 454 trimmed.
The largest buyer was Alaska Permanent Fund, opening a new position worth an estimated $232M. The largest seller was CFS Investment Advisory Services, cutting an estimated $527M.
- 1,155 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q4 2022, up from 1,062 in Q3 2022.
- Funds reported $23.5B of iShares MSCI USA Min Vol Factor ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 166 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q4 2022 and 55 closed out, a net change of +111 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q4 2022 was Alaska Permanent Fund, an estimated $232M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $527M sold.
Based on aggregated 13F filings for Q4 2022.