iShares MSCI USA Min Vol Factor ETF
USMV
1,147 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 73 closing their positions.
152% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $617K
38% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 73
6% more capital invested
Capital invested by funds: $20.8B → $22B (+$1.19B)
2% more funds holding
Funds holding: 1,127 → 1,147 (+20)
1.6% more ownership
Funds ownership: 73.81% → 75.41% (+1.6%)
7% less funds holding in top 10
Funds holding in top 10: 137 → 128 (-9)
12% less repeat investments, than reductions
Existing positions increased: 421 | Existing positions reduced: 477
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$356M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$127M |
| 3 |
Cerity Partners
New York
|
+$108M |
| 4 |
Capstone Investment Advisors
New York
|
+$88.3M |
| 5 |
Morgan Stanley
New York
|
+$82.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$562M |
| 2 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$174M |
| 3 |
SG Americas Securities
New York
|
-$122M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$38.1M |
| 5 |
Two Sigma Investments
New York
|
-$31M |
USMV Hedge Fund Activity: Q2 2023 in Review
1,147 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2023, worth a combined $22B — up 5.7% from $20.8B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new USMV positions and 73 closed out — a net gain of 28 holders — while 421 added to existing stakes and 477 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $356M. The largest seller was Raymond James & Associates, cutting an estimated $562M.
- 1,147 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2023, up from 1,127 in Q1 2023.
- Funds reported $22B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2023, up 5.7% quarter-over-quarter.
- 101 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2023 and 73 closed out, a net change of +28 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2023 was Fidelity Investments, an estimated $356M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2023 was Raymond James & Associates, an estimated $562M sold.
Based on aggregated 13F filings for Q2 2023.