iShares MSCI USA Min Vol Factor ETF
USMV
111 hedge funds and large institutions have $1.08B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
70% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 27
13% more capital invested
Capital invested by funds: $952M → $1.08B (+$127M)
8% more funds holding
Funds holding: 103 → 111 (+8)
1.73% more ownership
Funds ownership: 39.12% → 40.86% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$29.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.3M |
| 3 |
SG Americas Securities
New York
|
+$8.41M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.26M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$9.67M |
| 2 |
SR
Swiss Reinsurance
Zurich,
Switzerland
|
-$5.41M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
-$4.65M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.52M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$2.48M |
USMV Hedge Fund Activity: Q2 2014 in Review
111 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2014, worth a combined $1.08B — up 13% from $952M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new USMV positions and 8 closed out — a net gain of 8 holders — while 46 added to existing stakes and 27 trimmed.
The largest buyer was Choate Investment Advisors, adding an estimated $29.8M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $9.67M sold.
- 111 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2014, up from 103 in Q1 2014.
- Funds reported $1.08B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2014, up 13% quarter-over-quarter.
- 16 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2014 and 8 closed out, a net change of +8 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2014 was Choate Investment Advisors, an estimated $29.8M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2014 was Parametric Portfolio Associates, an estimated $9.67M sold.
Based on aggregated 13F filings for Q2 2014.