iShares MSCI USA Min Vol Factor ETF
USMV
276 hedge funds and large institutions have $6.63B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 136 increasing their positions, 43 reducing their positions, and 15 closing their positions.
380% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 15
216% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 43
141% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $1.03M
81% more capital invested
Capital invested by funds: $3.67B → $6.63B (+$2.96B)
38% more funds holding in top 10
Funds holding in top 10: 45 → 62 (+17)
25% more funds holding
Funds holding: 220 → 276 (+56)
6.28% more ownership
Funds ownership: 53.98% → 60.25% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$345M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$210M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$190M |
| 4 |
LPL Financial
San Diego,
California
|
+$188M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.8M |
| 2 |
Jane Street
New York
|
-$9.86M |
| 3 |
CCS
Crosspoint Capital Strategies
Orinda,
California
|
-$6.34M |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$4.99M |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$4.47M |
USMV Hedge Fund Activity: Q1 2016 in Review
276 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q1 2016, worth a combined $6.63B — up 81% from $3.67B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new USMV positions and 15 closed out — a net gain of 57 holders — while 136 added to existing stakes and 43 trimmed.
The largest buyer was Bank of America, adding an estimated $345M. The largest seller was Fidelity Investments, cutting an estimated $15.8M.
- 276 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2016, up from 220 in Q4 2015.
- Funds reported $6.63B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2016, up 81% quarter-over-quarter.
- 72 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2016 and 15 closed out, a net change of +57 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q1 2016 was Bank of America, an estimated $345M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q1 2016 was Fidelity Investments, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2016.