iShares MSCI USA Min Vol Factor ETF
USMV
655 hedge funds and large institutions have $16B invested in iShares MSCI USA Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 153 reducing their positions, and 39 closing their positions.
479% more call options, than puts
Call options by funds: $16.9M | Put options by funds: $2.93M
136% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 39
116% more repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 153
28% more capital invested
Capital invested by funds: $12.5B → $16B (+$3.45B)
8% more funds holding in top 10
Funds holding in top 10: 134 → 145 (+11)
7% more funds holding
Funds holding: 612 → 655 (+43)
1.01% less ownership
Funds ownership: 67.33% → 66.32% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$401M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$371M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$156M |
| 4 |
BlackRock
New York
|
+$149M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Freestate Advisors
Overland Park,
Kansas
|
-$71.7M |
| 2 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
-$53.8M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$28.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$27.8M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$21.2M |
USMV Hedge Fund Activity: Q1 2019 in Review
655 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q1 2019, worth a combined $16B — up 28% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new USMV positions and 39 closed out — a net gain of 53 holders — while 330 added to existing stakes and 153 trimmed.
The largest buyer was Prudential plc, opening a new position worth an estimated $401M. The largest seller was Freestate Advisors, cutting an estimated $71.7M.
- 655 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2019, up from 612 in Q4 2018.
- Funds reported $16B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2019, up 28% quarter-over-quarter.
- 92 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2019 and 39 closed out, a net change of +53 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q1 2019 was Prudential plc, an estimated $401M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q1 2019 was Freestate Advisors, an estimated $71.7M sold.
Based on aggregated 13F filings for Q1 2019.