iShares MSCI USA Min Vol Factor ETF
USMV
146 hedge funds and large institutions have $1.68B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 20 reducing their positions, and 6 closing their positions.
567% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 6
240% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 20
64% more funds holding in top 10
Funds holding in top 10: 14 → 23 (+9)
47% more capital invested
Capital invested by funds: $1.15B → $1.68B (+$534M)
27% more funds holding
Funds holding: 115 → 146 (+31)
7.27% more ownership
Funds ownership: 40% → 47.27% (+7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$163M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$54.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$35.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$150M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$20M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$17.6M |
| 4 |
SG Americas Securities
New York
|
-$12.7M |
| 5 |
HPBT
High Point Bank & Trust
High Point,
North Carolina
|
-$12.5M |
USMV Hedge Fund Activity: Q4 2014 in Review
146 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q4 2014, worth a combined $1.68B — up 47% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new USMV positions and 6 closed out — a net gain of 34 holders — while 68 added to existing stakes and 20 trimmed.
The largest buyer was State Street, opening a new position worth an estimated $163M. The largest seller was Allstate Corporation, cutting an estimated $150M.
- 146 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q4 2014, up from 115 in Q3 2014.
- Funds reported $1.68B of iShares MSCI USA Min Vol Factor ETF stock for Q4 2014, up 47% quarter-over-quarter.
- 40 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q4 2014 and 6 closed out, a net change of +34 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q4 2014 was State Street, an estimated $163M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q4 2014 was Allstate Corporation, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2014.