iShares MSCI USA Min Vol Factor ETF
USMV
171 hedge funds and large institutions have $2.48B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 12 closing their positions.
289% more capital inflows, than outflows
Capital inflows: $583M | Capital outflows: $150M
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
103% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 37
24% more funds holding in top 10
Funds holding in top 10: 21 → 26 (+5)
12% more funds holding
Funds holding: 153 → 171 (+18)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $359K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$86M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$83M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$45.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$35.9M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock Group
London,
United Kingdom
|
-$34.7M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$34M |
| 3 |
State Street
Boston,
Massachusetts
|
-$23.9M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$10.2M |
| 5 |
Goldman Sachs
New York
|
-$10.1M |
USMV Hedge Fund Activity: Q2 2015 in Review
171 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2015, worth a combined $2.48B — up 18% from $2.1B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new USMV positions and 12 closed out — a net gain of 20 holders — while 75 added to existing stakes and 37 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $86M. The largest seller was BlackRock Group, cutting an estimated $34.7M.
- 171 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2015, up from 153 in Q1 2015.
- Funds reported $2.48B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2015, up 18% quarter-over-quarter.
- 32 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2015 and 12 closed out, a net change of +20 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2015 was Charles Schwab Investment Advisory, an estimated $86M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2015 was BlackRock Group, an estimated $34.7M sold.
Based on aggregated 13F filings for Q2 2015.