iShares MSCI USA Min Vol Factor ETF
USMV
186 hedge funds and large institutions have $3.04B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
91% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 47
23% more capital invested
Capital invested by funds: $2.48B → $3.04B (+$565M)
19% more funds holding in top 10
Funds holding in top 10: 26 → 31 (+5)
9% more funds holding
Funds holding: 171 → 186 (+15)
1.47% more ownership
Funds ownership: 49.12% → 50.59% (+1.5%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $555K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$98.9M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$96.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$41.3M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$39.9M |
| 5 |
QI
QS Investors
New York
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$83.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.5M |
| 3 |
SLAM
Swiss Life Asset Management
Zurich,
|
-$9.91M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$8.8M |
| 5 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$5.11M |
USMV Hedge Fund Activity: Q3 2015 in Review
186 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2015, worth a combined $3.04B — up 23% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new USMV positions and 12 closed out — a net gain of 17 holders — while 90 added to existing stakes and 47 trimmed.
The largest buyer was Bank of America, adding an estimated $98.9M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $83.9M sold.
- 186 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2015, up from 171 in Q2 2015.
- Funds reported $3.04B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2015, up 23% quarter-over-quarter.
- 29 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2015 and 12 closed out, a net change of +17 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2015 was Bank of America, an estimated $98.9M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2015 was Charles Schwab Investment Advisory, an estimated $83.9M sold.
Based on aggregated 13F filings for Q3 2015.