iShares MSCI USA Min Vol Factor ETF
USMV
277 hedge funds and large institutions have $6.64B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 43 reducing their positions, and 15 closing their positions.
373% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 15
219% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 43
141% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $1.03M
69% more capital invested
Capital invested by funds: $3.92B → $6.64B (+$2.72B)
40% more funds holding in top 10
Funds holding in top 10: 45 → 63 (+18)
25% more funds holding
Funds holding: 222 → 277 (+55)
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
277 of the 3,767 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 $6.64B — up 69% from $3.92B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new USMV positions and 15 closed out — a net gain of 56 holders — while 137 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.
- 277 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2016, up from 222 in Q4 2015.
- Funds reported $6.64B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2016, up 69% quarter-over-quarter.
- 71 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2016 and 15 closed out, a net change of +56 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.