iShares MSCI USA Min Vol Factor ETF
USMV
316 hedge funds and large institutions have $8.38B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 141 increasing their positions, 106 reducing their positions, and 13 closing their positions.
208% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 13
39% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $8.9M
33% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 106
8% more funds holding
Funds holding: 293 → 316 (+23)
4% more funds holding in top 10
Funds holding in top 10: 72 → 75 (+3)
1.84% more ownership
Funds ownership: 56.2% → 58.03% (+1.8%)
4% more capital invested
Capital invested by funds: $8.05B → $8.38B (+$324M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$140M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$93.8M |
| 3 |
JP Morgan Chase
New York
|
+$88.5M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$76M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$71.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$158M |
| 2 |
Morgan Stanley
New York
|
-$69.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$59.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$44.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$35.7M |
USMV Hedge Fund Activity: Q3 2016 in Review
316 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2016, worth a combined $8.38B — up 4% from $8.05B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new USMV positions and 13 closed out — a net gain of 27 holders — while 141 added to existing stakes and 106 trimmed.
The largest buyer was Bank of America, adding an estimated $140M. The largest seller was Fidelity Investments, cutting an estimated $158M.
- 316 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2016, up from 293 in Q2 2016.
- Funds reported $8.38B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2016, up 4% quarter-over-quarter.
- 40 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2016 and 13 closed out, a net change of +27 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2016 was Bank of America, an estimated $140M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2016 was Fidelity Investments, an estimated $158M sold.
Based on aggregated 13F filings for Q3 2016.