iShares MSCI USA Min Vol Factor ETF
USMV
463 hedge funds and large institutions have $8.36B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 34 closing their positions.
3% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 34
2% more capital invested
Capital invested by funds: $8.23B → $8.36B (+$125M)
1.02% less ownership
Funds ownership: 57.92% → 56.9% (-1%)
1% less funds holding
Funds holding: 469 → 463 (-6)
13% less funds holding in top 10
Funds holding in top 10: 72 → 63 (-9)
13% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 179
68% less call options, than puts
Call options by funds: $1.04M | Put options by funds: $3.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$47.4M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$40.6M |
| 4 |
BlackRock
New York
|
+$31.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$36.9M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$33.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$31.2M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$25.2M |
| 5 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
-$20M |
USMV Hedge Fund Activity: Q2 2018 in Review
463 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2018, worth a combined $8.36B — up 1.5% from $8.23B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new USMV positions and 34 closed out — a net gain of 1 holder — while 155 added to existing stakes and 179 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $56.4M. The largest seller was Allstate Corporation, exiting entirely with an estimated $36.9M sold.
- 463 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2018, down from 469 in Q1 2018.
- Funds reported $8.36B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2018, up 1.5% quarter-over-quarter.
- 35 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2018 and 34 closed out, a net change of +1 holder.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $56.4M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2018 was Allstate Corporation, an estimated $36.9M sold.
Based on aggregated 13F filings for Q2 2018.