iShares MSCI USA Min Vol Factor ETF
USMV
902 hedge funds and large institutions have $22.2B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 331 increasing their positions, 386 reducing their positions, and 69 closing their positions.
3,498% more call options, than puts
Call options by funds: $20.9M | Put options by funds: $582K
42% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 69
8% more capital invested
Capital invested by funds: $20.6B → $22.2B (+$1.64B)
3% more funds holding
Funds holding: 878 → 902 (+24)
1.12% less ownership
Funds ownership: 66.57% → 65.44% (-1.1%)
7% less funds holding in top 10
Funds holding in top 10: 237 → 220 (-17)
14% less repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 386
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$240M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$78.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$68.1M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$61.4M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
-$393M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$120M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$118M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$116M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$86.5M |
USMV Hedge Fund Activity: Q2 2020 in Review
902 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2020, worth a combined $22.2B — up 8% from $20.6B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new USMV positions and 69 closed out — a net gain of 29 holders — while 331 added to existing stakes and 386 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $240M. The largest seller was Nippon Life Insurance, exiting entirely with an estimated $393M sold.
- 902 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2020, up from 878 in Q1 2020.
- Funds reported $22.2B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2020, up 8% quarter-over-quarter.
- 98 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2020 and 69 closed out, a net change of +29 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2020 was Raymond James & Associates, an estimated $240M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2020 was Nippon Life Insurance, an estimated $393M sold.
Based on aggregated 13F filings for Q2 2020.