iShares MSCI USA Min Vol Factor ETF
USMV
973 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 319 increasing their positions, 432 reducing their positions, and 52 closing their positions.
1,039% more call options, than puts
Call options by funds: $23.9M | Put options by funds: $2.1M
33% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 52
0.63% more ownership
Funds ownership: 66.38% → 67.01% (+0.63%)
0% more funds holding
Funds holding: 970 → 973 (+3)
2% less capital invested
Capital invested by funds: $18.4B → $18.1B (-$342M)
5% less funds holding in top 10
Funds holding in top 10: 148 → 140 (-8)
26% less repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 432
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$62.8M |
| 2 |
SG Americas Securities
New York
|
+$59.2M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$49.5M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$44.7M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$53.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$51.7M |
| 3 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$51.2M |
| 4 |
SRC
Shufro Rose & Co
New York
|
-$42.5M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$41.4M |
USMV Hedge Fund Activity: Q3 2021 in Review
973 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2021, worth a combined $18.1B — down 1.9% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new USMV positions and 52 closed out — a net gain of 17 holders — while 319 added to existing stakes and 432 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $62.8M. The largest seller was Bank of America, cutting an estimated $53.8M.
- 973 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2021, up from 970 in Q2 2021.
- Funds reported $18.1B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2021, down 1.9% quarter-over-quarter.
- 69 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2021 and 52 closed out, a net change of +17 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $62.8M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2021 was Bank of America, an estimated $53.8M sold.
Based on aggregated 13F filings for Q3 2021.