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iShares MSCI USA Min Vol Factor ETF
USMV

1,120 hedge funds and large institutions have $19.1B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 336 increasing their positions, 540 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $783K

18% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 76

0% less funds holding

Funds holding: 1,124 → 1,120 (-4)

2.35% less ownership

Funds ownership: 70.36% → 68.01% (-2.4%)

11% less capital invested

Capital invested by funds: $21.6B → $19.1B (-$2.47B)

14% less funds holding in top 10

Funds holding in top 10: 172 → 148 (-24)

38% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 540

Holders
1,120
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
17.61%
Holding in Top 10
148
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.95%
% of All Funds
2.33%
New
90
Increased
336
Reduced
540
Closed
76
Calls
$1.58M
Puts
$783K
Net Calls
+$799K
Net Calls Change
-$2.44M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$66.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$62.6M
3
HI
Horizon Investments
North Carolina
+$27.4M
4
EWM
Executive Wealth Management
Michigan
+$26.6M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$25.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$145M
2
Bank of America
Bank of America
North Carolina
-$133M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$109M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$68.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$56.7M

USMV Hedge Fund Activity: Q1 2022 in Review

1,120 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q1 2022, worth a combined $19.1B — down 11% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new USMV positions and 76 closed out — a net gain of 14 holders — while 336 added to existing stakes and 540 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $66.3M. The largest seller was Morgan Stanley, cutting an estimated $145M.

  • 1,120 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2022, down from 1,124 in Q4 2021.
  • Funds reported $19.1B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 90 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2022 and 76 closed out, a net change of +14 holders.
  • The largest iShares MSCI USA Min Vol Factor ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $66.3M added.
  • The largest iShares MSCI USA Min Vol Factor ETF seller in Q1 2022 was Morgan Stanley, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2022.