iShares MSCI USA Min Vol Factor ETF
USMV
1,089 hedge funds and large institutions have $17.7B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 371 increasing their positions, 486 reducing their positions, and 96 closing their positions.
5,137% more call options, than puts
Call options by funds: $1.83M | Put options by funds: $35K
0.71% more ownership
Funds ownership: 68.01% → 68.71% (+0.71%)
3% less funds holding
Funds holding: 1,120 → 1,089 (-31)
7% less funds holding in top 10
Funds holding in top 10: 148 → 138 (-10)
7% less capital invested
Capital invested by funds: $19.1B → $17.7B (-$1.36B)
16% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 96
24% less repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 486
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$581M |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$317M |
| 3 |
Capstone Investment Advisors
New York
|
+$98.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$64.6M |
| 5 |
BlackRock
New York
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$116M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$75.9M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$59.3M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$45.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.9M |
USMV Hedge Fund Activity: Q2 2022 in Review
1,089 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2022, worth a combined $17.7B — down 7.1% from $19.1B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of USMV and 81 opened new positions — a net loss of 15 holders — while 486 trimmed existing stakes and 371 added.
The largest buyer was Fidelity Investments, adding an estimated $581M. The largest seller was Horizon Investments, cutting an estimated $116M.
- 1,089 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2022, down from 1,120 in Q1 2022.
- Funds reported $17.7B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
- 81 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2022 and 96 closed out, a net change of -15 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2022 was Fidelity Investments, an estimated $581M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2022 was Horizon Investments, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2022.