iShares MSCI USA Min Vol Factor ETF
USMV
1,157 hedge funds and large institutions have $22.8B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 405 increasing their positions, 454 reducing their positions, and 54 closing their positions.
209% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 54
14% more capital invested
Capital invested by funds: $20.1B → $22.8B (+$2.72B)
9% more funds holding
Funds holding: 1,062 → 1,157 (+95)
2.13% more ownership
Funds ownership: 74.09% → 76.21% (+2.1%)
1% less funds holding in top 10
Funds holding in top 10: 148 → 146 (-2)
11% less repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 454
33% less call options, than puts
Call options by funds: $2.29M | Put options by funds: $3.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$232M |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$203M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 4 |
JP Morgan Chase
New York
|
+$99.4M |
| 5 |
Morgan Stanley
New York
|
+$79.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$170M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$133M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$98.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$50.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$40.5M |
USMV Hedge Fund Activity: Q4 2022 in Review
1,157 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q4 2022, worth a combined $22.8B — up 14% from $20.1B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new USMV positions and 54 closed out — a net gain of 113 holders — while 405 added to existing stakes and 454 trimmed.
The largest buyer was Alaska Permanent Fund, opening a new position worth an estimated $232M. The largest seller was Envestnet Asset Management, cutting an estimated $170M.
- 1,157 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q4 2022, up from 1,062 in Q3 2022.
- Funds reported $22.8B of iShares MSCI USA Min Vol Factor ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 167 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q4 2022 and 54 closed out, a net change of +113 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q4 2022 was Alaska Permanent Fund, an estimated $232M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $170M sold.
Based on aggregated 13F filings for Q4 2022.