iShares MSCI USA Min Vol Factor ETF
USMV
1,172 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 264 increasing their positions, 661 reducing their positions, and 108 closing their positions.
2.17% less ownership
Funds ownership: 78.22% → 76.05% (-2.2%)
4% less funds holding
Funds holding: 1,226 → 1,172 (-54)
8% less funds holding in top 10
Funds holding in top 10: 107 → 98 (-9)
10% less capital invested
Capital invested by funds: $20.9B → $18.7B (-$2.16B)
29% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 108
60% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 661
95% less call options, than puts
Call options by funds: $1.88M | Put options by funds: $40M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$382M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$112M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$62.8M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$61M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.37B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$734M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$417M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$276M |
| 5 |
BlackRock
New York
|
-$182M |
USMV Hedge Fund Activity: Q1 2024 in Review
1,172 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q1 2024, worth a combined $18.7B — down 10% from $20.9B a quarter earlier.
Sellers outnumbered buyers: 108 funds closed out of USMV and 77 opened new positions — a net loss of 31 holders — while 661 trimmed existing stakes and 264 added.
The largest buyer was Morgan Stanley, adding an estimated $382M. The largest seller was Bank of America, cutting an estimated $1.37B.
- 1,172 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q1 2024, down from 1,226 in Q4 2023.
- Funds reported $18.7B of iShares MSCI USA Min Vol Factor ETF stock for Q1 2024, down 10% quarter-over-quarter.
- 77 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q1 2024 and 108 closed out, a net change of -31 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q1 2024 was Morgan Stanley, an estimated $382M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q1 2024 was Bank of America, an estimated $1.37B sold.
Based on aggregated 13F filings for Q1 2024.