iShares MSCI USA Min Vol Factor ETF
USMV
1,167 hedge funds and large institutions have $18.2B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 281 increasing their positions, 601 reducing their positions, and 86 closing their positions.
9% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 86
0.47% less ownership
Funds ownership: 76.05% → 75.58% (-0.47%)
1% less funds holding
Funds holding: 1,173 → 1,167 (-6)
8% less funds holding in top 10
Funds holding in top 10: 98 → 90 (-8)
34% less capital inflows, than outflows
Capital inflows: $946M | Capital outflows: $1.44B
53% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 601
86% less call options, than puts
Call options by funds: $1.23M | Put options by funds: $8.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$306M |
| 2 |
JP Morgan Chase
New York
|
+$134M |
| 3 |
Alaska Permanent Fund
Juneau,
Alaska
|
+$68.4M |
| 4 |
Symmetry Partners
Glastonbury,
Connecticut
|
+$27.3M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$220M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$117M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$108M |
| 4 |
Morgan Stanley
New York
|
-$104M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$54.3M |
USMV Hedge Fund Activity: Q2 2024 in Review
1,167 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2024, worth a combined $18.2B — down 3% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new USMV positions and 86 closed out — a net gain of 8 holders — while 281 added to existing stakes and 601 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $306M. The largest seller was Fidelity Investments, cutting an estimated $220M.
- 1,167 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2024, down from 1,173 in Q1 2024.
- Funds reported $18.2B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2024, down 3% quarter-over-quarter.
- 94 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2024 and 86 closed out, a net change of +8 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $306M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2024 was Fidelity Investments, an estimated $220M sold.
Based on aggregated 13F filings for Q2 2024.