iShares MSCI USA Min Vol Factor ETF
USMV
1,190 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 355 increasing their positions, 548 reducing their positions, and 59 closing their positions.
59% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 59
2% more funds holding
Funds holding: 1,166 → 1,190 (+24)
1% more funds holding in top 10
Funds holding in top 10: 90 → 91 (+1)
2% more capital invested
Capital invested by funds: $18.2B → $18.6B (+$433M)
0.28% less ownership
Funds ownership: 75.58% → 75.31% (-0.28%)
35% less repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 548
66% less call options, than puts
Call options by funds: $831K | Put options by funds: $2.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$90.4M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$67.2M |
| 3 |
Morgan Stanley
New York
|
+$50.2M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$48.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$516M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$449M |
| 3 |
JP Morgan Chase
New York
|
-$196M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$70.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$59.8M |
USMV Hedge Fund Activity: Q3 2024 in Review
1,190 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2024, worth a combined $18.6B — up 2.4% from $18.2B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new USMV positions and 59 closed out — a net gain of 35 holders — while 355 added to existing stakes and 548 trimmed.
The largest buyer was Horizon Investments, adding an estimated $90.4M. The largest seller was Raymond James & Associates, cutting an estimated $516M.
- 1,190 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2024, up from 1,166 in Q2 2024.
- Funds reported $18.6B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
- 94 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2024 and 59 closed out, a net change of +35 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2024 was Horizon Investments, an estimated $90.4M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2024 was Raymond James & Associates, an estimated $516M sold.
Based on aggregated 13F filings for Q3 2024.