iShares MSCI USA Min Vol Factor ETF
USMV
1,284 hedge funds and large institutions have $16.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 340 increasing their positions, 532 reducing their positions, and 62 closing their positions.
197% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 62
8% more funds holding
Funds holding: 1,190 → 1,284 (+94)
2.13% less ownership
Funds ownership: 75.31% → 73.18% (-2.1%)
8% less funds holding in top 10
Funds holding in top 10: 91 → 84 (-7)
11% less capital invested
Capital invested by funds: $18.6B → $16.6B (-$2.02B)
36% less repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 532
79% less call options, than puts
Call options by funds: $622K | Put options by funds: $3.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$74.2M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$64.9M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$32.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$30.1M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$468M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$342M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$228M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$110M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$60.5M |
USMV Hedge Fund Activity: Q4 2024 in Review
1,284 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q4 2024, worth a combined $16.6B — down 11% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new USMV positions and 62 closed out — a net gain of 122 holders — while 340 added to existing stakes and 532 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $74.2M. The largest seller was Morgan Stanley, cutting an estimated $468M.
- 1,284 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q4 2024, up from 1,190 in Q3 2024.
- Funds reported $16.6B of iShares MSCI USA Min Vol Factor ETF stock for Q4 2024, down 11% quarter-over-quarter.
- 184 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q4 2024 and 62 closed out, a net change of +122 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $74.2M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q4 2024 was Morgan Stanley, an estimated $468M sold.
Based on aggregated 13F filings for Q4 2024.