iShares MSCI USA Min Vol Factor ETF
USMV

$91.72

0.42%

Market Cap: $27.5B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

1% less funds holding

Funds holding: 1,136 [Q1] → 1,122 (-14) [Q2]

7% less funds holding in top 10

Funds holding in top 10: 90 [Q1] → 84 (-6) [Q2]

9.08% less ownership

Funds ownership: 84.03% [Q1] → 74.95% (-9.08%) [Q2]

11% less capital invested

Capital invested by funds: $20.3B [Q1] → $18B (-$2.31B) [Q2]

14% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 102

53% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 578

86% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $8.57M

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Research analyst outlook

We haven’t received any recent analyst ratings for USMV.

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Financial journalist opinion

Based on 5 articles about USMV published over the past 30 days

What VIX Tells Us About Opportunity in Low Vol ETFs

For a brief moment, volatility picked up in early August and again in early September. We saw some appetite reappear for low volatility ETFs, which have gotten no love in 2024.

What VIX Tells Us About Opportunity in Low Vol ETFs

Zacks Investment Research

Navigate the September Swoon With These Low Volatility ETFs

Wall Street falters at the start of September, raising the appeal for low-volatility products.

Navigate the September Swoon With These Low Volatility ETFs

Zacks Investment Research

5 ETF Strategies to Survive a Historically Weak September

Wall Street falters at the start of September. The weak trend is likely to continue, given that September is one of the market's historically worst months.

5 ETF Strategies to Survive a Historically Weak September

Zacks Investment Research

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the iShares MSCI USA Min Vol Factor ETF (USMV), a passively managed exchange traded fund launched on 10/18/2011.

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

Zacks Investment Research

Time for Low-Volatility & Equal-Weight ETFs as Market Rally Falters?

The current tech-driven market rally faltered and safe sectors and equal-weight indexes gained precedence.

Time for Low-Volatility & Equal-Weight ETFs as Market Rally Falters?

Zacks Investment Research

Low Volatility ETFs Shining Halfway Through Q3

Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or in an uncertain environment, providing significant protection to the portfolio.

Low Volatility ETFs Shining Halfway Through Q3

Zacks Investment Research

Low Volatility ETF (USMV) Hits New 52-Week High

For investors seeking momentum, iShares MSCI USA Min Vol Factor ETF USMV) is probably on the radar. The fund just hit a 52-week high and is up 25.2% from its 52-week low price of $70.38/share.

Low Volatility ETF (USMV) Hits New 52-Week High

Can Low Volatility ETFs Safeguard Gains?

Low volatility ETFs can be used to potentially safeguard gains and protect against market turbulence. Wall Street's popular measure of expected volatility in the stock market recorded its largest-ever intraday jump on Monday.

Can Low Volatility ETFs Safeguard Gains?

USMV: A Sophisticated, But Not Better Low-Vol ETF

iShares MSCI USA Min Vol Factor ETF implements a low-volatility strategy based on sophisticated mathematical tools. The USMV portfolio looks superior to the Russell 1000 index regarding value and quality, but inferior in growth. USMV has lagged the benchmark in total return since inception and is marginally better in risk-adjusted performance.

USMV: A Sophisticated, But Not Better Low-Vol ETF

Zacks Investment Research

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the iShares MSCI USA Min Vol Factor ETF (USMV), a passively managed exchange traded fund launched on 10/18/2011.

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

See News Rankings