iShares MSCI USA Min Vol Factor ETFUSMV
USMV
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
175% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 63
7% more funds holding
Funds holding: 1,171 [Q3] → 1,249 (+78) [Q4]
9% less funds holding in top 10
Funds holding in top 10: 89 [Q3] → 81 (-8) [Q4]
11% less capital invested
Capital invested by funds: $18.8B [Q3] → $16.7B (-$2.11B) [Q4]
14.22% less ownership
Funds ownership: 76.15% [Q3] → 61.92% (-14.22%) [Q4]
37% less repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 523
79% less call options, than puts
Call options by funds: $622K | Put options by funds: $3.01M
Research analyst outlook
We haven’t received any recent analyst ratings for USMV.
Financial journalist opinion
Based on 6 articles about USMV published over the past 30 days
Neutral
ETF Trends
1 day ago
Low Volatility ETFs Not Among Popular Defensive Plays
Uncertainty is the market's current buzz word. Concerns about policy, recession risk, inflation, consumer confidence, economic growth, and geopolitics have stock prices on a rollercoaster ride this year.
Neutral
Seeking Alpha
4 days ago
USMV: Not As Safe As You May Think
Amid a sharp selloff, I revisit the iShares Edge MSCI Min Vol USA ETF (USMV) for its low-volatility profile and potential downside protection. USMV offers exposure to large- and mid-cap US stocks with lower volatility, featuring conservative holdings like IBM, Cisco, and Walmart. Despite USMV's recent outperformance, I caution against overestimating its defenses.
Neutral
Seeking Alpha
4 days ago
USMV: Investors Flock To Quality, But USMV Is No Bargain
Stocks, including resilient names like Walmart and Costco, fell sharply, pushing investors towards low-volatility options like the iShares MSCI USA Min Vol Factor ETF. USMV has outperformed the S&P 500 since the VIX spike, offering lower volatility and risk reduction, but its valuation is now high. USMV's P/E ratio has risen to 24.8x, making it expensive; however, it remains a strong performer with solid technical support and resistance levels.
Neutral
Zacks Investment Research
1 week ago
Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?
Launched on 10/18/2011, the iShares MSCI USA Min Vol Factor ETF (USMV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
Negative
Zacks Investment Research
1 week ago
5 Safe ETF Buying Zones as Global Trade Tensions Escalate
Trade tariffs and signs of a weakening economy led to higher demand for safe-haven avenues or lower-risk securities.
Negative
Zacks Investment Research
2 weeks ago
Market Turmoil Raises Appeal for Low-Volatility ETFs
Volatility intensifies due to Trump's tariff plans and signs of economic slowdown. These ETFs could be solid investment options in the current choppy market.
Negative
Zacks Investment Research
1 month ago
Trade War Heats Up: ETFs to Shield Your Portfolio
The tit-for-tat tariffs ignite fears of a trade war, prompting investors to dump riskier assets and take a flight to safety.
Negative
Zacks Investment Research
2 months ago
Low Volatility ETFs to Bet on Amid Market Turmoil
Volatility in the stock market has intensified due to rising inflation fears, uncertainty surrounding rate cuts and ambiguity over Trump's tariff policies.
Neutral
Zacks Investment Research
2 months ago
Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the iShares MSCI USA Min Vol Factor ETF (USMV) is a passively managed exchange traded fund launched on 10/18/2011.
Negative
Seeking Alpha
3 months ago
Morningstar And Others Are Wrong About USMV
USMV is designed to control portfolio volatility, making it suitable for risk-averse investors who prefer stability over high returns during market rallies. The MSCI USA Minimum Volatility Index, USMV's underlying methodology, aims for lower beta and volatility, offering a better risk profile compared to the S&P 500. Despite underperforming in bull markets, USMV excels in downturns, providing consistent returns and minimizing losses, crucial for long-term financial planning.
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