iShares MSCI USA Min Vol Factor ETFUSMV
USMV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
33% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 72
2% more funds holding
Funds holding: 1,138 [Q2] → 1,162 (+24) [Q3]
1% more funds holding in top 10
Funds holding in top 10: 88 [Q2] → 89 (+1) [Q3]
7% less capital invested
Capital invested by funds: $19.8B [Q2] → $18.5B (-$1.37B) [Q3]
7.79% less ownership
Funds ownership: 82.6% [Q2] → 74.81% (-7.79%) [Q3]
35% less repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 529
66% less call options, than puts
Call options by funds: $831K | Put options by funds: $2.47M
Research analyst outlook
We haven’t received any recent analyst ratings for USMV.
Financial journalist opinion
Negative
Seeking Alpha
1 week 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.
Positive
ETF Trends
1 month ago
Cap Gains Season to Spur ETF Demand
It is almost the official start of the holiday shopping season, also known as Thanksgiving. However, just as some retailers have offered savings to early shoppers, ETF providers have offered early tax benefits to investors.
Positive
Seeking Alpha
1 month ago
5 ETFs To Retire With In 2025
This article covers a five-ETF portfolio built to replace and beat out a traditional 60/40. This portfolio could be built by a DIY investor with ease. It would be simple to monitor and rebalance. The goal is to create a >4% yield while providing as much or more safety than a traditional 60/40.
Neutral
Zacks Investment Research
1 month ago
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.
Negative
24/7 Wall Street
1 month ago
2 ETFs to Protect You From a Market Meltdown
The broader stock markets are really starting to heat up heading into the election.
Positive
Morningstar
2 months ago
3 Great ETFs for Jittery Markets
These ETFs are designed with lower volatility in mind.
Positive
Zacks Investment Research
2 months ago
5 ETF Strategies to Follow in Q4
We have highlighted some investing strategies that could be extremely beneficial for investors heading into the fourth quarter.
Positive
Seeking Alpha
2 months ago
USMV: Low-Volatility Stands Out, Performance Not So Much
The iShares MSCI USA Min Vol Factor ETF (USMV) offers exposure to U.S. equities with lower volatility, focusing on defensive sectors like consumer staples, healthcare, and utilities. USMV's portfolio is diversified, with its largest holding, IBM, accounting for just 1.8% of the fund, and it avoids high-volatility sectors like real estate. The ETF's valuation is slightly higher than its low-volatility peers but lower than the broader market, driven by its underweight in high-valuation mega caps.
Neutral
ETF Trends
3 months ago
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.
Negative
Zacks Investment Research
3 months ago
Navigate the September Swoon With These Low Volatility ETFs
Wall Street falters at the start of September, raising the appeal for low-volatility products.
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