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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$623M
5
QWP
5
Quotient Wealth Partners
Texas
$60M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
3
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
JSW
226
Journey Strategic Wealth
New Jersey
$6.79M 87,027 +2,455 +3%
WBG
227
Wharton Business Group
Pennsylvania
$6.63M 84,958 +3 +0%
PWM
228
Perigon Wealth Management
California
$6.61M 84,741 -17,221 -17%
PA
229
PSI Advisors
Florida
$6.54M 83,780 -48,012 -36%
AWG
230
Altus Wealth Group
Colorado
$6.51M 83,368 -523 -0.6%
SGI
231
Summit Global Investments
Utah
$6.5M 83,350 -131,291 -61%
HNWAG
232
High Net Worth Advisory Group
Florida
$6.29M 80,564 -4,710 -6%
NP
233
NorthRock Partners
Minnesota
$6.27M 80,310 +80,310 New
JWBC
234
John W. Brooker & Co
California
$6.25M 80,077 -959 -1%
SCA
235
Snowden Capital Advisors
New York
$6.24M 79,998 -12,709 -14%
FM
236
Family Management
New York
$6.22M 79,652 -89,593 -53%
SFG
237
Snider Financial Group
Washington
$6.18M 79,219 +478 +0.6%
ECM
238
Evergreen Capital Management
Washington
$6.17M 79,050 +11,847 +18%
JWCA
239
J.W. Cole Advisors
Florida
$6.12M 78,403 +818 +1%
SAM
240
Sequent Asset Management
Texas
$6.09M 78,058 -91 -0.1%
EFS
241
Essex Financial Services
Connecticut
$6.02M 77,207 -746 -1%
CIAS
242
CFS Investment Advisory Services
New Jersey
$6.01M 76,986 -39,627 -34%
BS
243
Banco Santander
Spain
$5.99M 76,822 +1,655 +2%
FCBT
244
First Citizens Bank & Trust
North Carolina
$5.99M 76,748 -1,617,446 -95%
Northern Trust
245
Northern Trust
Illinois
$5.96M 76,443 +15,155 +25%
AFG
246
Arkansas Financial Group
Arkansas
$5.87M 75,265 -7,745 -9%
CAG
247
Csenge Advisory Group
Florida
$5.83M 74,756 -5,655 -7%
JE
248
JMAC Enterprises
Pennsylvania
$5.82M 74,610 +7,299 +11%
GVAG
249
Great Valley Advisor Group
Delaware
$5.81M 74,503 -52 -0.1%
GPA
250
Guerra Pan Advisors
New Jersey
$5.71M 73,192 -241 -0.3%
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