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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
226
Essex Financial Services
Connecticut
$6.52M +$70K +838 +1%
AWG
227
Altus Wealth Group
Colorado
$6.44M -$527K -6,311 -8%
HF
228
HRT Financial
New York
$6.39M +$6.39M +76,404 New
MSAM
229
Moloney Securities Asset Management
Missouri
$6.37M +$342K +4,087 +6%
Northern Trust
230
Northern Trust
Illinois
$6.29M -$97.1K -1,162 -2%
ES
231
ETF Store
Kansas
$6.29M +$510K +6,104 +9%
NP
232
NorthRock Partners
Minnesota
$6.18M -$528K -6,320 -8%
SAM
233
Sequent Asset Management
Texas
$6.08M -$447K -5,345 -7%
BCI
234
Brinker Capital Investments
Pennsylvania
$6.05M -$2.34M -27,947 -28%
OPS
235
Orion Portfolio Solutions
Nebraska
$6.05M -$2.34M -27,947 -28%
AFG
236
Arkansas Financial Group
Arkansas
$6.05M -$243K -2,906 -4%
TC
237
TownSquare Capital
Utah
$6.02M +$769K +9,198 +15%
FA
238
FDx Advisors
Illinois
$6.02M -$3.53M -42,289 -37%
ACM
239
Allred Capital Management
Texas
$5.99M -$61.7K -738 -1%
WFA
240
Wells Financial Advisors
Massachusetts
$5.98M -$9.2M -110,073 -61%
PWM
241
Perigon Wealth Management
California
$5.94M -$1.15M -13,709 -16%
IAG
242
Investment Advisory Group
Massachusetts
$5.89M +$21.5K +257 +0.4%
FWP
243
FAS Wealth Partners
Kansas
$5.87M -$53.3K -638 -0.9%
AF
244
Allworth Financial
California
$5.86M +$361K +4,325 +7%
AWM
245
Able Wealth Management
New Jersey
$5.78M +$75.6K +904 +1%
EWA
246
EP Wealth Advisors
California
$5.77M +$11K +132 +0.2%
SPA
247
Shore Point Advisors
New Jersey
$5.77M -$251K -3,003 -4%
CIA
248
Choate Investment Advisors
Massachusetts
$5.76M +$4.6M +55,054 +396%
HTC
249
Haverford Trust Company
Pennsylvania
$5.71M -$77.2K -924 -1%
CAG
250
Csenge Advisory Group
Florida
$5.68M -$565K -6,765 -9%
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