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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$479M
3
APF
3
Alaska Permanent Fund
Alaska
$416M
4
CCA
4
Carrera Capital Advisors
Michigan
$33.1M
5
SP
5
Symmetry Partners
Connecticut
$64.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$417M
3
Bank of America
3
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
226
Apollon Wealth Management
South Carolina
$5.78M 68,886 -24,418 -26%
ACM
227
Allred Capital Management
Texas
$5.76M 68,633 -3,071 -4%
ACA
228
Aptus Capital Advisors
Alabama
$5.73M 68,261 -38,079 -36%
AWM
229
Able Wealth Management
New Jersey
$5.73M 68,196 -981 -1%
EWA
230
EP Wealth Advisors
California
$5.72M 68,185 -907 -1%
Citadel Advisors
231
Citadel Advisors
Florida
$5.69M 67,737 -30,264 -31%
GPA
232
Guerra Pan Advisors
New Jersey
$5.68M 67,646 +815 +1%
PWM
233
Perigon Wealth Management
California
$5.64M 67,119 -3,913 -6%
KWA
234
Kingswood Wealth Advisors
California
$5.62M 66,940 +16,744 +33%
WFA
235
Wells Financial Advisors
Massachusetts
$5.56M 66,226 -5,359 -7%
AWM
236
AE Wealth Management
Kansas
$5.54M 66,005 -94,722 -59%
CA
237
Cambridge Associates
Massachusetts
$5.53M 65,881 – –
CNB
238
Camden National Bank
Maine
$5.51M 65,626 +6,652 +11%
FM
239
Family Management
New York
$5.51M 65,593 -1,808 -3%
BB
240
Berkshire Bank
Massachusetts
$5.42M 64,555 +297 +0.5%
SPI
241
Santori & Peters Inc
Pennsylvania
$5.4M 64,314 -182 -0.3%
EC
242
EdgeRock Capital
Colorado
$5.36M 63,787 -43,198 -40%
AF
243
Allworth Financial
California
$5.33M 62,276 -7,797 -11%
FIA
244
Foundations Investment Advisors
Arizona
$5.31M 63,278 -65,103 -51%
PBF
245
Petix & Botte Financial
California
$5.3M 63,078 +30,996 +97%
Franklin Resources
246
Franklin Resources
California
$5.28M 62,870 -1,372 -2%
AF
247
Apexium Financial
Texas
$5.2M 61,969 -884 -1%
CAG
248
Csenge Advisory Group
Florida
$5.2M 61,882 -6,109 -9%
AF
249
Apollon Financial
South Carolina
$5.19M 61,827 +130 +0.2%
KSWA
250
Kathleen S. Wright Associates
Pennsylvania
$5.18M 61,754 -3,496 -5%
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