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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
$172M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$70M
3
Morgan Stanley
Morgan Stanley
New York
$1.99B
4
OPAM
Ocean Park Asset Management
California
$59.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$123M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
226
L. Roy Papp & Associates
Arizona
$6.93M -$51.4K -563 -0.7%
HWP
227
Hibernia Wealth Partners
Louisiana
$6.81M +$7.67K +84 +0.1%
MG
228
Mather Group
Illinois
$6.79M -$69.1K -757 -1%
EFS
229
Essex Financial Services
Connecticut
$6.75M -$159K -1,729 -2%
HNWAG
230
High Net Worth Advisory Group
Florida
$6.68M -$241K -2,637 -3%
MSAM
231
Moloney Securities Asset Management
Missouri
$6.65M -$49.1K -538 -0.7%
KIG
232
Kennedy Investment Group
New Jersey
$6.57M +$273K +2,995 +4%
FWP
233
FAS Wealth Partners
Kansas
$6.55M +$19.5K +214 +0.3%
MFG
234
Merit Financial Group
Georgia
$6.41M -$571K -6,252 -8%
IAG
235
Investment Advisory Group
Massachusetts
$6.38M -$70.5K -772 -1%
DWM
236
Dakota Wealth Management
Florida
$6.35M -$363K -3,975 -5%
SPA
237
Shore Point Advisors
New Jersey
$6.25M -$47.8K -524 -0.8%
AWM
238
Able Wealth Management
New Jersey
$6.24M +$10.6K +116 +0.2%
GPA
239
Guerra Pan Advisors
New Jersey
$6.24M +$60.9K +667 +1%
ACM
240
Allred Capital Management
Texas
$6.22M -$44.7K -490 -0.7%
APA
241
Astoria Portfolio Advisors
New York
$6.18M +$5.66M +61,492 +1,074%
FA
242
FDx Advisors
Illinois
$6.16M -$184K -2,014 -3%
EC
243
EdgeRock Capital
Colorado
$6.13M +$308K +3,371 +5%
IA
244
IFG Advisory
Georgia
$6.13M -$1.31M -14,391 -18%
FIA
245
Foundations Investment Advisors
Arizona
$6.09M +$308K +3,369 +5%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$6.02M +$901K +9,863 +18%
CA
247
Cambridge Associates
Massachusetts
$6.01M – – –
FTUS
248
Flow Traders U.S.
New York
$6.01M +$3.97M +43,494 +194%
PBF
249
Petix & Botte Financial
California
$6M +$236K +2,582 +4%
SL
250
Sentinus LLC
Illinois
$5.93M +$5.51M +48,772 +1,319%
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