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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.92%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$99.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62.8M
3
MCM
3
MAI Capital Management
Ohio
$45.4M
4
LPL Financial
4
LPL Financial
California
$505M
5
SFA
5
Sequoia Financial Advisors
Ohio
$25.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.48B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$548M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.04B
4
HI
4
Horizon Investments
North Carolina
$60.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
226
Investment Advisory Group
Massachusetts
$6.17M -$31.9K -359 -0.5%
FAIM
227
Financial Advocates Investment Management
Washington
$6.16M -$1.65M -18,415 -21%
AWM
228
Able Wealth Management
New Jersey
$6.15M +$87.1K +981 +1%
IBOK
229
Independence Bank of Kentucky
Kentucky
$6.09M +$5.1M +57,481 +517%
SKK
230
Shepherd Kaplan Krochuk
Massachusetts
$6.08M -$1.1M -12,440 -15%
FIA
231
Foundations Investment Advisors
Arizona
$6.08M +$162K +1,828 +3%
GPA
232
Guerra Pan Advisors
New Jersey
$6.04M -$22.5K -253 -0.4%
ACM
233
Allred Capital Management
Texas
$6.03M -$22.9K -258 -0.4%
SPA
234
Shore Point Advisors
New Jersey
$6.01M -$60K -676 -1%
TRCT
235
Tower Research Capital (TRC)
New York
$5.99M +$5.99M +67,476 New
GS
236
GTS Securities
New York
$5.92M +$5.12M +57,661 +639%
CA
237
Cambridge Associates
Massachusetts
$5.85M – – –
Squarepoint
238
Squarepoint
New York
$5.85M +$3.81M +42,944 +187%
CAG
239
Csenge Advisory Group
Florida
$5.83M +$127K +1,429 +2%
CAAS
240
Capital Asset Advisory Services
Michigan
$5.83M -$1.4M -15,668 -19%
PWM
241
Perigon Wealth Management
California
$5.8M +$220K +2,456 +4%
EWA
242
EP Wealth Advisors
California
$5.78M -$1.04M -11,691 -15%
KFG
243
Kelly Financial Group
Connecticut
$5.76M +$5.76M +64,832 New
SAM
244
Sequent Asset Management
Texas
$5.73M -$34.2K -385 -0.6%
AAS
245
Ameritas Advisory Services
Nebraska
$5.61M -$2.55M -28,729 -31%
Corient Private Wealth
246
Corient Private Wealth
Florida
$5.6M -$2.5M -28,180 -31%
FA
247
FDx Advisors
Illinois
$5.59M -$402K -4,525 -7%
Franklin Resources
248
Franklin Resources
California
$5.54M +$23.5K +265 +0.4%
KSWA
249
Kathleen S. Wright Associates
Pennsylvania
$5.53M +$160K +1,804 +3%
AF
250
Apollon Financial
South Carolina
$5.52M +$10.7K +120 +0.2%
8 9
10
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