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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 %
APW
251
Austin Private Wealth
Texas
$5.67M 72,712 -29,824 -29%
Prudential Financial
252
Prudential Financial
New Jersey
$5.67M 72,671 -58,485 -45%
FPW
253
Flagship Private Wealth
Massachusetts
$5.66M 72,591 -4,465 -6%
ACM
254
Allred Capital Management
Texas
$5.65M 72,442 -1,818 -2%
SPA
255
Shore Point Advisors
New Jersey
$5.62M 72,085 -494 -0.7%
MSAM
256
Moloney Securities Asset Management
Missouri
$5.62M 72,081 +2,438 +4%
SFO
257
Stokes Family Office
Louisiana
$5.59M 71,615 -128,248 -64%
CWP
258
Cyndeo Wealth Partners
Florida
$5.58M 71,478 +71,478 New
MG
259
Mather Group
Illinois
$5.57M 71,386 +1,035 +1%
CSWG
260
Cardinal Strategic Wealth Guidance
Kentucky
$5.57M 71,336 -32,793 -31%
FWP
261
FAS Wealth Partners
Kansas
$5.53M 70,811 -2,294 -3%
IAG
262
Investment Advisory Group
Massachusetts
$5.48M 70,236 +1,263 +2%
LRPA
263
L. Roy Papp & Associates
Arizona
$5.43M 69,615 +4,323 +7%
GIS
264
Grayhawk Investment Strategies
Alberta, Canada
$5.43M 69,590 -131,945 -65%
HTC
265
Haverford Trust Company
Pennsylvania
$5.41M 69,284 -10,872 -14%
ES
266
ETF Store
Kansas
$5.39M 69,094 -1,349 -2%
EWA
267
EP Wealth Advisors
California
$5.38M 68,960 -3,096 -4%
SPC
268
Sigma Planning Corp
Michigan
$5.34M 68,405 -114,949 -63%
IWA
269
Icon Wealth Advisors
Texas
$5.34M 68,392 +68,392 New
AWM
270
Able Wealth Management
New Jersey
$5.33M 68,273 +68,273 New
MBT
271
Montecito Bank & Trust
California
$5.32M 68,130 -13,134 -16%
Jane Street
272
Jane Street
New York
$5.3M 67,976 +5,822 +9%
KSWA
273
Kathleen S. Wright Associates
Pennsylvania
$5.23M 66,983 -5,922 -8%
OWA
274
One Wealth Advisors
California
$5.22M 66,848 -23,386 -26%
CA
275
Cambridge Associates
Massachusetts
$5.13M 65,881 – –
9 10
11
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