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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
SP
4
Symmetry Partners
Connecticut
$64.6M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$824M

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 %
OIM
251
Opus Investment Management
Massachusetts
$5.08M 60,560 +127 +0.2%
FAIM
252
Financial Advocates Investment Management
Washington
$5.08M 60,987 -39,498 -39%
MLIC
253
Mandatum Life Insurance Company
Finland
$5.08M 60,455 – –
CSWG
254
Cardinal Strategic Wealth Guidance
Kentucky
$5.02M 59,841 -610 -1%
AWG
255
Altus Wealth Group
Colorado
$5.02M 59,754 -17,303 -22%
TC
256
TownSquare Capital
Utah
$4.91M 58,517 -13,536 -19%
MWM
257
Modern Wealth Management
Kansas
$4.89M 58,270 +4,714 +9%
AI
258
Atria Investments
North Carolina
$4.88M 58,177 -28,192 -33%
RF
259
RHS Financial
California
$4.86M 57,888 -2,513 -4%
CAG
260
Crestwood Advisors Group
Massachusetts
$4.83M 57,583 -37,405 -39%
MOS
261
MGO One Seven
Ohio
$4.83M 57,529 +4,476 +8%
AL
262
ADE LLC
Maryland
$4.82M 57,446 -48,685 -46%
OPS
263
Orion Portfolio Solutions
Nebraska
$4.76M 56,690 -15,755 -22%
BCI
264
Brinker Capital Investments
Pennsylvania
$4.76M 56,690 -15,755 -22%
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$4.7M 56,029 -26,314 -32%
TSWM
266
Tyler-Stone Wealth Management
Ohio
$4.66M 55,518 -2,216 -4%
AFG
267
Arkansas Financial Group
Arkansas
$4.63M 55,092 -17,267 -24%
MHS
268
M Holdings Securities
Oregon
$4.62M 55,062 +55,062 New
NEI
269
Northwest & Ethical Investments
Ontario, Canada
$4.51M 53,700 +53,700 New
BC
270
Bowman & Company
Wisconsin
$4.46M 53,128 -1,136 -2%
MPW
271
Monterey Private Wealth
California
$4.45M 53,003 -7,025 -12%
FT
272
Fiduciary Trust
Massachusetts
$4.45M 52,973 – –
RRA
273
Round Rock Advisors
Connecticut
$4.37M 52,076 -1,645 -3%
CWM
274
Cordatus Wealth Management
Pennsylvania
$4.36M 51,925 -311 -0.6%
CWP
275
Cyndeo Wealth Partners
Florida
$4.33M 51,603 -16,163 -24%
9 10
11
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