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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 %
SAM
251
Sequent Asset Management
Texas
$5.92M -$555K -6,081 -9%
CAG
252
Csenge Advisory Group
Florida
$5.91M +$221K +2,399 +4%
AWM
253
AE Wealth Management
Kansas
$5.84M -$182K -1,996 -3%
Franklin Resources
254
Franklin Resources
California
$5.76M -$67.5K -729 -1%
GCWM
255
Graham Capital Wealth Management
District of Columbia
$5.73M -$905K -9,914 -14%
WFA
256
Wells Financial Advisors
Massachusetts
$5.7M -$343K -3,759 -6%
PWM
257
Perigon Wealth Management
California
$5.68M -$444K -4,867 -7%
AF
258
Apollon Financial
South Carolina
$5.66M +$17.7K +194 +0.3%
MOS
259
MGO One Seven
Ohio
$5.6M +$347K +3,804 +7%
KWM
260
Kingsview Wealth Management
Oregon
$5.57M +$3.01M +32,987 +118%
CIA
261
Choate Investment Advisors
Massachusetts
$5.54M -$753K -8,250 -12%
KSWA
262
Kathleen S. Wright Associates
Pennsylvania
$5.52M -$116K -1,269 -2%
MLIC
263
Mandatum Life Insurance Company
Finland
$5.52M – – –
HTC
264
Haverford Trust Company
Pennsylvania
$5.48M +$875K +9,580 +19%
AF
265
Apexium Financial
Texas
$5.44M -$221K -2,420 -4%
AF
266
Allworth Financial
California
$5.42M -$262K -2,867 -5%
AWM
267
Apollon Wealth Management
South Carolina
$5.39M -$899K -9,841 -14%
CNB
268
Camden National Bank
Maine
$5.35M -$646K -7,070 -11%
MWM
269
Modern Wealth Management
Kansas
$5.3M -$23.4K -256 -0.4%
AI
270
Atria Investments
North Carolina
$5.29M -$22.6K -247 -0.4%
ACA
271
Aptus Capital Advisors
Alabama
$5.12M -$1.11M -12,164 -18%
TC
272
TownSquare Capital
Utah
$5.11M -$230K -2,514 -4%
RF
273
RHS Financial
California
$5.08M -$206K -2,254 -4%
AL
274
ADE LLC
Maryland
$5.07M -$171K -1,870 -3%
TF
275
Tompkins Financial
New York
$4.89M +$188K +2,057 +4%
9 10
11
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