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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.48B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$548M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.04B
4
HI
Horizon Investments
North Carolina
$60.8M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
251
Redwood Park Advisors
California
$5.51M +$5.51M +62,003 New
MOS
252
MGO One Seven
Ohio
$5.5M +$53.8K +606 +1%
IWA
253
IBEX Wealth Advisors
New Jersey
$5.48M +$5.48M +61,672 New
AF
254
Allworth Financial
California
$5.46M +$72.4K +799 +1%
CIA
255
Choate Investment Advisors
Massachusetts
$5.41M +$24.5K +276 +0.5%
WFA
256
Wells Financial Advisors
Massachusetts
$5.38M -$168K -1,892 -3%
MLIC
257
Mandatum Life Insurance Company
Finland
$5.37M – – –
Citadel Advisors
258
Citadel Advisors
Florida
$5.31M -$4.54M -51,146 -46%
AI
259
Atria Investments
North Carolina
$5.25M +$108K +1,221 +2%
AF
260
Apexium Financial
Texas
$5.22M -$69.6K -784 -1%
MWM
261
Modern Wealth Management
Kansas
$5.2M +$53.3K +600 +1%
AWM
262
Apollon Wealth Management
South Carolina
$5.2M -$40.4K -455 -0.8%
A
263
Allianz
Germany
$5.1M -$34.7M -391,312 -87%
CNB
264
Camden National Bank
Maine
$5.08M -$120K -1,353 -2%
HTC
265
Haverford Trust Company
Pennsylvania
$4.97M -$352K -3,967 -7%
MWM
266
Maridea Wealth Management
New York
$4.91M +$4.91M +55,340 New
TF
267
Tompkins Financial
New York
$4.81M +$50.7K +571 +1%
AL
268
ADE LLC
Maryland
$4.79M -$140K -1,576 -3%
CWP
269
CFM Wealth Partners
Texas
$4.79M +$154K +1,735 +3%
RF
270
RHS Financial
California
$4.7M -$236K -2,657 -5%
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$4.62M -$1.23M -13,823 -21%
MWM
272
McNaughton Wealth Management
California
$4.62M +$5.06K +57 +0.1%
BCI
273
Brinker Capital Investments
Pennsylvania
$4.6M +$18.8K +212 +0.4%
OPS
274
Orion Portfolio Solutions
Nebraska
$4.6M +$18.8K +212 +0.4%
CAG
275
Crestwood Advisors Group
Massachusetts
$4.58M -$120K -1,348 -3%
9 10
11
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