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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 %
TF
276
Tompkins Financial
New York
$4.32M 51,490 -465 -0.9%
CWP
277
CFM Wealth Partners
Texas
$4.3M 51,202 -202 -0.4%
FCBT
278
First Citizens Bank & Trust
North Carolina
$4.29M 51,084 -2,880 -5%
WIA
279
World Investment Advisors
California
$4.26M 50,748 +50,748 New
MWM
280
McNaughton Wealth Management
California
$4.26M 50,700 +146 +0.3%
HTC
281
Haverford Trust Company
Pennsylvania
$4.23M 50,413 -17,947 -26%
Corient Private Wealth
282
Corient Private Wealth
Florida
$4.22M 50,303 -5,715 -10%
LFAS
283
Level Four Advisory Services
Texas
$4.21M 50,101 +10,579 +27%
GWP
284
Gateway Wealth Partners
Wisconsin
$4.2M 50,033 +2,304 +5%
AWA
285
Acorn Wealth Advisors
Michigan
$4.19M 49,963 -1,959 -4%
MWM
286
Mascoma Wealth Management
New Hampshire
$4.15M 49,385 -8,284 -14%
Northern Trust
287
Northern Trust
Illinois
$4.14M 49,335 -25,946 -34%
CAM
288
Cozad Asset Management
Illinois
$4.12M 49,098 -1,319 -3%
AFO
289
Arrowroot Family Office
California
$4.11M 48,978 +4,722 +11%
HC
290
Hoese & Co
Minnesota
$4.11M 49,596 -3,710 -7%
HWA
291
HHM Wealth Advisors
Tennessee
$4.03M 48,046 -7,157 -13%
WWM
292
Western Wealth Management
Colorado
$4.02M 47,934 -43 -0.1%
MIA
293
Milestone Investment Advisors
Wisconsin
$4M 47,681 -633 -1%
WCM
294
WealthBridge Capital Management
Ohio
$3.96M 47,174 +1,132 +2%
FFN
295
Focus Financial Network
Minnesota
$3.89M 44,876 +1,359 +3%
BA
296
BCM Advisors
Louisiana
$3.88M 44,541 -2,361 -5%
VF
297
VitalStone Financial
Texas
$3.84M 45,742 +15,221 +50%
LPT
298
Legacy Private Trust
Wisconsin
$3.83M 45,672 -984 -2%
GVAG
299
Great Valley Advisor Group
Delaware
$3.82M 45,562 -438 -1%
MBT
300
Montecito Bank & Trust
California
$3.79M 45,198 -5,142 -10%
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