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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$623M
5
VI
Vestcor Inc
New Brunswick, Canada
$61.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
301
Tower Research Capital (TRC)
New York
$4.53M -$10.3M -132,571 -70%
GF
302
Gries Financial
Ohio
$4.52M +$147K +1,886 +3%
DI
303
DFPG Investments
Utah
$4.49M +$52.5K +672 +1%
BC
304
Bowman & Company
Wisconsin
$4.43M -$20.4K -262 -0.5%
HWA
305
HHM Wealth Advisors
Tennessee
$4.42M -$79.5K -1,019 -2%
DA
306
Detalus Advisors
Missouri
$4.41M -$1.27M -16,222 -22%
WCM
307
Windham Capital Management
Massachusetts
$4.41M +$47.5K +609 +1%
BFG
308
Buttonwood Financial Group
Missouri
$4.38M -$41.3K -529 -0.9%
BRWA
309
B. Riley Wealth Advisors
Florida
$4.37M -$6.55M -83,951 -60%
RRA
310
Round Rock Advisors
Connecticut
$4.36M -$102K -1,305 -2%
FT
311
Fiduciary Trust
Massachusetts
$4.33M -$79.3K -1,016 -2%
RWG
312
Regal Wealth Group
California
$4.31M -$1.11M -14,258 -20%
MWM
313
Modern Wealth Management
Kansas
$4.21M +$4.21M +53,979 New
CWS
314
Confluence Wealth Services
Pennsylvania
$4.18M +$4.18M +53,517 New
HC
315
Hoese & Co
Minnesota
$4.12M +$10.7K +140 +0.3%
Millennium Management
316
Millennium Management
New York
$4.08M +$3.8M +48,647 +1,315%
ASN
317
Advisory Services Network
Georgia
$4.08M -$2.24M -28,735 -35%
RIA
318
Regal Investment Advisors
Michigan
$4.07M -$1.15M -14,758 -22%
MWM
319
McNaughton Wealth Management
California
$4.07M -$560K -7,175 -12%
BL
320
Balentine LLC
Georgia
$4.07M +$3.92M +50,268 +2,713%
SMC
321
Smith, Moore & Co
Missouri
$4.06M -$1.35M -17,322 -25%
AWA
322
Acorn Wealth Advisors
Michigan
$4.05M -$1.13M -14,530 -22%
CWP
323
CFM Wealth Partners
Texas
$4.05M -$44.6K -572 -1%
CWM
324
Cordatus Wealth Management
Pennsylvania
$4.05M +$106K +1,356 +3%
CAM
325
Cozad Asset Management
Illinois
$4.04M -$346K -4,434 -8%
11 12
13
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