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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 %
FCBT
301
First Citizens Bank & Trust
North Carolina
$4.28M -$383K -4,193 -8%
WWM
302
Western Wealth Management
Colorado
$4.28M -$98.9K -1,083 -2%
FHA
303
Flagship Harbor Advisors
Massachusetts
$4.28M +$4.28M +46,819 New
SMAM
304
Sugar Maple Asset Management
Wisconsin
$4.21M +$81.2K +889 +2%
MWM
305
Mascoma Wealth Management
New Hampshire
$4.18M -$326K -3,571 -7%
LPT
306
Legacy Private Trust
Wisconsin
$4.16M -$10.3K -113 -0.2%
AFG
307
Arkansas Financial Group
Arkansas
$4.15M -$882K -9,654 -18%
GVAG
308
Great Valley Advisor Group
Delaware
$4.14M -$15.9K -174 -0.4%
FFN
309
Focus Financial Network
Minnesota
$4.14M +$41K +449 +1%
HWA
310
HHM Wealth Advisors
Tennessee
$4.12M -$269K -2,942 -6%
HC
311
Hoese & Co
Minnesota
$4.04M -$493K -5,399 -11%
BA
312
BCM Advisors
Louisiana
$3.99M -$19.8K -220 -0.5%
CB
313
Commerce Bank
Missouri
$3.97M -$91 -1 -0%
IP
314
Investment Partners
Ohio
$3.94M +$2.92K +32 +0.1%
Natixis Advisors
315
Natixis Advisors
Massachusetts
$3.93M +$371K +4,061 +10%
PCIA
316
Prime Capital Investment Advisors
Kansas
$3.88M +$257K +2,814 +7%
GWSG
317
GPS Wealth Strategies Group
Colorado
$3.87M -$141K -1,545 -4%
CI
318
CX Institutional
Indiana
$3.78M -$26.7K -292 -0.7%
MWA
319
Muirfield Wealth Advisors
North Carolina
$3.78M +$22.7K +249 +0.6%
BWM
320
Brown Wealth Management
Illinois
$3.78M -$34.7K -380 -0.9%
CWP
321
Cyndeo Wealth Partners
Florida
$3.75M -$967K -10,586 -21%
GM
322
GeoWealth Management
Illinois
$3.74M +$3.74M +40,995 New
P
323
&Partners
Tennessee
$3.74M +$959K +10,508 +35%
BOPW
324
Brandywine Oak Private Wealth
Pennsylvania
$3.73M -$30.7K -336 -0.8%
AWM
325
Aries Wealth Management
Maine
$3.71M +$25.2K +276 +0.7%
11 12
13
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