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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
326
Brandywine Oak Private Wealth
Pennsylvania
$3.51M -$26.7K -319 -0.8%
CCA
327
Cora Capital Advisors
New Jersey
$3.49M – – –
FFN
328
Focus Financial Network
Minnesota
$3.48M -$4.26M -53,240 -55%
HFS
329
Hantz Financial Services
Michigan
$3.43M -$198K -2,370 -5%
BTWM
330
Brass Tax Wealth Management
Ohio
$3.43M +$3.43M +41,024 New
HFRG
331
Houlihan Financial Resource Group
Virginia
$3.38M -$86K -1,029 -2%
SMC
332
Smith, Moore & Co
Missouri
$3.38M -$967K -11,567 -22%
SSC
333
Syverson Strege & Co
Iowa
$3.36M -$26.9K -322 -0.8%
MWA
334
Muirfield Wealth Advisors
North Carolina
$3.35M +$11K +132 +0.3%
KFGK
335
Keystone Financial Group (Kentucky)
Kentucky
$3.34M +$369K +4,409 +12%
JSW
336
Journey Strategic Wealth
New Jersey
$3.34M -$3.93M -47,058 -54%
PI
337
PFG Investments
New York
$3.33M +$1.27M +15,197 +62%
SPIA
338
Strategic Point Investment Advisors
Rhode Island
$3.33M -$36.8K -440 -1%
Jane Street
339
Jane Street
New York
$3.32M -$2.36M -28,256 -42%
GC
340
GFG Capital
Florida
$3.31M -$361K -4,324 -10%
GRP
341
Global Retirement Partners
California
$3.27M -$440K -5,261 -12%
SWA
342
Sax Wealth Advisors
New Jersey
$3.22M -$184K -2,207 -5%
AWM
343
Aries Wealth Management
Maine
$3.19M +$126K +1,506 +4%
CA
344
CGN Advisors
Kansas
$3.17M +$154K +1,837 +5%
RIA
345
Regal Investment Advisors
Michigan
$3.16M -$1.19M -14,285 -27%
DA
346
Detalus Advisors
Missouri
$3.16M -$1.57M -18,813 -33%
CWS
347
Confluence Wealth Services
Pennsylvania
$3.14M -$1.33M -15,970 -30%
Bank of Montreal
348
Bank of Montreal
Ontario, Canada
$3.12M +$423K +5,062 +16%
PA
349
PSI Advisors
Florida
$3.11M -$3.89M -46,583 -56%
GCWM
350
Graham Capital Wealth Management
District of Columbia
$3.11M +$3.11M +37,083 New
12 13
14
15 16