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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.

New
Increased
Maintained
Reduced
Closed
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
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$479M
3
APF
Alaska Permanent Fund
Alaska
$416M
4
SP
Symmetry Partners
Connecticut
$64.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$824M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
3
Bank of America
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
326
Strategic Point Investment Advisors
Rhode Island
$3.26M -$85.1K -1,013 -3%
CWS
327
Confluence Wealth Services
Pennsylvania
$3.26M +$104K +1,243 +3%
SSC
328
Syverson Strege & Co
Iowa
$3.22M -$150K -1,785 -4%
RL
329
Retireful LLC
Michigan
$3.21M -$497K -5,925 -13%
GF
330
GGM Financials
Ohio
$3.2M +$3.2M +38,135 New
CA
331
CGN Advisors
Kansas
$3.19M +$6.47K +77 +0.2%
RIA
332
Regal Investment Advisors
Michigan
$3.16M -$17.4K -207 -0.5%
ES
333
ETF Store
Kansas
$3.15M -$3.16M -37,683 -50%
FG
334
Foster Group
Iowa
$3.11M +$50.2K +598 +2%
AAP
335
Arax Advisory Partners
Colorado
$3.08M +$2.52K +30 +0.1%
SEIA
336
Signature Estate & Investment Advisors
California
$3.07M +$3.07M +36,551 New
YCG
337
Yeomans Consulting Group
Georgia
$3.07M +$22.8K +271 +0.7%
JWBC
338
John W. Brooker & Co
California
$3.06M -$1.34M -15,933 -30%
ASN
339
Advisory Services Network
Georgia
$3.06M -$629K -7,487 -17%
SWA
340
Sax Wealth Advisors
New Jersey
$3.06M -$172K -2,046 -5%
WCG
341
Weaver Consulting Group
California
$3.05M -$32.7K -389 -1%
OWA
342
One Wealth Advisors
California
$3.04M -$644K -7,423 -17%
PCA
343
Pallas Capital Advisors
Massachusetts
$3.03M -$66.8K -774 -2%
CG
344
Cynosure Group
Utah
$3.01M +$504 +6 +0%
EA
345
Emerald Advisors
Washington
$2.99M +$43.4K +517 +1%
BRWA
346
B. Riley Wealth Advisors
Florida
$2.98M -$8.77M -104,406 -75%
WMP
347
Wealth Management Partners
Arizona
$2.98M -$114K -1,352 -4%
OP
348
ORG Partners
Indiana
$2.97M +$2.97M +35,482 New
DWM
349
Defined Wealth Management
Oregon
$2.96M -$47.6K -567 -2%
EIP
350
Ellis Investment Partners
Pennsylvania
$2.94M -$178K -2,117 -6%
12 13
14
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