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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
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
351
Carr Financial Group
Massachusetts
$3.18M +$9.77K +107 +0.3%
ES
352
ETF Store
Kansas
$3.17M -$255K -2,791 -7%
PCA
353
Pallas Capital Advisors
Massachusetts
$3.16M -$54.1K -591 -2%
Northern Trust
354
Northern Trust
Illinois
$3.16M -$1.34M -14,725 -30%
MSA
355
Marino Stram & Associates
Massachusetts
$3.15M +$167K +1,830 +6%
UB
356
UMB Bank
Missouri
$3.14M +$672K +7,365 +27%
YCG
357
Yeomans Consulting Group
Georgia
$3.12M -$214K -2,345 -6%
AQR Capital Management
358
AQR Capital Management
Connecticut
$3.11M +$601K +6,585 +24%
TC
359
Tacita Capital
Ontario, Canada
$3.08M -$36.5K -400 -1%
MA
360
Mutual Advisors
Nebraska
$3.08M -$5.16M -56,316 -63%
ACM
361
Absolute Capital Management
Pennsylvania
$3.07M -$83.2K -911 -3%
OWA
362
One Wealth Advisors
California
$3.07M -$129K -1,416 -4%
ASN
363
Advisory Services Network
Georgia
$3.06M – – –
SPI
364
Santori & Peters Inc
Pennsylvania
$3.06M -$2.81M -30,805 -48%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.05M +$385K +4,218 +14%
EIP
366
Ellis Investment Partners
Pennsylvania
$3.04M -$152K -1,668 -5%
SWA
367
Sax Wealth Advisors
New Jersey
$3.04M -$292K -3,193 -9%
PCIG
368
Partners Capital Investment Group
Massachusetts
$3.04M +$13.5K +148 +0.4%
RL
369
Retireful LLC
Michigan
$3.04M -$460K -5,038 -13%
AAP
370
Arax Advisory Partners
Colorado
$3.02M -$325K -3,556 -10%
BRWA
371
B. Riley Wealth Advisors
Florida
$3.02M -$218K -2,395 -7%
CAG
372
Curtis Advisory Group
California
$2.99M +$67K +734 +2%
LFAS
373
Level Four Advisory Services
Texas
$2.95M -$1.56M -17,294 -35%
CAL
374
Capital Analysts LLC
Pennsylvania
$2.95M -$1.13M -12,358 -28%
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.95M +$2.73M +29,947 +1,267%
13 14
15
16 17