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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 %
FPCG
376
Forum Private Client Group
Indiana
$2.45M -$573K -6,823 -19%
PIMG
377
Patriot Investment Management Group
Tennessee
$2.44M +$9.32K +111 +0.4%
1WA
378
180 Wealth Advisors
Washington
$2.43M -$60.2K -708 -2%
KWM
379
Kingsview Wealth Management
Oregon
$2.35M -$173K -2,058 -7%
CIAS
380
Capital Investment Advisory Services
North Carolina
$2.35M -$41.8K -498 -2%
Prudential Financial
381
Prudential Financial
New Jersey
$2.34M -$2.6M -30,948 -53%
BWP
382
Bernardo Wealth Planning
Pennsylvania
$2.31M -$182K -2,163 -7%
AQR Capital Management
383
AQR Capital Management
Connecticut
$2.31M +$1.16M +13,818 +101%
KCM
384
KM Capital Management
Texas
$2.3M -$1.27M -15,112 -36%
AA
385
ACT Advisors
North Carolina
$2.29M -$35.1K -418 -2%
RSWM
386
Robertson Stephens Wealth Management
California
$2.28M -$381K -4,543 -14%
BIA
387
Bell Investment Advisors
California
$2.27M -$18.3K -218 -0.8%
National Bank of Canada
388
National Bank of Canada
Quebec, Canada
$2.27M -$34.2K -409 -1%
UB
389
UMB Bank
Missouri
$2.27M -$297K -3,538 -12%
STA
390
Summit Trail Advisors
New York
$2.27M -$151K -1,794 -6%
APWA
391
Atlas Private Wealth Advisors
New Jersey
$2.25M +$1.03M +12,226 +84%
SWM
392
Sugarloaf Wealth Management
Georgia
$2.24M -$191K -2,271 -8%
DA
393
Detalus Advisors
Missouri
$2.22M -$947K -11,285 -30%
MWM
394
MGB Wealth Management
Texas
$2.22M -$50.9K -595 -2%
BA
395
Ballew Advisors
Mississippi
$2.21M -$318K -3,703 -13%
FFG
396
Fiduciary Financial Group
California
$2.2M +$2.2M +25,370 New
MFWP
397
Mosaic Family Wealth Partners
Missouri
$2.2M -$235K -2,798 -10%
REMPR
398
Roof Eidam Maycock Peralta (REMP)
California
$2.19M – – –
TW
399
TritonPoint Wealth
Maryland
$2.17M +$2.17M +25,860 New
CA
400
CoreCap Advisors
Michigan
$2.15M -$105K -1,253 -5%
14 15
16
17 18