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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$623M
5
VI
Vestcor Inc
New Brunswick, Canada
$61.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
401
NWAM LLC
Washington
$2.71M -$201K -2,570 -7%
HGERS
402
Householder Group Estate & Retirement Specialist
Arizona
$2.7M +$30.7K +394 +1%
HH
403
Hilltop Holdings
Texas
$2.68M +$2.24M +28,671 +508%
AG
404
Ascent Group
Virginia
$2.67M -$894K -11,139 -25%
EA
405
Emerald Advisors
Washington
$2.66M +$94.7K +1,213 +4%
MMA
406
Miracle Mile Advisors
California
$2.64M +$7.1K +91 +0.3%
VWA
407
Visionary Wealth Advisors
Illinois
$2.62M -$149K -1,909 -5%
LPAM
408
Lodestar Private Asset Management
California
$2.61M -$58.7K -752 -2%
SWC
409
Spectrum Wealth Counsel
Indiana
$2.6M +$2.6M +33,268 New
S
410
SignatureFD
Georgia
$2.59M -$40.8K -523 -2%
PCIG
411
Partners Capital Investment Group
Massachusetts
$2.56M +$27.8K +356 +1%
T
412
TNF
Montana
$2.56M -$1.33M -16,637 -34%
TLA
413
Tanglewood Legacy Advisors
Texas
$2.55M -$16.6K -213 -0.6%
RPG
414
Resource Planning Group
Georgia
$2.53M +$2.53M +32,394 New
B
415
Birchbrook
Maine
$2.52M +$2.52M +32,317 New
Bank of Montreal
416
Bank of Montreal
Ontario, Canada
$2.51M -$75.5K -967 -3%
WWA
417
WCG Wealth Advisors
Nevada
$2.5M -$860K -11,018 -26%
TC
418
Teilinger Capital
Texas
$2.5M -$4.92M -63,000 -66%
AR
419
Apeiron RIA
Texas
$2.49M -$434K -5,563 -15%
PCA
420
Pallas Capital Advisors
Massachusetts
$2.48M -$1.26M -16,184 -34%
MW
421
Maia Wealth
Colorado
$2.48M +$2.48M +31,772 New
FG
422
Foster Group
Iowa
$2.47M – – –
MOS
423
MGO One Seven
Ohio
$2.46M -$249K -3,197 -9%
UB
424
UMB Bank
Missouri
$2.45M -$95K -1,217 -4%
TNBTD
425
Trustmark National Bank Trust Department
Mississippi
$2.44M -$355K -4,547 -13%
15 16
17
18 19