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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 %
WFAG
426
Wescott Financial Advisory Group
Pennsylvania
$2.42M -$212K -2,718 -8%
HFA
427
High Falls Advisors
New York
$2.42M -$4.51M -57,831 -65%
D
428
Diversified
Delaware
$2.42M -$1.48M -18,994 -38%
APWA
429
Atlas Private Wealth Advisors
New Jersey
$2.4M -$172K -2,210 -7%
1WA
430
180 Wealth Advisors
Washington
$2.4M -$137K -1,755 -5%
BSW
431
Buckingham Strategic Wealth
Missouri
$2.39M +$1.73M +22,174 +262%
BWP
432
Bernardo Wealth Planning
Pennsylvania
$2.39M -$30.9K -396 -1%
KWM
433
Kingsview Wealth Management
Oregon
$2.38M -$453K -5,805 -16%
JFGIW
434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.37M -$159K -2,035 -6%
AA
435
ACT Advisors
North Carolina
$2.36M -$17.8K -228 -0.7%
SIAG
436
Safeguard Investment Advisory Group
California
$2.35M -$230K -2,943 -9%
BIA
437
Bell Investment Advisors
California
$2.35M -$378K -4,846 -14%
AFG
438
Atomi Financial Group
New York
$2.34M +$338K +4,334 +17%
BA
439
Ballew Advisors
Mississippi
$2.33M -$74.3K -945 -3%
CIAS
440
Capital Investment Advisory Services
North Carolina
$2.32M -$9.6K -123 -0.4%
CA
441
CoreCap Advisors
Michigan
$2.31M -$70.1K -898 -3%
KFS
442
Kelly Financial Services
Massachusetts
$2.31M -$3.36M -43,079 -59%
FF
443
Friedenthal Financial
New Jersey
$2.3M -$85.3K -1,093 -4%
SI
444
Saxon Interests
Texas
$2.28M +$2.28M +29,275 New
SWM
445
Sugarloaf Wealth Management
Georgia
$2.26M -$202K -2,583 -8%
MFS
446
Madrona Financial Services
Washington
$2.25M +$332K +4,260 +17%
PIMG
447
Patriot Investment Management Group
Tennessee
$2.21M +$22.9K +294 +1%
EA
448
Ergawealth Advisors
Illinois
$2.21M +$54.3K +696 +3%
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$2.2M -$341K -4,353 -13%
MFWP
450
Mosaic Family Wealth Partners
Missouri
$2.18M -$151K -1,940 -6%
16 17
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