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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
426
Hilltop Partners
Indiana
$2.12M -$2.09K -25 -0.1%
TNBTD
427
Trustmark National Bank Trust Department
Mississippi
$2.12M -$493K -5,903 -19%
LWMG
428
Levy Wealth Management Group
Pennsylvania
$2.11M – – –
TWM
429
Tolleson Wealth Management
Texas
$2.11M -$172K -2,057 -8%
AWMS
430
Advocacy Wealth Management Services
Georgia
$2.07M -$10.2M -121,734 -83%
SI
431
Saxon Interests
Texas
$2.05M -$397K -4,744 -16%
CIAS
432
CFS Investment Advisory Services
New Jersey
$2.02M -$4.41M -52,774 -69%
SFP
433
Shepherd Financial Partners
Massachusetts
$2.01M +$6.27K +75 +0.3%
DT
434
Diversified Trust
Tennessee
$1.99M -$36.9K -442 -2%
ACP
435
Arcus Capital Partners
Georgia
$1.98M -$199K -2,375 -9%
EA
436
Ergawealth Advisors
Illinois
$1.98M -$384K -4,594 -16%
GFL
437
Granite FO LLC
New Hampshire
$1.96M -$20.8K -230 -1%
APWM
438
Atlas Private Wealth Management
New York
$1.96M -$135K -1,619 -6%
AFG
439
Atomi Financial Group
New York
$1.95M -$551K -6,592 -22%
HWM
440
HB Wealth Management
Georgia
$1.9M +$249K +2,978 +15%
VWA
441
VERITY Wealth Advisors
United States
$1.9M -$54.6K -653 -3%
ACS
442
Archford Capital Strategies
Illinois
$1.9M -$21.2K -254 -1%
FGA
443
Fortis Group Advisors
New Jersey
$1.89M -$215K -2,573 -10%
PIAS
444
PCA Investment Advisory Services
Ohio
$1.86M +$68.5K +820 +4%
CPC
445
Consolidated Planning Corp
Georgia
$1.86M -$45.6K -546 -2%
AWM
446
Avior Wealth Management
Nebraska
$1.85M -$39.1K -468 -2%
IF
447
IRON Financial
Illinois
$1.83M -$43.6K -522 -2%
MCA
448
Magnolia Capital Advisors
Mississippi
$1.83M -$106K -1,321 -5%
SFM
449
Signet Financial Management
New Jersey
$1.83M -$10.5K -126 -0.6%
DL
450
DOHJ LLC
Washington
$1.82M -$19.4K -232 -1%
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