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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
+$312M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$137M
3
APF
Alaska Permanent Fund
Alaska
+$72.3M
4
SP
Symmetry Partners
Connecticut
+$27.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$119M
3
Bank of America
Bank of America
North Carolina
-$110M
4
Morgan Stanley
Morgan Stanley
New York
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
426
Ergawealth Advisors
Illinois
$1.86M -$125K -1,484 -6%
ACP
427
Arcus Capital Partners
Georgia
$1.86M -$132K -1,568 -7%
CPC
428
Consolidated Planning Corp
Georgia
$1.83M -$32.2K -384 -2%
GFL
429
Granite FO LLC
New Hampshire
$1.82M – – –
IF
430
IRON Financial
Illinois
$1.82M -$21.1K -251 -1%
Vanguard Group
431
Vanguard Group
Pennsylvania
$1.81M +$83.7K +997 +5%
RPGK
432
Retirement Planning Group (Kansas)
Kansas
$1.81M +$563K +6,702 +45%
FMWA
433
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$29.6K -353 -2%
MW
434
Marcum Wealth
Ohio
$1.8M -$30.7K -366 -2%
SRC
435
Shufro Rose & Co
New York
$1.79M -$26.9K -320 -1%
AG
436
Ascent Group
Virginia
$1.77M -$929K -11,062 -34%
GF
437
Gries Financial
Ohio
$1.76M -$683K -8,133 -28%
FPCP
438
Fort Point Capital Partners
California
$1.75M -$504 -6 -0%
NCFG
439
New Century Financial Group
New Jersey
$1.75M +$477K +5,685 +38%
FLA
440
Financial Life Advisors
Texas
$1.75M -$3.51M -41,819 -67%
FFWA
441
Forthright Family Wealth Advisory
Texas
$1.73M -$98.5K -1,173 -5%
CIAS
442
CFS Investment Advisory Services
New Jersey
$1.73M -$306K -3,641 -15%
TAM
443
Townsend Asset Management
North Carolina
$1.72M -$13K -155 -0.8%
AIP
444
Almanack Investment Partners
Pennsylvania
$1.71M -$104K -1,239 -6%
PTC
445
Private Trust Company
Ohio
$1.71M +$56K +667 +3%
FGA
446
Fortis Group Advisors
New Jersey
$1.71M -$190K -2,263 -10%
BDF
447
Black Diamond Financial
Maryland
$1.71M +$72.1K +859 +4%
AWP
448
Ascent Wealth Partners
New York
$1.7M -$26.2K -312 -2%
PAS
449
Park Avenue Securities
New York
$1.69M -$7.91M -94,211 -82%
TNBTD
450
Trustmark National Bank Trust Department
Mississippi
$1.69M -$439K -5,225 -21%
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