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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
426
Hilltop Partners
Indiana
$2.17M -$89.2K -977 -4%
DT
427
Diversified Trust
Tennessee
$2.17M – – –
NCFG
428
New Century Financial Group
New Jersey
$2.16M +$259K +2,841 +14%
CA
429
CoreCap Advisors
Michigan
$2.16M -$178K -1,954 -8%
SFP
430
Shepherd Financial Partners
Massachusetts
$2.15M -$21.3K -233 -1%
TW
431
TritonPoint Wealth
Maryland
$2.12M -$232K -2,546 -10%
HI
432
Harbour Investments
Wisconsin
$2.1M +$6.57K +72 +0.3%
PA
433
PFG Advisors
Arizona
$2.09M +$486K +5,325 +30%
Squarepoint
434
Squarepoint
New York
$2.09M -$17M -186,190 -89%
FSA
435
Financial Services Advisory
Maryland
$2.07M +$2.07M +22,671 New
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$2.07M +$243K +2,664 +13%
MMA
437
Miracle Mile Advisors
California
$2.06M -$722K -7,903 -26%
RSWM
438
Robertson Stephens Wealth Management
California
$2.06M -$422K -4,625 -17%
ACS
439
Archford Capital Strategies
Illinois
$2.06M -$45.8K -495 -2%
WA
440
Waverly Advisors
Alabama
$2.04M -$21.8K -239 -1%
EA
441
Ergawealth Advisors
Illinois
$2.03M +$1.64K +18 +0.1%
PIAS
442
PCA Investment Advisory Services
Ohio
$2.03M -$274 -3 -0%
Prudential Financial
443
Prudential Financial
New Jersey
$2.02M -$518K -5,675 -20%
ACP
444
Arcus Capital Partners
Georgia
$2.02M -$1K -11 -0%
SIAG
445
Safeguard Investment Advisory Group
California
$2.01M -$103K -1,129 -5%
TWM
446
Tolleson Wealth Management
Texas
$2.01M -$270K -2,963 -12%
BWP
447
Bernardo Wealth Planning
Pennsylvania
$1.99M -$562K -6,059 -22%
GFL
448
Granite FO LLC
New Hampshire
$1.98M – – –
Vanguard Group
449
Vanguard Group
Pennsylvania
$1.98M +$14.5K +159 +0.7%
FMWA
450
Forvis Mazars Wealth Advisors
Missouri
$1.97M +$9.86K +108 +0.5%
16 17
18
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