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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.

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
1
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$623M
5
QWP
5
Quotient Wealth Partners
Texas
$60M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
3
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$127M 1,630,433 -25,687 -2%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$123M 1,576,322 -1,388,643 -47%
US Bancorp
28
US Bancorp
Minnesota
$115M 1,472,067 -105,088 -7%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$114M 1,463,224 -38,607 -3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$108M 1,380,371 -362,918 -21%
Mariner
31
Mariner
Kansas
$104M 1,334,892 -61,974 -4%
SAM
32
Securian Asset Management
Minnesota
$101M 1,290,762 -65,650 -5%
BCM
33
Brookstone Capital Management
Illinois
$91.3M 1,169,756 -59,788 -5%
CA
34
Cetera Advisors
Colorado
$90.2M 1,156,060 -18,057 -2%
FA
35
Financial Advisors
Massachusetts
$84.4M 1,081,490 -2,820 -0.3%
MML Investors Services
36
MML Investors Services
Massachusetts
$83.4M 1,068,806 -410,363 -28%
JIC
37
Johnson Investment Counsel
Ohio
$82.1M 1,052,761 -19,499 -2%
GW
38
GW & Wade
Massachusetts
$71.2M 913,087 -67,606 -7%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$69M 884,229 -2,527,803 -74%
IWC
40
Integrated Wealth Concepts
Massachusetts
$68.4M 877,178 -139,318 -14%
AWM
41
AE Wealth Management
Kansas
$65.6M 820,614 -330,378 -29%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$64.1M 821,754 -319,720 -28%
SP
43
Symmetry Partners
Connecticut
$63.9M 819,478 +16,278 +2%
HI
44
Horizon Investments
North Carolina
$63.9M 818,488 -721,464 -47%
VI
45
Vestcor Inc
New Brunswick, Canada
$61.5M 788,484 +746,042 +1,758%
HighTower Advisors
46
HighTower Advisors
Illinois
$60.6M 776,696 -42,427 -5%
QWP
47
Quotient Wealth Partners
Texas
$60M 769,262 +769,262 New
PAG
48
Private Advisor Group
New Jersey
$51.1M 655,035 -19,382 -3%
Capstone Investment Advisors
49
Capstone Investment Advisors
New York
$48.5M 622,029 – –
Allianz Asset Management
50
Allianz Asset Management
Germany
$46.6M 596,741 -337,759 -36%
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