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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 %
US Bancorp
26
US Bancorp
Minnesota
$114M -$8.61M -102,961 -7%
SEI Investments
27
SEI Investments
Pennsylvania
$109M -$125M -1,493,795 -53%
Mariner
28
Mariner
Kansas
$106M -$5.59M -66,871 -5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$104M -$18.6M -222,935 -15%
SAM
30
Securian Asset Management
Minnesota
$103M -$4.93M -59,000 -5%
CA
31
Cetera Advisors
Colorado
$96.3M -$293K -3,511 -0.3%
Osaic Holdings
32
Osaic Holdings
Arizona
$95.4M -$65.1M -778,837 -41%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$91.8M -$23.5M -281,558 -20%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$91.2M -$40.5M -484,935 -31%
BCM
35
Brookstone Capital Management
Illinois
$91M -$6.74M -80,611 -7%
FA
36
Financial Advisors
Massachusetts
$90.8M +$447K +5,353 +0.5%
JIC
37
Johnson Investment Counsel
Ohio
$87.9M -$126K -1,510 -0.1%
DWM
38
Dynasty Wealth Management
Florida
$83M +$83M +993,616 New
QWP
39
Quotient Wealth Partners
Texas
$78.6M +$14.3M +170,567 +22%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$78.2M +$65M +777,766 +493%
HI
41
Horizon Investments
North Carolina
$74.2M +$5.76M +68,865 +8%
IWC
42
Integrated Wealth Concepts
Massachusetts
$72.6M -$739K -8,844 -1%
Capstone Investment Advisors
43
Capstone Investment Advisors
New York
$71.9M +$20M +238,700 +38%
MML Investors Services
44
MML Investors Services
Massachusetts
$63M -$26.4M -315,316 -30%
HighTower Advisors
45
HighTower Advisors
Illinois
$62.8M -$2.2M -26,269 -3%
Barclays
46
Barclays
United Kingdom
$53.4M +$28M +335,235 +111%
PAG
47
Private Advisor Group
New Jersey
$51.9M -$2.87M -34,295 -5%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$51.4M -$17.3M -207,104 -25%
FFA
49
Fragasso Financial Advisors
Pennsylvania
$45.9M +$50.1K +600 +0.1%
SPIA
50
Steward Partners Investment Advisory
New York
$45.2M -$1.33M -15,896 -3%
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