USMV icon

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.

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
1
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$479M
3
APF
3
Alaska Permanent Fund
Alaska
$416M
4
CCA
4
Carrera Capital Advisors
Michigan
$33.1M
5
SP
5
Symmetry Partners
Connecticut
$64.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$417M
3
Bank of America
3
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$125M 1,485,830 +245,541 +20%
US Bancorp
27
US Bancorp
Minnesota
$119M 1,417,297 +48,191 +4%
SEI Investments
28
SEI Investments
Pennsylvania
$107M 1,278,816 -27,377 -2%
Mariner
29
Mariner
Kansas
$101M 1,207,187 -60,834 -5%
SAM
30
Securian Asset Management
Minnesota
$99M 1,178,962 -52,800 -4%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$92.8M 1,104,865 +169,200 +18%
FA
32
Financial Advisors
Massachusetts
$91.7M 1,092,633 +5,790 +0.5%
BCM
33
Brookstone Capital Management
Illinois
$89M 1,025,663 -63,482 -6%
JIC
34
Johnson Investment Counsel
Ohio
$87.7M 1,044,279 -6,972 -0.7%
DWM
35
Dynasty Wealth Management
Florida
$86.6M 1,031,409 +37,793 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$84.1M 1,002,069 -96,744 -9%
Osaic Holdings
37
Osaic Holdings
Arizona
$83.6M 995,273 -146,172 -13%
QWP
38
Quotient Wealth Partners
Texas
$82.7M 985,076 +45,247 +5%
HI
39
Horizon Investments
North Carolina
$71.8M 855,368 -31,985 -4%
SP
40
Symmetry Partners
Connecticut
$64.6M 769,232 +331,096 +76%
HighTower Advisors
41
HighTower Advisors
Illinois
$62.7M 747,264 -3,163 -0.4%
MML Investors Services
42
MML Investors Services
Massachusetts
$56M 667,152 -86,338 -11%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$55.3M 658,139 -433,248 -40%
Barclays
44
Barclays
United Kingdom
$54.4M 648,274 +9,808 +2%
IWC
45
Integrated Wealth Concepts
Massachusetts
$49.6M 590,663 -277,671 -32%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$49.5M 589,371 -25,279 -4%
PAG
47
Private Advisor Group
New Jersey
$47.8M 569,176 -51,564 -8%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$46.5M 554,229 +43,144 +8%
Capstone Investment Advisors
49
Capstone Investment Advisors
New York
$45.9M 547,018 -313,711 -36%
GWM
50
Geneos Wealth Management
Colorado
$45.8M 545,903 +24,293 +5%
1
2
3 4 5