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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.

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
1
Horizon Investments
North Carolina
$172M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$70M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.99B
4
OPAM
4
Ocean Park Asset Management
California
$59.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$123M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$325M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$139M 1,518,924 +240,108 +19%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$133M 1,462,009 -23,821 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$123M 1,347,532 +352,259 +35%
US Bancorp
29
US Bancorp
Minnesota
$123M 1,342,435 -74,862 -5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$117M 1,284,516 +282,447 +28%
Mariner
31
Mariner
Kansas
$108M 1,179,518 -27,669 -2%
JIC
32
Johnson Investment Counsel
Ohio
$102M 1,112,249 +67,970 +7%
DWM
33
Dynasty Wealth Management
Florida
$101M 1,110,385 +78,976 +8%
FA
34
Financial Advisors
Massachusetts
$101M 1,109,209 +16,576 +2%
SAM
35
Securian Asset Management
Minnesota
$99.2M 1,086,062 -92,900 -8%
BCM
36
Brookstone Capital Management
Illinois
$92.3M 1,010,415 -15,248 -1%
QWP
37
Quotient Wealth Partners
Texas
$91.4M 1,000,897 +15,821 +2%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$83.2M 911,396 -5,088,230 -85%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$70M 766,612 +762,165 +17,139%
HighTower Advisors
40
HighTower Advisors
Illinois
$67.5M 739,768 -7,496 -1%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$66.5M 728,740 +70,601 +11%
OPAM
42
Ocean Park Asset Management
California
$59.9M 655,584 +547,560 +507%
MML Investors Services
43
MML Investors Services
Massachusetts
$59M 646,650 -20,502 -3%
IWC
44
Integrated Wealth Concepts
Massachusetts
$57.9M 634,509 +43,846 +7%
SPIA
45
Steward Partners Investment Advisory
New York
$56.2M 614,976 +75,765 +14%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$53.5M 585,843 -3,528 -0.6%
GWM
47
Geneos Wealth Management
Colorado
$50.1M 548,456 +2,553 +0.5%
PAG
48
Private Advisor Group
New Jersey
$48.4M 529,830 -39,346 -7%
CCA
49
Carrera Capital Advisors
Michigan
$47.6M 521,775 +126,966 +32%
AWAG
50
ARS Wealth Advisors Group
Florida
$47.5M 520,388 +778 +0.1%
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