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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.92%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$99.4M
2
LMIM
Lockheed Martin Investment Management
Maryland
$62.8M
3
MCM
MAI Capital Management
Ohio
$45.4M
4
LPL Financial
LPL Financial
California
$505M
5
SFA
Sequoia Financial Advisors
Ohio
$25.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.48B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$548M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.04B
4
HI
Horizon Investments
North Carolina
$60.8M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$125M +$7.49M +85,973 +6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$123M -$6.61M -74,437 -5%
US Bancorp
28
US Bancorp
Minnesota
$110M -$9.66M -108,829 -8%
DWM
29
Dynasty Wealth Management
Florida
$107M +$8.31M +93,543 +8%
JIC
30
Johnson Investment Counsel
Ohio
$105M +$6.16M +69,376 +6%
Mariner
31
Mariner
Kansas
$104M -$1.14M -12,848 -1%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$99.4M +$71.8M +809,082 +261%
FA
33
Financial Advisors
Massachusetts
$98.3M -$172K -1,942 -0.2%
SAM
34
Securian Asset Management
Minnesota
$94M -$2.44M -27,425 -3%
QWP
35
Quotient Wealth Partners
Texas
$90M +$1.12M +12,622 +1%
BCM
36
Brookstone Capital Management
Illinois
$87.2M -$2.54M -28,583 -3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$79.8M -$34.2M -385,211 -30%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$68.2M -$12.7M -142,762 -16%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$65.1M +$405K +4,564 +0.6%
HighTower Advisors
40
HighTower Advisors
Illinois
$63.1M -$2.57M -28,993 -4%
LMIM
41
Lockheed Martin Investment Management
Maryland
$62.8M +$62.8M +707,300 New
HI
42
Horizon Investments
North Carolina
$60.8M -$106M -1,195,199 -64%
SPIA
43
Steward Partners Investment Advisory
New York
$56.1M +$1.53M +17,257 +3%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$51.9M -$77.4K -872 -0.1%
GWM
45
Geneos Wealth Management
Colorado
$49.2M +$493K +5,547 +1%
MCM
46
MAI Capital Management
Ohio
$45.4M +$31.3M +352,324 +221%
PAG
47
Private Advisor Group
New Jersey
$45M -$2.06M -23,154 -4%
AWAG
48
ARS Wealth Advisors Group
Florida
$42.4M -$3.79M -42,711 -8%
NA
49
NewEdge Advisors
Louisiana
$41.3M -$4.03M -45,443 -9%
FFA
50
Fragasso Financial Advisors
Pennsylvania
$40.8M +$3.17M +35,690 +8%
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