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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.

New
Increased
Maintained
Reduced
Closed
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
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
476
Transcend Capital Advisors
New Jersey
$1.74M +$22.4K +245 +1%
BWM
477
BCGM Wealth Management
Indiana
$1.72M -$17.8K -195 -1%
PPC
478
Park Place Capital
Alabama
$1.71M -$15.2K -167 -0.9%
SAM
479
Strategy Asset Managers
California
$1.71M +$140K +1,534 +9%
CWS
480
Cypress Wealth Services
California
$1.71M -$397K -4,352 -19%
SFS
481
Symphony Financial Services
Ohio
$1.71M +$154K +1,687 +10%
CFAM
482
Center For Asset Management
Florida
$1.7M +$4.02K +44 +0.2%
SI
483
Stephens Inc
Arkansas
$1.69M -$99.2K -1,086 -6%
PTC
484
Private Trust Company
Ohio
$1.67M -$187K -2,052 -10%
SC
485
Scotia Capital
Ontario, Canada
$1.67M +$744K +8,149 +80%
FLA
486
Financial Life Advisors
Texas
$1.66M -$244K -2,671 -13%
SFS
487
Security Financial Services
Indiana
$1.64M -$60.4K -662 -4%
HNB
488
Huntington National Bank
Ohio
$1.62M -$1.48M – –
HWM
489
HB Wealth Management
Georgia
$1.62M +$62.8K +688 +4%
CMS
490
Capital Market Strategies
Florida
$1.62M -$33.1K -362 -2%
KWM
491
Kaydan Wealth Management
Michigan
$1.62M -$167K -1,824 -9%
SIA
492
Strategic Investment Advisors
Michigan
$1.62M +$34.2K +374 +2%
SI
493
Saxon Interests
Texas
$1.61M -$539K -5,901 -25%
RBFC
494
Roman Butler Fullerton & Co
Missouri
$1.61M +$7.01K +76 +0.4%
SC
495
Sapient Capital
Indiana
$1.61M -$639 -7 -0%
SM
496
Sweeney & Michel
California
$1.6M +$69.2K +745 +5%
S
497
Sachetta
Massachusetts
$1.6M +$639 +7 +0%
EL
498
EWA LLC
Pennsylvania
$1.59M -$27.5K -299 -2%
CP
499
Creekside Partners
California
$1.58M +$2.56K +28 +0.2%
CFCI
500
Comprehensive Financial Consultants Institutional
Indiana
$1.57M -$154K -1,689 -9%
18 19
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