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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.

New
Increased
Maintained
Reduced
Closed
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
CAPTRUST Financial Advisors
North Carolina
+$312M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$137M
3
APF
Alaska Permanent Fund
Alaska
+$72.3M
4
SP
Symmetry Partners
Connecticut
+$27.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$119M
3
Bank of America
Bank of America
North Carolina
-$110M
4
Morgan Stanley
Morgan Stanley
New York
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
501
Tranquility Partners
Tennessee
$1.31M +$29.9K +356 +2%
FFBTD
502
First Financial Bank - Trust Division
Ohio
$1.31M -$29.9K -356 -2%
SEP
503
Southland Equity Partners
Missouri
$1.31M -$5.88K -70 -0.4%
SMA
504
Sage Mountain Advisors
Georgia
$1.31M -$1.6K -19 -0.1%
MWM
505
Mattern Wealth Management
Kansas
$1.3M -$37.8K -450 -3%
KWS
506
Keystone Wealth Services
California
$1.3M -$504 -6 -0%
PWA
507
Physician Wealth Advisors
Utah
$1.29M -$5.54K -64 -0.4%
RI
508
Ridgewood Investments
New Jersey
$1.29M +$33.2K +396 +3%
FFA
509
Farther Finance Advisors
California
$1.29M -$870K -10,382 -40%
SAM
510
Strategy Asset Managers
California
$1.28M -$3.2K -43 -0.2%
VCA
511
Verdence Capital Advisors
Maryland
$1.28M -$118K -1,401 -8%
IC
512
Inscription Capital
Texas
$1.28M +$122K +1,456 +11%
9WM
513
9258 Wealth Management
Ohio
$1.28M -$24.1K -287 -2%
GFG
514
Goldstone Financial Group
Illinois
$1.26M -$48.7K -580 -4%
IAN
515
Integrated Advisors Network
Texas
$1.26M -$59K -703 -4%
NS
516
NBC Securities
Alabama
$1.26M -$61.7K -735 -5%
CPA
517
Cardiff Park Advisors
California
$1.25M +$168 +2 +0%
PIA
518
Perennial Investment Advisors
California
$1.25M -$44.8K -534 -3%
Brown Advisory
519
Brown Advisory
Maryland
$1.24M -$418K -4,981 -25%
PWM
520
Provident Wealth Management
Tennessee
$1.22M +$387K +4,606 +46%
MP
521
McDonald Partners
Ohio
$1.22M – – –
EWA
522
Elevate Wealth Advisory
Georgia
$1.21M -$2.02K -24 -0.2%
CF
523
Centaurus Financial
California
$1.21M -$80.4K -958 -6%
WT
524
Whittier Trust
California
$1.21M – – –
FFWA
525
FRG Family Wealth Advisors
Washington
$1.21M -$20.9K -245 -2%
19 20
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