USMV icon

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
+$71.8M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$62.8M
3
MCM
MAI Capital Management
Ohio
+$31.3M
4
LPL Financial
LPL Financial
California
+$29.1M
5
SFA
Sequoia Financial Advisors
Ohio
+$25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$453M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$331M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$220M
4
HI
Horizon Investments
North Carolina
-$106M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
501
Golden State Wealth Management
California
$1.53M +$1.53M +17,218 New
SFS
502
Security Financial Services
Indiana
$1.52M -$76.5K -862 -5%
CP
503
Creekside Partners
California
$1.52M -$22.5K -253 -1%
HNB
504
Huntington National Bank
Ohio
$1.51M -$1.62M – –
DL
505
DOHJ LLC
Washington
$1.51M -$8.52K -96 -0.6%
EWA
506
Elevate Wealth Advisory
Georgia
$1.5M +$129K +1,468 +9%
NW
507
NewEdge Wealth
Pennsylvania
$1.49M +$260K +2,927 +21%
VWWMG
508
Vermillion & White Wealth Management Group
Pennsylvania
$1.48M -$3.05M -34,406 -67%
IAN
509
Integrated Advisors Network
Texas
$1.47M +$137K +1,547 +10%
CFCI
510
Comprehensive Financial Consultants Institutional
Indiana
$1.47M -$55.4K -624 -4%
IAIM
511
International Assets Investment Management
Florida
$1.47M +$1.47M +16,530 New
AG
512
Ascent Group
Virginia
$1.46M -$317K -3,572 -18%
TFS
513
Thoroughbred Financial Services
Tennessee
$1.46M -$10.6K -119 -0.7%
QC
514
Quadrature Capital
United Kingdom
$1.45M +$1.45M +16,281 New
BAS
515
Brueske Advisory Services
Washington
$1.45M +$1.45M +16,281 New
GSEP
516
Golden State Equity Partners
California
$1.44M +$1.09M +12,323 +313%
CWM
517
CCG Wealth Management
California
$1.43M – – –
CWM
518
Centric Wealth Management
Illinois
$1.43M +$4.62K +52 +0.3%
RB
519
Renasant Bank
Mississippi
$1.43M -$93.3K -1,051 -6%
NP
520
NorthRock Partners
Minnesota
$1.42M -$370K -4,163 -21%
MW
521
Maia Wealth
Colorado
$1.42M -$34.9K -380 -2%
EL
522
EWA LLC
Pennsylvania
$1.39M -$142K -1,600 -9%
SEP
523
Southland Equity Partners
Missouri
$1.39M +$4.53K +51 +0.3%
Brown Advisory
524
Brown Advisory
Maryland
$1.38M +$83.9K +945 +6%
GF
525
Gries Financial
Ohio
$1.35M -$68K -766 -5%
19 20
21
22 23