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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
526
9258 Wealth Management
Ohio
$1.3M – – –
KWS
527
Keystone Wealth Services
California
$1.29M -$22.7K -271 -2%
CF
528
Centaurus Financial
California
$1.29M -$375K -4,491 -23%
PIA
529
Perennial Investment Advisors
California
$1.29M -$55.1K -659 -4%
CWM
530
Centric Wealth Management
Illinois
$1.29M -$3.46K -43 -0.3%
TP
531
Tranquility Partners
Tennessee
$1.28M -$2.01K -24 -0.2%
CAM
532
Creekmur Asset Management
Illinois
$1.28M -$469K -5,617 -27%
JCM
533
Jacobi Capital Management
Pennsylvania
$1.27M +$4.51K +54 +0.4%
NCFG
534
New Century Financial Group
New Jersey
$1.26M +$52.7K +631 +4%
RI
535
Ridgewood Investments
New Jersey
$1.25M -$48.1K -576 -4%
KFS
536
Kelly Financial Services
Massachusetts
$1.25M -$1.23M -14,699 -50%
CPA
537
Cardiff Park Advisors
California
$1.24M +$251 +3 +0%
RPGK
538
Retirement Planning Group (Kansas)
Kansas
$1.24M -$71.7K -858 -5%
ONST
539
Old North State Trust
North Carolina
$1.22M +$1.22M +14,605 New
APWA
540
Atlas Private Wealth Advisors
New Jersey
$1.22M -$1.35M -16,203 -53%
Jones Financial Companies
541
Jones Financial Companies
Missouri
$1.22M +$1.21M +14,418 +9,612%
MP
542
McDonald Partners
Ohio
$1.21M -$2.42K -29 -0.2%
EWA
543
Elevate Wealth Advisory
Georgia
$1.21M -$12.2K -146 -1%
WT
544
Whittier Trust
California
$1.2M – – –
PWA
545
Physician Wealth Advisors
Utah
$1.2M -$2.32M -29,013 -66%
DB
546
Dravo Bay
Delaware
$1.2M +$61.9K +741 +5%
BCA
547
Bay Colony Advisors
Massachusetts
$1.2M +$64K +766 +6%
HIC
548
Hartline Investment Corp
Illinois
$1.2M +$1.2M +14,312 New
NRW
549
Nova R Wealth
Kansas
$1.18M +$1.84K +22 +0.2%
WA
550
WBH Advisory
Maryland
$1.18M -$74.6K -892 -6%
20 21
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