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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 %
ASFA
526
All Season Financial Advisors
Colorado
$1.21M +$1.21M +14,376 New
JCM
527
Jacobi Capital Management
Pennsylvania
$1.2M -$73.7K -878 -6%
BCA
528
Bay Colony Advisors
Massachusetts
$1.2M +$2.18K +26 +0.2%
NRW
529
Nova R Wealth
Kansas
$1.19M +$1.6K +19 +0.1%
CG
530
Caprock Group
Idaho
$1.19M -$216K -2,568 -15%
NIWA
531
New Insight Wealth Advisors
California
$1.19M -$142K -1,689 -11%
MCA
532
Magnolia Capital Advisors
Mississippi
$1.18M -$726K -8,642 -38%
YWS
533
Yarger Wealth Strategies
Ohio
$1.17M +$3.95K +47 +0.3%
TGAM
534
TBH Global Asset Management
Tennessee
$1.17M -$442K -5,260 -27%
EL
535
EQ LLC
Washington
$1.17M +$41.1K +489 +4%
JFG
536
JMG Financial Group
Illinois
$1.15M -$1.16M -13,850 -50%
FCFC
537
First Citizens Financial Corp
Iowa
$1.15M -$213K -2,532 -16%
SJGA
538
Stephen J. Garry & Associates
New York
$1.14M -$24.6K -293 -2%
BSW
539
Buckingham Strategic Wealth
Missouri
$1.13M -$603K -7,188 -35%
C1AG
540
Client 1st Advisory Group
Florida
$1.13M -$355K -4,228 -24%
SF
541
Summit Financial
New Jersey
$1.13M +$344K +4,100 +44%
CG
542
CFO4Life Group
Texas
$1.11M +$504 +6 +0%
Millennium Management
543
Millennium Management
New York
$1.09M -$526K -6,267 -33%
AWA
544
Arkadios Wealth Advisors
Georgia
$1.09M -$92.7K -1,104 -8%
PCA
545
Peddock Capital Advisors
Massachusetts
$1.08M – – –
ACM
546
Andina Capital Management
Utah
$1.08M -$475K -5,663 -31%
ONST
547
Old North State Trust
North Carolina
$1.07M -$152K -1,815 -12%
PA
548
PSI Advisors
Florida
$1.06M -$2.06M -24,558 -66%
SXL
549
Summit X LLC
Missouri
$1.06M +$924 +11 +0.1%
CA
550
Claro Advisors
Massachusetts
$1.05M +$528K +6,283 +101%
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