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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 %
AWA
551
Arkadios Wealth Advisors
Georgia
$1.17M -$35.4K -424 -3%
AC
552
Avestar Capital
New York
$1.17M +$644K +7,710 +122%
Natixis Advisors
553
Natixis Advisors
Massachusetts
$1.17M +$160K +1,909 +16%
YWS
554
Yarger Wealth Strategies
Ohio
$1.16M +$7.27K +87 +0.6%
SJGA
555
Stephen J. Garry & Associates
New York
$1.16M -$37.6K -450 -3%
ARC
556
Advisor Resource Council
Texas
$1.16M +$655K +7,906 +130%
FFWA
557
FRG Family Wealth Advisors
Washington
$1.16M – – –
IC
558
Inscription Capital
Texas
$1.15M – – –
AQR Capital Management
559
AQR Capital Management
Connecticut
$1.14M +$1.14M +13,640 New
BFA
560
Beacon Financial Advisory
Ohio
$1.14M -$424K -5,072 -27%
RA
561
RFG Advisory
Alabama
$1.13M -$777K -9,298 -41%
EL
562
EQ LLC
Washington
$1.13M -$972K -11,628 -46%
CWM
563
Certus Wealth Management
California
$1.12M -$538K -6,629 -32%
WWG
564
West Wealth Group
California
$1.12M -$2.65M -31,694 -70%
CG
565
CFO4Life Group
Texas
$1.11M -$50.3K -602 -4%
PAMG
566
Patton Albertson Miller Group
Tennessee
$1.09M -$381K -4,560 -26%
EP
567
Eudaimonia Partners
Tennessee
$1.08M -$219K -2,615 -17%
PCA
568
Peddock Capital Advisors
Massachusetts
$1.07M – – –
SXL
569
Summit X LLC
Missouri
$1.05M -$21.9K -262 -2%
Fisher Asset Management
570
Fisher Asset Management
Washington
$1.05M +$693K +8,285 +195%
WMA
571
Wealth Management Associates
New Jersey
$1.04M +$16K +190 +2%
GLA
572
Good Life Advisors
Pennsylvania
$1.04M +$579K +6,922 +127%
WAP
573
Wealthcare Advisory Partners
Pennsylvania
$1.03M -$130K -1,556 -11%
GA
574
Goldstein Advisors
Wisconsin
$1.03M -$22.2K -266 -2%
CWM
575
Concentrum Wealth Management
California
$1.03M – – –
21 22
23
24 25