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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
551
First Trust Direct Indexing
Massachusetts
$1.24M +$288K +3,150 +30%
PIA
552
Perennial Investment Advisors
California
$1.24M -$120K -1,313 -9%
TGAM
553
TBH Global Asset Management
Tennessee
$1.22M -$52.7K -577 -4%
MWM
554
Mission Wealth Management
California
$1.22M +$648K +7,095 +113%
EL
555
EQ LLC
Washington
$1.21M -$64K -701 -5%
BI
556
Berkeley Inc
Idaho
$1.21M +$604K +6,614 +100%
FFBTD
557
First Financial Bank - Trust Division
Ohio
$1.2M -$232K -2,536 -16%
Pathstone Holdings
558
Pathstone Holdings
New Jersey
$1.19M +$183K +2,000 +18%
CG
559
CFO4Life Group
Texas
$1.18M -$25.4K -278 -2%
SJGA
560
Stephen J. Garry & Associates
New York
$1.18M -$59.4K -650 -5%
PCA
561
Peddock Capital Advisors
Massachusetts
$1.16M -$15K -164 -1%
CA
562
Claro Advisors
Massachusetts
$1.15M +$6.12K +67 +0.5%
WMA
563
Wealth Management Associates
New Jersey
$1.14M +$6.85K +75 +0.6%
SAW
564
Signal Advisors Wealth
Michigan
$1.12M +$498K +5,452 +80%
VI
565
Vestcor Inc
New Brunswick, Canada
$1.12M -$9.16M -100,387 -89%
SVWAG
566
Sound View Wealth Advisors Group
Georgia
$1.11M +$206K +2,255 +23%
MWM
567
Mosley Wealth Management
California
$1.1M +$99.6K +1,077 +10%
C1AG
568
Client 1st Advisory Group
Florida
$1.1M -$133K -1,453 -11%
FCFC
569
First Citizens Financial Corp
Iowa
$1.1M -$155K -1,694 -12%
AAG
570
Armstrong Advisory Group
Massachusetts
$1.09M +$14.2K +155 +1%
FA
571
Forefront Analytics
Pennsylvania
$1.08M +$274 +3 +0%
AA
572
Advisory Alpha
Michigan
$1.08M +$112K +1,224 +12%
SXL
573
Summit X LLC
Missouri
$1.06M -$3.53K -42 -0.3%
DWP
574
Destiny Wealth Partners
Florida
$1.05M – – –
AWA
575
Arkadios Wealth Advisors
Georgia
$1.05M -$131K -1,440 -11%
21 22
23
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