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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 %
LWM
576
LongView Wealth Management
Georgia
$1.02M -$87.3K -1,045 -8%
AAG
577
Armstrong Advisory Group
Massachusetts
$1.02M – – –
FA
578
Forefront Analytics
Pennsylvania
$1.01M -$2.76K -33 -0.3%
HFA
579
High Falls Advisors
New York
$1.01M -$1.58M -18,920 -61%
SPWM
580
Schrum Private Wealth Management
Florida
$1.01M +$170K +2,028 +20%
DWP
581
Destiny Wealth Partners
Florida
$995K +$157K +1,875 +19%
CB
582
Community Bank
New York
$968K -$7.54M -90,215 -89%
KCM
583
Kathmere Capital Management
Pennsylvania
$967K +$4.51K +54 +0.5%
MSWMA
584
Market Street Wealth Management Advisors
Indiana
$966K -$286K -3,417 -23%
Pathstone Holdings
585
Pathstone Holdings
New Jersey
$965K -$64.4K -771 -6%
GAA
586
Global Assets Advisory
Florida
$965K +$965K +80,365 New
AWM
587
Avaii Wealth Management
Wisconsin
$958K +$2.67K +32 +0.3%
KPWS
588
Kestra Private Wealth Services
Texas
$955K -$387K -4,635 -29%
SVWAG
589
Sound View Wealth Advisors Group
Georgia
$950K -$175K -2,089 -16%
SWP
590
ShoreHaven Wealth Partners
New Jersey
$934K -$690K -8,250 -42%
SFG
591
Sovereign Financial Group
Connecticut
$934K -$286K -3,416 -23%
CPBTD
592
Central Pacific Bank - Trust Division
Hawaii
$926K +$926K +11,118 New
AR
593
Apeiron RIA
Texas
$924K -$1.75M -20,899 -65%
CWM
594
C2C Wealth Management
Arizona
$916K +$4.18K +50 +0.5%
GLLW
595
Graves Light Lenhart Wealth
Virginia
$915K +$3.34K +40 +0.4%
SIA
596
Soltis Investment Advisors
Utah
$914K +$138K +1,655 +18%
JIP
597
Jaffetilchin Investment Partners
Florida
$914K +$3.43K +41 +0.4%
GHA
598
GW Henssler & Associates
Georgia
$907K +$11.3K +135 +1%
MGIA
599
Moneta Group Investment Advisors
Missouri
$905K +$183K +2,190 +25%
LC
600
Lincoln Capital
Nebraska
$904K -$15.9K -190 -2%
22 23
24
25 26