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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 %
PFA
576
Pinnacle Family Advisors
Missouri
$915K +$418K +4,981 +84%
KPWS
577
Kestra Private Wealth Services
Texas
$915K -$43.9K -523 -5%
GLLW
578
Graves Light Lenhart Wealth
Virginia
$914K -$3.35K -40 -0.4%
JIP
579
Jaffetilchin Investment Partners
Florida
$913K -$5.12K -61 -0.6%
IWA
580
Icon Wealth Advisors
Texas
$912K -$1.72M -19,784 -65%
MWM
581
Mosley Wealth Management
California
$910K +$18.7K +223 +2%
LC
582
Lincoln Capital
Nebraska
$908K – – –
BWIA
583
Bryant Woods Investment Advisors
New York
$906K +$267K +3,682 +42%
IDA
584
Intelligence Driven Advisers
California
$902K – – –
CWM
585
Concentrum Wealth Management
California
$894K -$139K -1,658 -13%
MC
586
Moors & Cabot
Massachusetts
$887K -$588 -7 -0.1%
AA
587
Advisory Alpha
Michigan
$886K -$7.72K -92 -0.9%
FTDI
588
First Trust Direct Indexing
Massachusetts
$877K +$20.4K +243 +2%
OPWM
589
Oxinas Partners Wealth Management
Indiana
$862K -$30.7K -366 -3%
OBWP
590
O'Brien Wealth Partners
Massachusetts
$856K – – –
GT
591
Greenleaf Trust
Michigan
$855K +$38.5K +458 +5%
SC
592
Scotia Capital
Ontario, Canada
$852K +$33.8K +403 +4%
PWG
593
Private Wealth Group
Florida
$849K -$8.4K -100 -1%
GHA
594
GW Henssler & Associates
Georgia
$846K -$64.5K -768 -7%
SAM
595
Smartleaf Asset Management
Massachusetts
$845K +$1.85K +22 +0.2%
KOMWMG
596
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$845K -$10.7K -128 -1%
FA
597
Fermata Advisors
California
$833K +$310K +3,688 +59%
TIAA Trust, National Association
598
TIAA Trust, National Association
North Carolina
$832K -$20.5K -244 -2%
SVWAG
599
Sound View Wealth Advisors Group
Georgia
$830K -$124K -1,482 -13%
BJL
600
Brighton Jones LLC
Washington
$830K -$17K -203 -2%
22 23
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