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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 %
AWM
576
Avaii Wealth Management
Wisconsin
$1.05M – – –
LWM
577
LongView Wealth Management
Georgia
$1.04M -$60.2K -659 -5%
GA
578
Goldstein Advisors
Wisconsin
$1.04M -$21.1K -231 -2%
TI
579
TTP Investments
California
$1.04M – – –
PAMG
580
Patton Albertson Miller Group
Tennessee
$1.03M +$36.6K +401 +4%
KCM
581
Kathmere Capital Management
Pennsylvania
$1.03M -$23.8K -261 -2%
BFA
582
Beacon Financial Advisory
Ohio
$1.03M -$101K -1,105 -9%
TIAA Trust, National Association
583
TIAA Trust, National Association
North Carolina
$1.02M +$119K +1,300 +13%
CAM
584
Creekmur Asset Management
Illinois
$1.02M -$34.6K -379 -3%
IBOK
585
Independence Bank of Kentucky
Kentucky
$1.01M +$535K +5,859 +112%
ONST
586
Old North State Trust
North Carolina
$1.01M -$161K -1,762 -14%
WA
587
WBH Advisory
Maryland
$1.01M -$35.4K -388 -3%
MGIA
588
Moneta Group Investment Advisors
Missouri
$1M -$2.74K -30 -0.3%
GPA
589
Guidance Point Advisors
Massachusetts
$998K – – –
GLLW
590
Graves Light Lenhart Wealth
Virginia
$996K – – –
JIP
591
Jaffetilchin Investment Partners
Florida
$988K -$5.3K -58 -0.5%
CWM
592
C2C Wealth Management
Arizona
$987K – – –
CWM
593
Concentrum Wealth Management
California
$986K +$14.5K +159 +1%
CWM
594
Certus Wealth Management
California
$980K -$28.4K -311 -3%
LC
595
Lincoln Capital
Nebraska
$980K -$7.12K -78 -0.7%
OPWM
596
Oxinas Partners Wealth Management
Indiana
$977K +$39.8K +436 +4%
MC
597
Moors & Cabot
Massachusetts
$963K -$730 -8 -0.1%
GT
598
Greenleaf Trust
Michigan
$955K +$25.1K +275 +3%
SAM
599
Smartleaf Asset Management
Massachusetts
$941K +$25.8K +283 +3%
CB
600
Chris Bulman
California
$941K -$68.8K -753 -7%
22 23
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