USMV icon

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 %
T
601
TNF
Montana
$899K -$1.7M -20,870 -65%
IDA
602
Intelligence Driven Advisers
California
$898K -$283K -3,384 -24%
GM
603
GeoWealth Management
Illinois
$894K -$2.28M -27,318 -72%
FCI
604
Financial Counselors Inc
Kansas
$892K -$80.7K -965 -8%
AA
605
Advisory Alpha
Michigan
$890K -$15K -180 -2%
PMG
606
ProVise Management Group
Florida
$890K -$311K -3,720 -26%
OPWM
607
Oxinas Partners Wealth Management
Indiana
$888K +$7.77K +93 +0.9%
AWA
608
Alta Wealth Advisors
Massachusetts
$888K -$14.4K -172 -2%
MWM
609
Mosley Wealth Management
California
$887K -$11.1K -133 -1%
LIA
610
LS Investment Advisors
Michigan
$887K -$90.3K -1,080 -9%
MC
611
Moors & Cabot
Massachusetts
$883K -$20.1K -240 -2%
FCH
612
Freestone Capital Holdings
Washington
$876K -$2.93K -35 -0.3%
IFWM
613
Institute for Wealth Management
Colorado
$871K -$79K -945 -8%
PWG
614
Private Wealth Group
Florida
$853K – – –
FTDI
615
First Trust Direct Indexing
Massachusetts
$853K +$853K +10,207 New
OBWP
616
O'Brien Wealth Partners
Massachusetts
$852K – – –
KOMWMG
617
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$852K -$9.7K -116 -1%
TIAA Trust, National Association
618
TIAA Trust, National Association
North Carolina
$849K -$30.8K -369 -4%
BJL
619
Brighton Jones LLC
Washington
$843K +$39K +467 +5%
FSA
620
Financial Sense Advisors
California
$842K -$116K -1,383 -12%
SAM
621
Smartleaf Asset Management
Massachusetts
$836K -$3.34K -40 -0.4%
OAP
622
One Advisory Partners
Kansas
$833K -$2.53M -30,265 -75%
PWM
623
Provident Wealth Management
Tennessee
$832K -$13.8K -165 -2%
E
624
ETFidea
New York
$819K +$427K +5,113 +109%
WWC
625
Waypoint Wealth Counsel
Georgia
$819K -$46K -550 -5%
23 24
25
26 27