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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 %
E
601
ETFidea
New York
$830K +$7.64K +91 +0.9%
PMG
602
ProVise Management Group
Florida
$829K -$64.2K -765 -7%
SC
603
Savant Capital
Illinois
$828K +$408K +4,854 +97%
SFG
604
Snider Financial Group
Washington
$825K -$5.74M -68,359 -87%
WWC
605
Waypoint Wealth Counsel
Georgia
$825K +$2.35K +28 +0.3%
FA
606
FF Advisors
California
$817K – – –
MSWMA
607
Market Street Wealth Management Advisors
Indiana
$816K -$154K -1,840 -16%
MIH
608
Meitav Investment House
Israel
$813K – – –
NFA
609
Northwest Financial Advisors
Virginia
$813K -$8.9K -106 -1%
FSA
610
Financial Sense Advisors
California
$812K -$34.4K -410 -4%
FCH
611
Freestone Capital Holdings
Washington
$804K -$75.9K -904 -9%
SCM
612
Stonehearth Capital Management
Massachusetts
$801K -$12.8K -152 -2%
SIA
613
Soltis Investment Advisors
Utah
$800K -$119K -1,415 -13%
CRWM
614
Castle Rock Wealth Management
California
$793K -$84 -1 -0%
WMA
615
West Michigan Advisors
Michigan
$793K -$24.2K -288 -3%
KA
616
Kovack Advisors
Florida
$771K +$771K +9,186 New
IPAM
617
Investment Partners Asset Management
New Jersey
$771K +$84 +1 +0%
APW
618
Austin Private Wealth
Texas
$759K -$47.7K -568 -6%
AWA
619
Alta Wealth Advisors
Massachusetts
$758K -$135K -1,602 -15%
MFG
620
Midwest Financial Group
Kansas
$757K +$2.1K +25 +0.3%
SGWM
621
Sterling Group Wealth Management
California
$756K +$756K +9,009 New
FCI
622
Financial Counselors Inc
Kansas
$749K -$147K -1,748 -16%
SFG
623
Sovereign Financial Group
Connecticut
$746K -$192K -2,289 -20%
HSWS
624
Higgins & Schmidt Wealth Strategies
Colorado
$746K -$17K -203 -2%
LWM
625
Liberty Wealth Management
California
$736K +$355K +15,576 +93%
23 24
25
26 27