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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 %
OBWP
601
O'Brien Wealth Partners
Massachusetts
$930K – – –
PMG
602
ProVise Management Group
Florida
$919K +$17.1K +187 +2%
BJL
603
Brighton Jones LLC
Washington
$913K +$10.1K +111 +1%
FA
604
Fermata Advisors
California
$911K +$4.66K +51 +0.5%
MYIA
605
Mount Yale Investment Advisors
Colorado
$908K -$815K -8,926 -47%
EA
606
Enclave Advisors
Texas
$907K +$907K +9,936 New
Fisher Asset Management
607
Fisher Asset Management
Washington
$903K -$135K -1,483 -13%
FA
608
FF Advisors
California
$902K – – –
NFA
609
Northwest Financial Advisors
Virginia
$899K +$15.1K +165 +2%
HP
610
Holistic Planning
Texas
$898K +$541K +5,920 +151%
MIH
611
Meitav Investment House
Israel
$885K – – –
KOMWMG
612
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$884K -$35.2K -385 -4%
E
613
ETFidea
New York
$883K -$20K -219 -2%
GHA
614
GW Henssler & Associates
Georgia
$882K -$38.7K -424 -4%
PWG
615
Private Wealth Group
Florida
$873K -$50.2K -550 -5%
EFG
616
Everhart Financial Group
Ohio
$864K +$256K +2,801 +42%
SIA
617
Soltis Investment Advisors
Utah
$863K -$6.67K -73 -0.8%
SCM
618
Stonehearth Capital Management
Massachusetts
$856K -$15.3K -168 -2%
CRWM
619
Castle Rock Wealth Management
California
$854K -$4.44K -49 -0.5%
FSA
620
Financial Sense Advisors
California
$852K -$30.4K -333 -3%
SFG
621
Snider Financial Group
Washington
$847K -$49.9K -547 -6%
CF
622
Centaurus Financial
California
$843K -$476K -5,215 -36%
IPAM
623
Investment Partners Asset Management
New Jersey
$838K -$1.28K -14 -0.2%
Bessemer Group
624
Bessemer Group
New Jersey
$837K +$123K +1,347 +17%
AR
625
Apeiron RIA
Texas
$831K +$49.6K +543 +6%
23 24
25
26 27