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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 %
MFG
626
Midwest Financial Group
Kansas
$825K +$1.28K +14 +0.2%
GS
627
GTS Securities
New York
$824K -$2.34M -25,596 -74%
AAA
628
American Alpha Advisors
New York
$824K +$824K +9,024 New
PA
629
PSI Advisors
Florida
$804K -$350K -3,833 -30%
BWIA
630
Bryant Woods Investment Advisors
New York
$803K -$339K -3,715 -30%
LIA
631
LS Investment Advisors
Michigan
$800K +$639 +7 +0.1%
HSWS
632
Higgins & Schmidt Wealth Strategies
Colorado
$798K -$12.8K -140 -2%
SM
633
Sensible Money
Arizona
$797K +$11K +121 +1%
DB
634
Dravo Bay
Delaware
$797K -$658K -7,202 -45%
FBFS
635
First Business Financial Services
Wisconsin
$794K -$648K -7,099 -45%
AWA
636
Alta Wealth Advisors
Massachusetts
$792K -$32K -351 -4%
LA
637
LPF Advisors
Florida
$791K +$32.5K +356 +4%
JWM
638
JFG Wealth Management
Colorado
$791K +$791K +8,658 New
APW
639
Austin Private Wealth
Texas
$789K -$35.7K -391 -4%
BEI
640
Benjamin Edwards Inc
Missouri
$784K +$589K +6,445 +301%
FG
641
Fiduciary Group
Georgia
$783K – – –
FCH
642
Freestone Capital Holdings
Washington
$782K -$92.2K -1,010 -11%
VC
643
Veery Capital
Delaware
$773K +$9.13K +100 +1%
MSWMA
644
Market Street Wealth Management Advisors
Indiana
$767K -$120K -1,310 -13%
Fifth Third Bancorp
645
Fifth Third Bancorp
Ohio
$767K +$29.9K +327 +4%
WMA
646
West Michigan Advisors
Michigan
$767K -$95.7K -1,048 -11%
SGWM
647
Sterling Group Wealth Management
California
$766K -$57K -624 -7%
ADL
648
Asset Dedication LLC
California
$765K +$11K +121 +1%
TL
649
Tradewinds LLC
North Carolina
$765K – – –
GC
650
Garde Capital
Washington
$762K – – –
24 25
26
27 28