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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.85%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.61B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$296M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$63.7M
5
VI
Vestcor Inc
New Brunswick, Canada
+$58.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$566M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
3
Bank of America
Bank of America
North Carolina
-$441M
4
Osaic Holdings
Osaic Holdings
Arizona
-$253M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
651
Veery Capital
Delaware
$846K -$1.56K -20 -0.2%
AA
652
Advisory Alpha
Michigan
$845K -$464K -5,951 -35%
MC
653
Moors & Cabot
Massachusetts
$843K -$54.8K -702 -6%
AWA
654
Alta Wealth Advisors
Massachusetts
$843K -$2.15M -27,520 -72%
MWM
655
Mosley Wealth Management
California
$839K +$839K +10,749 New
GHA
656
GW Henssler & Associates
Georgia
$836K -$53K -679 -6%
PJSIMP
657
P.J. Schmidt Investment Management (PJS)
Wisconsin
$827K +$240 +3 +0%
NFA
658
Northwest Financial Advisors
Virginia
$827K +$827K +10,597 New
FRA
659
FFG Retirement Advisors
Colorado
$824K -$412K -5,280 -33%
MWS
660
Maxwell Wealth Strategies
California
$824K +$824K +10,554 New
OPWM
661
Oxinas Partners Wealth Management
Indiana
$822K -$3.04K -39 -0.4%
TIAA Trust, National Association
662
TIAA Trust, National Association
North Carolina
$821K -$37.1K -476 -4%
FCH
663
Freestone Capital Holdings
Washington
$820K -$58.8K -754 -7%
SVWG
664
Shared Vision Wealth Group
United States
$814K +$814K +10,428 New
BHWM
665
Bay Harbor Wealth Management
Maryland
$812K -$1.73M -22,203 -68%
WWC
666
Waypoint Wealth Counsel
Georgia
$807K -$23.3K -298 -3%
KOMWMG
667
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$804K -$40.3K -517 -5%
Two Sigma Advisers
668
Two Sigma Advisers
New York
$804K -$7.94M -101,800 -91%
SW
669
SVB Wealth
Massachusetts
$802K +$167K +2,135 +26%
PWG
670
Private Wealth Group
Florida
$796K – – –
OBWP
671
O'Brien Wealth Partners
Massachusetts
$795K – – –
PWM
672
Provident Wealth Management
Tennessee
$790K – – –
SAM
673
Smartleaf Asset Management
Massachusetts
$784K +$784K +10,069 New
QPWM
674
Quadrant Private Wealth Management
Pennsylvania
$783K -$314K -4,030 -29%
DWP
675
Destiny Wealth Partners
Florida
$783K -$154K -1,977 -16%
25 26
27
28 29