USMV icon

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 %
TPWM
651
Twelve Points Wealth Management
Massachusetts
$667K – – –
GMFG
652
Greater Midwest Financial Group
Minnesota
$662K +$2.38K +27 +0.4%
AIA
653
Alera Investment Advisors
Illinois
$662K +$662K +7,887 New
CCWM
654
Cassaday & Co Wealth Management
Virginia
$660K – – –
HFA
655
High Falls Advisors
New York
$660K -$355K -4,229 -35%
Bessemer Group
656
Bessemer Group
New Jersey
$657K -$15.7K -187 -2%
CAM
657
Cidel Asset Management
Ontario, Canada
$647K – – –
SW
658
StrongBox Wealth
Missouri
$645K +$17.2K +205 +3%
Neuberger Berman Group
659
Neuberger Berman Group
New York
$643K -$37.1K -442 -5%
ACM
660
Advisors Capital Management
New Jersey
$643K +$1.68K +20 +0.3%
VFIC
661
Valley Forge Investment Consultants
Pennsylvania
$643K +$2.27K +27 +0.4%
GT
662
Glenview Trust
Kentucky
$638K -$163K -1,943 -20%
FA
663
Fountainhead AM
New Jersey
$638K -$15.4K -184 -2%
CTC
664
Central Trust Company
Missouri
$631K – – –
PP
665
PDS Planning
Ohio
$630K +$672 +8 +0.1%
KP
666
Keel Point
Alabama
$628K -$1.4K -16 -0.2%
MWM
667
Maripau Wealth Management
Indiana
$620K -$70.7K -842 -10%
VCP
668
Vista Capital Partners
Oregon
$619K – – –
EL
669
EMFO LLC
Florida
$618K – – –
SS
670
Sunbelt Securities
Texas
$612K -$84 -1 -0%
4WM
671
4J Wealth Management
Virginia
$610K -$21K -250 -3%
DWT
672
Dorsey & Whitney Trust
South Dakota
$610K -$58.8K -700 -9%
RA
673
RFG Advisory
Alabama
$604K -$530K -6,308 -47%
SIC
674
Salem Investment Counselors
North Carolina
$604K +$440K +5,236 +268%
CPIA
675
Cornell Pochily Investment Advisors
New York
$603K -$11.4K -136 -2%
25 26
27
28 29