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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 %
CGFA
651
Colton Groome Financial Advisors
North Carolina
$761K +$247K +2,701 +48%
MWM
652
MBE Wealth Management
Wisconsin
$752K -$9.13K -100 -1%
BBHC
653
Brown Brothers Harriman & Co
New York
$747K +$8.22K +90 +1%
EWA
654
Exencial Wealth Advisors
Oklahoma
$741K +$184K +2,016 +33%
EGA
655
E&G Advisors
Texas
$741K – – –
WWM
656
Wagner Wealth Management
South Carolina
$738K +$1.1K +12 +0.1%
WWC
657
Waypoint Wealth Counsel
Georgia
$737K -$160K -1,756 -18%
ICMM
658
Integrated Capital Management (Michigan)
Michigan
$736K +$736K +8,061 New
TVAMP
659
Tennessee Valley Asset Management Partners
Tennessee
$736K -$24.7K -271 -3%
SW
660
StrongBox Wealth
Missouri
$736K +$34.2K +375 +5%
WAL
661
W Advisors LLC
Tennessee
$735K -$4.11K -45 -0.6%
AIA
662
AIMZ Investment Advisors
California
$733K – – –
BWM
663
BCS Wealth Management
Tennessee
$732K +$639 +7 +0.1%
AWM
664
Alterna Wealth Management
Texas
$731K +$210K +2,303 +40%
OAP
665
One Advisory Partners
Kansas
$730K -$9.22K -101 -1%
IWA
666
Icon Wealth Advisors
Texas
$730K -$226K -2,480 -24%
SFG
667
Sovereign Financial Group
Connecticut
$729K -$82.6K -905 -10%
TPWM
668
Twelve Points Wealth Management
Massachusetts
$725K – – –
CCWM
669
Cassaday & Co Wealth Management
Virginia
$718K – – –
CIBC World Market
670
CIBC World Market
Ontario, Canada
$715K -$39.3K -430 -5%
CAM
671
Cidel Asset Management
Ontario, Canada
$704K – – –
GMFG
672
Greater Midwest Financial Group
Minnesota
$690K +$3.11K +34 +0.5%
LWM
673
Liberty Wealth Management
California
$687K -$2.26M -24,752 -77%
CTC
674
Central Trust Company
Missouri
$686K – – –
HFA
675
High Falls Advisors
New York
$685K -$32.5K -356 -5%
25 26
27
28 29