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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 %
Tudor Investment Corp
676
Tudor Investment Corp
Connecticut
$603K +$603K +7,178 New
TIA
677
Traphagen Investment Advisors
New Jersey
$600K -$16K -191 -3%
BFG
678
Bouchey Financial Group
New York
$600K – – –
EB
679
Exchange Bank
California
$588K – – –
HL
680
HeadInvest LLC
Maine
$583K – – –
BFEC
681
Benjamin F. Edwards & Company
Missouri
$581K -$192K -2,292 -25%
CPA
682
Clear Point Advisors
New York
$577K -$27.8K -331 -5%
T
683
TNF
Montana
$577K -$366K -4,292 -39%
PA
684
Pineridge Advisors
Missouri
$576K -$35.2M -419,676 -98%
WA
685
Waddell & Associates
Tennessee
$575K -$8.4K -100 -1%
SAW
686
Signal Advisors Wealth
Michigan
$574K -$1.05M -12,529 -65%
JGCM
687
Joseph Group Capital Management
Ohio
$571K -$90.6K -1,079 -14%
AWA
688
Arete Wealth Advisors
Illinois
$568K +$568K +6,772 New
RFS
689
Richardson Financial Services
Massachusetts
$563K -$30.7K -366 -5%
EIA
690
Eldridge Investment Advisors
New Hampshire
$563K – – –
EFG
691
Everhart Financial Group
Ohio
$559K -$20.7K -247 -4%
VPIM
692
Vanguard Personalized Indexing Management
California
$559K +$80.3K +956 +17%
JWCA
693
J.W. Coons Advisors
Ohio
$558K +$840 +10 +0.2%
BI
694
Berkeley Inc
Idaho
$554K -$114K -1,354 -17%
JSL
695
JT Stratford LLC
Georgia
$553K – – –
AWE
696
Avidian Wealth Enterprises
Texas
$544K -$112K -1,337 -17%
GC
697
Gratus Capital
Georgia
$544K – – –
PG
698
Patten Group
Tennessee
$541K -$1.93K -23 -0.4%
RCM
699
Radnor Capital Management
Pennsylvania
$540K +$18.7K +223 +4%
VPP
700
Vertex Planning Partners
Illinois
$539K -$11.8K -140 -2%
26 27
28
29 30