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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 %
PP
676
PDS Planning
Ohio
$684K -$730 -8 -0.1%
AIA
677
Alera Investment Advisors
Illinois
$682K -$38.6K -423 -5%
VFIC
678
Valley Forge Investment Consultants
Pennsylvania
$680K -$18.8K -206 -3%
OC
679
Oppenheimer & Co
New York
$680K +$121K +1,326 +22%
KA
680
Kovack Advisors
Florida
$678K -$161K -1,764 -19%
VCP
681
Vista Capital Partners
Oregon
$674K – – –
OSAM
682
O'Shaughnessy Asset Management
Connecticut
$673K +$81K +875 +14%
SIC
683
Salem Investment Counselors
North Carolina
$666K +$9.31K +102 +1%
4WM
684
4J Wealth Management
Virginia
$664K – – –
BFG
685
Bouchey Financial Group
New York
$654K – – –
CPIA
686
Cornell Pochily Investment Advisors
New York
$652K -$3.2K -35 -0.5%
TIA
687
Traphagen Investment Advisors
New Jersey
$648K -$5.11K -56 -0.8%
UAG
688
United Advisor Group
Ohio
$645K +$645K +7,066 New
HL
689
HeadInvest LLC
Maine
$630K -$3.93K -43 -0.6%
CPA
690
Clear Point Advisors
New York
$629K +$1.46K +16 +0.2%
SA
691
SpiderRock Advisors
Delaware
$629K +$629K +6,890 New
Millennium Management
692
Millennium Management
New York
$628K -$556K -6,090 -47%
WA
693
Waddell & Associates
Tennessee
$621K -$4.38K -48 -0.7%
EB
694
Exchange Bank
California
$621K -$18.3K -200 -3%
T
695
TNF
Montana
$616K -$3.39K -37 -0.5%
PA
696
Pineridge Advisors
Missouri
$613K -$14.1K -154 -2%
EIA
697
Eldridge Investment Advisors
New Hampshire
$612K – – –
JWCA
698
J.W. Coons Advisors
Ohio
$608K +$1.19K +13 +0.2%
RFS
699
Richardson Financial Services
Massachusetts
$607K +$40.3K +477 +7%
IDA
700
Intelligence Driven Advisers
California
$604K -$378K -4,135 -38%
26 27
28
29 30