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 %
OSAM
701
O'Shaughnessy Asset Management
Connecticut
$537K +$127K +1,507 +31%
PAWA
702
Palo Alto Wealth Advisors
California
$535K +$1.93K +23 +0.4%
PI
703
PFG Investments
New York
$535K -$2.82M -33,530 -84%
WFS
704
WealthGarden F.S.
California
$534K +$534K +6,365 New
FMN
705
Financial Management Network
California
$532K -$66.8K -794 -11%
MWM
706
Mission Wealth Management
California
$528K -$6.21K -74 -1%
WTC
707
WhitTier Trust Company
Nevada
$527K -$6.72K -80 -1%
FA
708
Flagstar Advisors
New York
$525K +$3.53K +42 +0.7%
OWA
709
Outlook Wealth Advisors
Texas
$523K – – –
RWP
710
Ridgecrest Wealth Partners
California
$520K +$1.09K +13 +0.2%
PPWM
711
PFG Private Wealth Management
Florida
$519K +$4.79K +57 +0.9%
ABC
712
Associated Banc-Corp
Wisconsin
$518K – – –
SFPG
713
Stonebridge Financial Planning Group
Florida
$518K -$25.2K -300 -5%
OC
714
Oppenheimer & Co
New York
$514K +$84K +1,000 +20%
LF
715
LifeSteps Financial
California
$514K – – –
WS
716
Wedbush Securities
California
$513K -$13.3K -158 -3%
EWA
717
Exencial Wealth Advisors
Oklahoma
$512K -$39.8K -474 -7%
CWM
718
Congress Wealth Management
Massachusetts
$511K -$31.8K -379 -6%
CCM
719
Cox Capital Management
Massachusetts
$511K -$2.35K -28 -0.5%
GC
720
Gibson Capital
Pennsylvania
$510K – – –
SC
721
Sinecera Capital
Texas
$510K +$1.26K +15 +0.2%
MWM
722
Meridian Wealth Management
Kentucky
$508K +$508K +6,050 New
WANY
723
Wealthspire Advisors (New York)
New York
$502K -$8.56K -102 -2%
CFO
724
Collective Family Office
Pennsylvania
$501K – – –
APIM
725
Agate Pass Investment Management
Washington
$501K – – –
27 28
29
30 31