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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 %
JSL
701
JT Stratford LLC
Georgia
$601K -$457 -5 -0.1%
MCM
702
Mainstream Capital Management
California
$595K +$595K +6,520 New
PAWA
703
Palo Alto Wealth Advisors
California
$592K +$2.59K +28 +0.4%
AWA
704
Arete Wealth Advisors
Illinois
$590K -$26.3K -289 -4%
FCI
705
Financial Counselors Inc
Kansas
$589K -$226K -2,476 -28%
PG
706
Patten Group
Tennessee
$588K +$91 +1 +0%
RCM
707
Radnor Capital Management
Pennsylvania
$587K – – –
FA
708
Fountainhead AM
New Jersey
$586K -$108K -1,186 -16%
VPP
709
Vertex Planning Partners
Illinois
$585K -$457 -5 -0.1%
LA
710
Latitude Advisors
Florida
$583K +$141K +1,544 +32%
QCM
711
Quantinno Capital Management
New York
$581K +$349K +3,819 +150%
BAM
712
Belpointe Asset Management
Nevada
$579K -$150K -1,640 -21%
JGCM
713
Joseph Group Capital Management
Ohio
$578K -$42.8K -469 -7%
MWM
714
Meridian Wealth Management
Kentucky
$576K +$23.6K +258 +4%
SS
715
Sunbelt Securities
Texas
$576K -$89.3K -978 -13%
CWM
716
Congress Wealth Management
Massachusetts
$574K +$18.3K +200 +3%
FA
717
Flagstar Advisors
New York
$573K +$2.01K +22 +0.4%
MAM
718
MMA Asset Management
Pennsylvania
$572K +$193K +2,455 +51%
WFS
719
WealthGarden F.S.
California
$568K -$13K -142 -2%
CCM
720
Cox Capital Management
Massachusetts
$568K +$12.7K +139 +2%
RWP
721
Ridgecrest Wealth Partners
California
$566K – – –
ABC
722
Associated Banc-Corp
Wisconsin
$564K – – –
PPWM
723
PFG Private Wealth Management
Florida
$561K -$3.74K -41 -0.7%
FMN
724
Financial Management Network
California
$560K -$16.3K -179 -3%
WS
725
Wedbush Securities
California
$559K +$548 +6 +0.1%
27 28
29
30 31