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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$623M
5
QWP
5
Quotient Wealth Partners
Texas
$60M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
3
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
51
Legacy Financial Advisors
Kentucky
$45.6M 583,769 -27,436 -4%
SPIA
52
Steward Partners Investment Advisory
New York
$43.4M 556,617 -134,192 -19%
FFA
53
Fragasso Financial Advisors
Pennsylvania
$42.8M 548,348 +8,305 +2%
PAS
54
Park Avenue Securities
New York
$42.5M 545,180 -532,139 -49%
GWM
55
Geneos Wealth Management
Colorado
$40.5M 518,679 -7,529 -1%
AWAG
56
ARS Wealth Advisors Group
Florida
$39.9M 511,936 +22,057 +5%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$39.9M 511,141 -275,464 -35%
NA
58
NewEdge Advisors
Louisiana
$38.3M 484,031 -97,227 -17%
Stifel Financial
59
Stifel Financial
Missouri
$38.1M 488,143 -48,606 -9%
Truist Financial
60
Truist Financial
North Carolina
$37.3M 477,788 -38,928 -8%
Fidelity International
61
Fidelity International
Bermuda
$36.2M 463,861 +90,569 +24%
GT
62
Glenmede Trust
Pennsylvania
$36M 461,482 +45,342 +11%
OIA
63
OneDigital Investment Advisors
Kansas
$35.9M 459,503 -62,045 -12%
Squarepoint
64
Squarepoint
New York
$35.1M 449,296 +449,296 New
KeyBank National Association
65
KeyBank National Association
Ohio
$35M 448,361 -19,359 -4%
PA
66
Pineridge Advisors
Missouri
$34.8M 446,526 +446,526 New
CAN
67
Cetera Advisor Networks
California
$34.2M 438,444 -154,075 -26%
AllianceBernstein
68
AllianceBernstein
Tennessee
$32.6M 417,842 -17,211 -4%
KA
69
Klingman & Associates
New York
$32.1M 410,940 -8,683 -2%
HF
70
Halpern Financial
Virginia
$30.8M 394,590 -26,308 -6%
GBWM
71
Granite Bay Wealth Management
New Hampshire
$30.7M 411,222 -36,931 -8%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$29.9M 382,818 -152,537 -28%
EH
73
Equitable Holdings
New York
$29.6M 379,485 +9,560 +3%
AWS
74
Atria Wealth Solutions
New York
$28.3M 363,077 -107,128 -23%
SWP
75
Stratos Wealth Partners
Ohio
$28.2M 361,270 -22,384 -6%
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