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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.

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
1
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$479M
3
APF
3
Alaska Permanent Fund
Alaska
$416M
4
CCA
4
Carrera Capital Advisors
Michigan
$33.1M
5
SP
5
Symmetry Partners
Connecticut
$64.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$417M
3
Bank of America
3
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$45.3M 539,211 -1,510 -0.3%
FFA
52
Fragasso Financial Advisors
Pennsylvania
$44M 524,565 -24,383 -4%
AWAG
53
ARS Wealth Advisors Group
Florida
$43.6M 519,610 -788 -0.2%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$42.1M 500,000 – –
NA
55
NewEdge Advisors
Louisiana
$41.9M 498,951 +86,990 +21%
GT
56
Glenmede Trust
Pennsylvania
$38.5M 458,956 +62 +0%
Stifel Financial
57
Stifel Financial
Missouri
$34.4M 409,309 -10,773 -3%
KeyBank National Association
58
KeyBank National Association
Ohio
$33.9M 404,150 -20,373 -5%
CCA
59
Carrera Capital Advisors
Michigan
$33.1M 394,809 +394,809 New
KA
60
Klingman & Associates
New York
$32.6M 388,341 -5,393 -1%
EH
61
Equitable Holdings
New York
$31.9M 380,164 +8,414 +2%
HF
62
Halpern Financial
Virginia
$31.4M 374,389 -4,699 -1%
Allianz Asset Management
63
Allianz Asset Management
Germany
$30.6M 364,017 -154,106 -30%
KAS
64
Kestra Advisory Services
Texas
$28.8M 342,847 +16,188 +5%
HPA
65
High Probability Advisors
New York
$28.6M 340,361 -12,452 -4%
GWM
66
GDS Wealth Management
Texas
$28.3M 336,900 -9,197 -3%
Truist Financial
67
Truist Financial
North Carolina
$27.6M 328,868 -50,545 -13%
FWI
68
Facet Wealth Inc
Maryland
$27.5M 316,357 +29,740 +10%
Citigroup
69
Citigroup
New York
$27.3M 325,633 +4,793 +1%
Kovitz Investment Group Partners
70
Kovitz Investment Group Partners
Illinois
$27M 321,201 -15,424 -5%
AWS
71
Atria Wealth Solutions
New York
$26.6M 317,266 -10,242 -3%
AC
72
Apella Capital
Connecticut
$26.4M 314,231 +4,864 +2%
AllianceBernstein
73
AllianceBernstein
Tennessee
$26.2M 311,758 -11,293 -3%
IWS
74
Insight Wealth Strategies
California
$25.9M 307,893 +12,399 +4%
SWP
75
Stratos Wealth Partners
Ohio
$25.8M 307,802 -26,435 -8%
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