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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.

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
1
Horizon Investments
North Carolina
$172M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$70M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.99B
4
OPAM
4
Ocean Park Asset Management
California
$59.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$123M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$325M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$46.6M 510,584 +11,633 +2%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$45.4M 500,000 – –
GT
53
Glenmede Trust
Pennsylvania
$41M 449,459 -9,497 -2%
A
54
Allianz
Germany
$41M 448,784 +160,489 +56%
Truist Financial
55
Truist Financial
North Carolina
$39.3M 430,282 +101,414 +31%
FFA
56
Fragasso Financial Advisors
Pennsylvania
$38.7M 424,062 -100,503 -19%
Stifel Financial
57
Stifel Financial
Missouri
$38.4M 420,790 +11,481 +3%
KA
58
Klingman & Associates
New York
$35.1M 384,567 -3,774 -1%
EH
59
Equitable Holdings
New York
$35M 383,640 +3,476 +0.9%
Barclays
60
Barclays
United Kingdom
$34.1M 373,146 -275,128 -42%
KeyBank National Association
61
KeyBank National Association
Ohio
$33.8M 369,965 -34,185 -8%
Allianz Asset Management
62
Allianz Asset Management
Germany
$33.2M 364,017 – –
HF
63
Halpern Financial
Virginia
$33M 362,245 -12,144 -3%
FWI
64
Facet Wealth Inc
Maryland
$31.3M 347,943 +31,586 +10%
IWS
65
Insight Wealth Strategies
California
$31M 339,326 +31,433 +10%
HPA
66
High Probability Advisors
New York
$30.6M 335,460 -4,901 -1%
ABWM
67
Alpine Bank Wealth Management
Colorado
$30M 328,317 +328,317 New
GWM
68
GDS Wealth Management
Texas
$29.9M 327,034 -9,866 -3%
AC
69
Apella Capital
Connecticut
$29M 319,280 +5,049 +2%
AWS
70
Atria Wealth Solutions
New York
$28.7M 314,813 -2,453 -0.8%
EWM
71
Executive Wealth Management
Michigan
$28.7M 314,228 +56,184 +22%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$28.3M 310,005 -794,860 -72%
Capstone Investment Advisors
73
Capstone Investment Advisors
New York
$27.4M 300,000 -247,018 -45%
SC
74
Sykon Capital
New York
$27.4M 299,725 +299,725 New
OIA
75
OneDigital Investment Advisors
Kansas
$27.3M 298,992 -5,971 -2%
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3
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