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 %
PJSIMP
726
P.J. Schmidt Investment Management (PJS)
Wisconsin
$501K +$6.38K +76 +1%
HCA
727
Heck Capital Advisors
Wisconsin
$499K +$252 +3 +0.1%
AT
728
Avalon Trust
New Mexico
$495K – – –
HH
729
Hilltop Holdings
Texas
$494K -$10.3K -123 -2%
GL
730
Graypoint LLC
New York
$493K +$50.4K +600 +11%
PL
731
Parthenon LLC
Kentucky
$493K – – –
GAM
732
GEM Asset Management
Michigan
$493K -$6.89K -82 -1%
SWA
733
SFMG Wealth Advisors
Texas
$490K – – –
PWP
734
Phillips Wealth Planners
Mississippi
$489K +$2.88K +34 +0.6%
NRC
735
New Republic Capital
North Carolina
$482K -$12.3K -147 -2%
APA
736
Astoria Portfolio Advisors
New York
$481K +$166K +1,982 +53%
AWM
737
Alterna Wealth Management
Texas
$479K -$325K -3,876 -40%
GCM
738
Gallacher Capital Management
Colorado
$478K – – –
NHT
739
New Hampshire Trust
New Hampshire
$474K -$65.3K -778 -12%
CGFA
740
Colton Groome Financial Advisors
North Carolina
$473K -$135K -1,607 -22%
BFG
741
Bleakley Financial Group
New Jersey
$472K +$13.1K +156 +3%
PFA
742
Professional Financial Advisors
Nebraska
$472K -$4.03K -48 -0.8%
CWP
743
Concord Wealth Partners
Virginia
$470K -$2.18K -26 -0.5%
GG
744
Greenwood Gearhart
Arkansas
$469K +$469K +5,589 New
SFA
745
Sequoia Financial Advisors
Ohio
$468K +$60.2K +717 +15%
FAM
746
Forte Asset Management
New York
$468K – – –
GI
747
GLOBALT Investments
Georgia
$467K +$7.05K +84 +2%
HSA
748
HBK Sorce Advisory
Pennsylvania
$467K -$32.9K -392 -7%
GJIA
749
Glass Jacobson Investment Advisors
Maryland
$464K – – –
AF
750
Advisornet Financial
Minnesota
$463K -$44.6K -531 -9%
28 29
30
31 32