USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
751
Wealthfront Advisers
California
$495K -$73.2K -876 -13%
BWS
752
Buck Wealth Strategies
Colorado
$494K +$494K +5,908 New
NRC
753
New Republic Capital
North Carolina
$492K -$38K -455 -7%
AT
754
Avalon Trust
New Mexico
$492K – – –
PJSIMP
755
P.J. Schmidt Investment Management (PJS)
Wisconsin
$492K -$372K -4,452 -43%
PL
756
Parthenon LLC
Kentucky
$491K -$7.44K -89 -1%
FBT
757
First Bank & Trust
South Dakota
$491K +$491K +5,873 New
SWA
758
SFMG Wealth Advisors
Texas
$488K – – –
FTS
759
Fifth Third Securities
Ohio
$486K -$88.8K -1,062 -15%
WP
760
WealthShield Partners
North Carolina
$485K -$1.24M -14,872 -72%
O3W
761
Omni 360 Wealth
New Jersey
$483K -$204K -2,445 -30%
VPIM
762
Vanguard Personalized Indexing Management
California
$476K +$3.09K +37 +0.7%
GCM
763
Gallacher Capital Management
Colorado
$476K – – –
GAM
764
GEM Asset Management
Michigan
$475K – – –
PFA
765
Professional Financial Advisors
Nebraska
$474K +$1.76K +21 +0.4%
JWA
766
JFS Wealth Advisors
Pennsylvania
$472K +$145K +1,734 +44%
CPL
767
CAP Partners LLC
Tennessee
$471K -$281K -3,361 -37%
SWM
768
Silverlake Wealth Management
Vermont
$470K -$167K -1,999 -26%
CWP
769
Concord Wealth Partners
Virginia
$470K -$13.8K -165 -3%
FAM
770
Forte Asset Management
New York
$466K – – –
SPL
771
Smart Portfolios LLC
Washington
$464K -$6.44K -77 -1%
SWA
772
Stratos Wealth Advisors
Ohio
$463K -$276K -3,299 -37%
BW
773
Bison Wealth
Georgia
$462K -$26.9K -322 -5%
GJIA
774
Glass Jacobson Investment Advisors
Maryland
$462K -$25K -299 -5%
WF
775
Warner Financial
Maryland
$460K – – –
29 30
31
32 33