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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 %
PWW
776
Pettyjohn Wood & White
Virginia
$459K – – –
PWP
777
Phillips Wealth Planners
Mississippi
$459K -$12K -150 -3%
GI
778
GLOBALT Investments
Georgia
$458K -$16.7K -200 -4%
BFG
779
Bleakley Financial Group
New Jersey
$457K -$51.2K -612 -10%
CTI
780
Community Trust & Investment
Kentucky
$453K – – –
FTWA
781
Fifth Third Wealth Advisors
Ohio
$453K +$176K +2,110 +64%
SFO
782
Stokes Family Office
Louisiana
$452K -$5.53M -66,204 -92%
LC
783
LCNB Corp
Ohio
$451K -$41.8K -500 -8%
EWM
784
Evermay Wealth Management
Virginia
$446K -$10.4K -125 -2%
FHA
785
First Horizon Advisors
Tennessee
$445K -$811K -9,703 -65%
TFGT
786
TS Financial Group (TSFG)
Illinois
$441K -$747K -8,940 -63%
GL
787
Graypoint LLC
New York
$441K -$148K -1,776 -25%
BFA
788
Beaumont Financial Advisors
Massachusetts
$438K +$5.68K +68 +1%
WB
789
Webster Bank
Connecticut
$437K -$5.18K -62 -1%
SCA
790
Sage Capital Advisors
South Dakota
$435K +$16.5K +197 +4%
MAG
791
M3 Advisory Group
Massachusetts
$432K +$432K +5,168 New
MMM
792
Mendel Money Management
Illinois
$430K +$4.1K +49 +1%
IBOK
793
Independence Bank of Kentucky
Kentucky
$429K +$95.4K +1,142 +29%
OC
794
Oppenheimer & Co
New York
$428K -$2.93K -35 -0.7%
YIH
795
Y-Intercept (HK)
Hong Kong
$427K -$187K -2,241 -30%
DP
796
Denver PWM
Colorado
$427K -$82 -1 -0%
LA
797
LM Advisors
California
$421K – – –
NIC
798
Northwest Investment Counselors
Oregon
$418K – – –
SCM
799
Shelton Capital Management
Colorado
$418K – – –
SC
800
Savant Capital
Illinois
$418K -$49.9K -597 -11%
30 31
32
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