USMV icon

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.

New
Increased
Maintained
Reduced
Closed
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
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
776
Chesley Taft & Associates
Illinois
$472K – – –
SPL
777
Smart Portfolios LLC
Washington
$468K -$24.2K -265 -5%
GL
778
Graypoint LLC
New York
$467K -$69.1K -757 -13%
AB
779
Atlas Brown
Kentucky
$467K +$15.1K +165 +3%
SWA
780
Stratos Wealth Advisors
Ohio
$466K -$10.6K -116 -2%
Wealthfront Advisers
781
Wealthfront Advisers
California
$465K -$33.9K -371 -7%
RFC
782
Regions Financial Corp
Alabama
$463K -$16.3K -178 -3%
HPFG
783
Hart & Patterson Financial Group
Massachusetts
$460K +$460K +5,033 New
BNP Paribas Financial Markets
784
BNP Paribas Financial Markets
France
$458K +$22.2K +243 +5%
NIC
785
Northwest Investment Counselors
Oregon
$457K – – –
SCM
786
Shelton Capital Management
Colorado
$457K – – –
KCM
787
KM Capital Management
Texas
$457K -$2.04M -22,369 -82%
SWM
788
Silverlake Wealth Management
Vermont
$456K -$29.2K -320 -6%
FTWA
789
Fifth Third Wealth Advisors
Ohio
$454K +$5.57K +61 +1%
VVP
790
Venture Visionary Partners
Ohio
$452K – – –
FTS
791
Fifth Third Securities
Ohio
$446K -$21K -230 -4%
BFA
792
Beaumont Financial Advisors
Massachusetts
$445K +$11.7K +128 +3%
AWS
793
Arkfeld Wealth Strategies
Nebraska
$441K +$1.82K +20 +0.4%
SP
794
Stonebrook Private
Michigan
$434K -$1.21M -13,306 -74%
MCWS
795
McKinley Carter Wealth Services
West Virginia
$432K +$365 +4 +0.1%
FCIM
796
Fairview Capital Investment Management
California
$431K – – –
CCAM
797
Cascades Capital Asset Management
North Carolina
$429K +$429K +4,701 New
WOSD
798
WFA of San Diego
California
$427K +$29.5K +323 +7%
VPIM
799
Vanguard Personalized Indexing Management
California
$426K -$181K -1,987 -30%
SFA
800
Sequoia Financial Advisors
Ohio
$425K -$84.4K -924 -17%
30 31
32
33 34