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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 %
MFG
801
Mosaic Financial Group
Illinois
$382K – – –
TWA
802
TCI Wealth Advisors
Arizona
$381K -$141K -1,685 -27%
MA
803
MKT Advisors
California
$379K +$756 +9 +0.2%
WB
804
WesBanco Bank
West Virginia
$374K – – –
Russell Investments Group
805
Russell Investments Group
United Kingdom
$373K +$373K +4,440 +63,429%
SWM
806
SeaCrest Wealth Management
New York
$373K +$106K +1,266 +40%
SW
807
SVB Wealth
Massachusetts
$368K -$166K -1,975 -31%
GA
808
Gateway Advisory
New Jersey
$366K -$6.3K -75 -2%
WOSD
809
WFA of San Diego
California
$366K +$366K +4,354 New
Empower Advisory Group
810
Empower Advisory Group
Colorado
$364K -$2.52K -30 -0.7%
TWA
811
Talisman Wealth Advisors
New Jersey
$364K -$12.4K -148 -3%
GBWM
812
Granite Bay Wealth Management
New Hampshire
$363K -$136K -1,621 -27%
HWMO
813
Heritage Wealth Management (Ohio)
Ohio
$359K +$359K +4,264 New
LT
814
Legacy Trust
Michigan
$358K – – –
WT
815
Washington Trust
Rhode Island
$358K +$159K +1,894 +80%
BCWM
816
Bartlett & Co Wealth Management
Ohio
$357K – – –
NRI
817
NFP Retirement Inc
California
$357K +$3.02K +36 +0.9%
FNBT
818
FineMark National Bank & Trust
Florida
$355K +$3.02K +36 +0.9%
OWM
819
OneAscent Wealth Management
Alabama
$354K -$65.6K -781 -16%
TCOV
820
Trust Company of Vermont
Vermont
$353K -$3.27K -39 -0.9%
PGFC
821
Peapack-Gladstone Financial Corp
New Jersey
$348K – – –
FFA
822
Founders Financial Alliance
North Carolina
$348K -$14.8K -176 -4%
WI
823
Wintrust Investments
Illinois
$345K -$192K -2,293 -36%
GBT
824
Grove Bank & Trust
Florida
$345K – – –
TPWA
825
TRUE Private Wealth Advisors
Oregon
$344K -$24.1K -287 -7%
31 32
33
34 35