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 %
ATS
801
Ashton Thomas Securities
New York
$425K +$269K +2,949 +173%
SA
802
Skyline Advisors
Washington
$424K -$3.01K -33 -0.7%
PD
803
Planning Directions
Pennsylvania
$423K -$7.94K -87 -2%
KV
804
Kickstand Ventures
New York
$420K -$15K -164 -3%
SFG
805
Sage Financial Group
Pennsylvania
$420K – – –
CPL
806
CAP Partners LLC
Tennessee
$420K -$14.6K -160 -3%
MFG
807
Mosaic Financial Group
Illinois
$415K – – –
TWA
808
TCI Wealth Advisors
Arizona
$414K – – –
KDA
809
Kraft Davis & Associates
Missouri
$412K – – –
MA
810
MKT Advisors
California
$408K -$2.09K -23 -0.5%
WB
811
WesBanco Bank
West Virginia
$407K – – –
FFA
812
Founders Financial Alliance
North Carolina
$405K +$26.3K +288 +7%
SFO
813
Stokes Family Office
Louisiana
$403K -$74.9K -820 -16%
GA
814
Gateway Advisory
New Jersey
$398K – – –
SWM
815
SeaCrest Wealth Management
New York
$397K -$8.49K -93 -2%
BCWM
816
Bartlett & Co Wealth Management
Ohio
$395K +$6.94K +76 +2%
WGC
817
Watts Gwilliam & Co
Arizona
$395K +$395K +4,344 New
BFG
818
Beacon Financial Group
Texas
$395K +$26.8K +294 +7%
TWA
819
Talisman Wealth Advisors
New Jersey
$395K – – –
LT
820
Legacy Trust
Michigan
$394K +$4.57K +50 +1%
HB
821
HTLF Bank
Colorado
$389K +$14.9K +163 +4%
CNBT
822
Canandaigua National Bank & Trust
New York
$388K +$388K +4,249 New
TCOV
823
Trust Company of Vermont
Vermont
$384K +$457 +5 +0.1%
TFGT
824
TS Financial Group (TSFG)
Illinois
$380K -$103K -1,133 -21%
PGFC
825
Peapack-Gladstone Financial Corp
New Jersey
$379K – – –
31 32
33
34 35