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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 %
WB
826
WesBanco Bank
West Virginia
$372K -$25.3K -303 -6%
GA
827
Gateway Advisory
New Jersey
$371K -$336K -4,016 -48%
MA
828
MKT Advisors
California
$367K -$145K -1,775 -28%
TPWA
829
TRUE Private Wealth Advisors
Oregon
$366K -$141K -1,684 -28%
Empower Advisory Group
830
Empower Advisory Group
Colorado
$365K +$143K +1,715 +65%
WQ
831
Wealth Quarterback
New Jersey
$363K -$669 -8 -0.2%
Koshinski Asset Management
832
Koshinski Asset Management
Illinois
$363K -$62.7K -750 -15%
CFO
833
CVA Family Office
Colorado
$362K +$60.8K +727 +20%
FFA
834
Founders Financial Alliance
North Carolina
$361K +$8.44K +101 +2%
CCM
835
Coldstream Capital Management
Washington
$361K -$42.1K -504 -10%
SA
836
Skyline Advisors
Washington
$359K -$25.7K -308 -7%
LT
837
Legacy Trust
Michigan
$356K – – –
BCWM
838
Bartlett & Co Wealth Management
Ohio
$355K -$37.4K -447 -10%
LWM
839
Lodestone Wealth Management
Washington
$355K +$669 +8 +0.2%
TCOV
840
Trust Company of Vermont
Vermont
$354K +$752 +9 +0.2%
NRI
841
NFP Retirement Inc
California
$352K -$36.9K -441 -9%
BFG
842
Beacon Financial Group
Texas
$352K -$1.76M -21,117 -83%
FNBT
843
FineMark National Bank & Trust
Florida
$350K -$258K -3,086 -42%
PGFC
844
Peapack-Gladstone Financial Corp
New Jersey
$347K – – –
OWA
845
Outlook Wealth Advisors
Texas
$346K – – –
CCA
846
Clearwater Capital Advisors
Illinois
$345K -$5.43K -65 -2%
GBT
847
Grove Bank & Trust
Florida
$343K +$8.86K +106 +3%
WGC
848
Watts Gwilliam & Co
Arizona
$342K +$342K +4,123 New
CTFG
849
Capstone Triton Financial Group
Oklahoma
$341K – – –
AIC
850
Archer Investment Corporation
Indiana
$337K -$31.7K -379 -9%
32 33
34
35 36