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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 %
HB
826
HTLF Bank
Colorado
$344K +$18.7K +223 +6%
HPC
827
Hobart Private Capital
North Carolina
$342K +$342K +4,074 New
BFG
828
Beacon Financial Group
Texas
$338K -$15.2K -181 -4%
SF
829
Symphony Financial
Texas
$336K – – –
FC
830
FCA Corp
Texas
$336K +$420 +5 +0.1%
EFG
831
Ehrlich Financial Group
California
$333K -$60.7K -723 -15%
GWP
832
Gen-Wealth Partners
Michigan
$332K -$470K -5,598 -59%
CTFG
833
Capstone Triton Financial Group
Oklahoma
$330K -$12.2K -145 -4%
MWM
834
Merriman Wealth Management
Washington
$330K – – –
SCA
835
Southern Capital Advisors
Tennessee
$329K +$1.18K +14 +0.4%
SJL
836
Shayne & Jacobs LLC
Tennessee
$329K – – –
CFO
837
CVA Family Office
Colorado
$329K -$35.1K -418 -10%
TA
838
TFB Advisors
Kansas
$328K +$6.21K +74 +2%
BCM
839
Bourgeon Capital Management
Connecticut
$327K – – –
BL
840
Balentine LLC
Georgia
$327K +$924 +11 +0.3%
HP
841
Holistic Planning
Texas
$327K – – –
SAM
842
Silvercrest Asset Management
New York
$325K +$1.18K +14 +0.4%
SW
843
SlateStone Wealth
Florida
$323K -$73.7K -877 -19%
SWP
844
ShoreHaven Wealth Partners
New Jersey
$323K -$616K -7,333 -66%
WIM
845
Westside Investment Management
California
$322K +$21.2K +253 +7%
RP
846
Rowlandmiller & Partners
Georgia
$322K – – –
Charles Schwab
847
Charles Schwab
California
$321K +$321K +3,820 New
IIM
848
InTrack Investment Management
Vermont
$320K +$18.9K +225 +6%
TAM
849
Tocqueville Asset Management
New York
$319K – – –
SAM
850
Secure Asset Management
Michigan
$318K – – –
32 33
34
35 36