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 %
OWA
826
Outlook Wealth Advisors
Texas
$378K – – –
WT
827
Washington Trust
Rhode Island
$372K -$17K -186 -4%
HPC
828
Hobart Private Capital
North Carolina
$372K – – –
GBT
829
Grove Bank & Trust
Florida
$370K -$4.84K -53 -1%
FC
830
FCA Corp
Texas
$365K +$457 +5 +0.1%
MHR
831
Matthew Hamilton Rosenberg
$365K -$59K -646 -14%
IAS
832
Insigneo Advisory Services
Florida
$364K +$63.5K +696 +21%
SF
833
Symphony Financial
Texas
$364K – – –
VAMG
834
Voisard Asset Management Group
Michigan
$363K +$363K +3,972 New
CCM
835
Coldstream Capital Management
Washington
$362K -$60.7K -665 -14%
BWP
836
BSW Wealth Partners
Colorado
$361K +$20.5K +225 +6%
SCA
837
Southern Capital Advisors
Tennessee
$360K +$1.64K +18 +0.5%
GSEP
838
Golden State Equity Partners
California
$360K -$1.25M -13,710 -78%
TA
839
TFB Advisors
Kansas
$359K +$2.28K +25 +0.6%
CTFG
840
Capstone Triton Financial Group
Oklahoma
$359K – – –
SJL
841
Shayne & Jacobs LLC
Tennessee
$358K – – –
BL
842
Balentine LLC
Georgia
$357K +$1.28K +14 +0.4%
BCM
843
Bourgeon Capital Management
Connecticut
$356K – – –
FNBT
844
FineMark National Bank & Trust
Florida
$356K -$30.2K -331 -8%
JWA
845
JFS Wealth Advisors
Pennsylvania
$355K +$41K +449 +13%
OWM
846
OneAscent Wealth Management
Alabama
$355K -$30.4K -333 -8%
QPWM
847
Quadrant Private Wealth Management
Pennsylvania
$354K +$93.2K +1,021 +36%
IA
848
Inspire Advisors
Idaho
$354K -$3.68M -40,293 -91%
SAM
849
Silvercrest Asset Management
New York
$353K -$365 -4 -0.1%
RFA
850
Register Financial Advisors
Georgia
$353K +$14.7K +161 +4%
32 33
34
35 36