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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.85%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.61B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$296M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$63.7M
5
VI
Vestcor Inc
New Brunswick, Canada
+$58.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$566M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
3
Bank of America
Bank of America
North Carolina
-$441M
4
Osaic Holdings
Osaic Holdings
Arizona
-$253M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
851
Oppenheimer & Co
New York
$402K -$94.6K -1,212 -19%
CRI
852
Commonwealth Retirement Investments
Virginia
$400K -$175K -2,246 -30%
SOS
853
Silver Oak Securities
Tennessee
$398K -$613K -7,863 -61%
MMM
854
Mendel Money Management
Illinois
$398K +$16.2K +207 +4%
Koshinski Asset Management
855
Koshinski Asset Management
Illinois
$397K -$94.6K -1,212 -19%
LA
856
Latitude Advisors
Florida
$397K -$36.6K -469 -8%
OWM
857
OneAscent Wealth Management
Alabama
$394K -$165K -2,110 -29%
ICP
858
Interchange Capital Partners
Pennsylvania
$393K -$191K -2,444 -33%
LA
859
LM Advisors
California
$393K +$393K +5,035 New
SCA
860
Sage Capital Advisors
South Dakota
$391K – – –
NIC
861
Northwest Investment Counselors
Oregon
$391K – – –
SCM
862
Shelton Capital Management
Colorado
$390K – – –
RCG
863
Resource Consulting Group
Florida
$390K – – –
SF
864
Symphony Financial
Texas
$389K -$31.4K -399 -7%
AP
865
Appleton Partners
Massachusetts
$388K -$27.3K -350 -7%
SFG
866
Sage Financial Group
Pennsylvania
$384K – – –
VVP
867
Venture Visionary Partners
Ohio
$377K – – –
CCM
868
Coldstream Capital Management
Washington
$376K +$55.8K +715 +17%
D.E. Shaw & Co
869
D.E. Shaw & Co
New York
$376K +$376K +4,819 New
MAM
870
MMA Asset Management
Pennsylvania
$375K – – –
Betterment LLC
871
Betterment LLC
New York
$372K -$438K -5,607 -54%
WB
872
WesBanco Bank
West Virginia
$371K – – –
FCIM
873
Fairview Capital Investment Management
California
$369K – – –
SW
874
SlateStone Wealth
Florida
$368K +$780 +10 +0.2%
FPAS
875
Focus Partners Advisor Solutions
Missouri
$367K -$104K -1,335 -22%
33 34
35
36 37