USMV icon

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 %
SVWG
851
Shared Vision Wealth Group
United States
$336K -$535K -6,404 -61%
SAS
852
Sage Advisory Services
Texas
$335K -$13.2M -158,241 -98%
SF
853
Symphony Financial
Texas
$334K -$80.1K -958 -19%
FC
854
FCA Corp
Texas
$334K +$418 +5 +0.1%
QT
855
Quantbot Technologies
New York
$333K -$581K -6,952 -64%
SC
856
Sierra Capital
Florida
$332K -$48K -574 -13%
MWM
857
Merriman Wealth Management
Washington
$328K +$5.52K +66 +2%
SJL
858
Shayne & Jacobs LLC
Tennessee
$328K -$10K -120 -3%
HP
859
Holistic Planning
Texas
$327K -$20.1K -241 -6%
SCA
860
Southern Capital Advisors
Tennessee
$326K -$24.8K -297 -7%
ACA
861
Anchor Capital Advisors
Massachusetts
$326K -$4.18K -50 -1%
BCM
862
Bourgeon Capital Management
Connecticut
$326K +$326K +3,900 New
BL
863
Balentine LLC
Georgia
$325K -$4.03M -48,236 -93%
CFA
864
Cahill Financial Advisors
Minnesota
$325K -$53.7K -643 -14%
HB
865
HTLF Bank
Colorado
$324K +$28.9K +346 +10%
SAM
866
Silvercrest Asset Management
New York
$322K -$227K -2,711 -41%
WSTAM
867
Wilbanks Smith & Thomas Asset Management
Virginia
$322K -$16.8K -201 -5%
RP
868
Rowlandmiller & Partners
Georgia
$320K – – –
TAM
869
Tocqueville Asset Management
New York
$318K -$4.76K -57 -1%
SAM
870
Secure Asset Management
Michigan
$317K -$22.9K -274 -7%
SL
871
Sentinus LLC
Illinois
$317K +$317K +3,789 New
APC
872
Aspire Private Capital
North Carolina
$316K -$43.6K -522 -12%
G
873
GenTrust
Florida
$315K -$37.6K -450 -11%
LNB
874
Ledyard National Bank
$315K -$919 -11 -0.3%
CWA
875
Clearview Wealth Advisors
Oregon
$313K -$162K -1,944 -34%
33 34
35
36 37