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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 %
ACA
851
Anchor Capital Advisors
Massachusetts
$317K -$10.1K -120 -3%
G
852
GenTrust
Florida
$317K – – –
LNB
853
Ledyard National Bank
$314K -$2.6K -31 -0.8%
HGWM
854
Horst & Graben Wealth Management
Oregon
$313K -$214K -2,551 -41%
WQ
855
Wealth Quarterback
New Jersey
$313K -$52K -619 -14%
BWP
856
BSW Wealth Partners
Colorado
$313K – – –
LA
857
LexAurum Advisors
Kansas
$311K +$840 +10 +0.3%
RFA
858
Register Financial Advisors
Georgia
$311K +$3.53K +42 +1%
ABLA
859
Alan B. Lancz & Associates
Ohio
$311K +$311K +3,700 New
SL
860
Sentinus LLC
Illinois
$311K -$7.56K -90 -2%
CCB
861
Cutter & Co Brokerage
Missouri
$308K -$3.11K -37 -1%
MAG
862
M3 Advisory Group
Massachusetts
$306K -$128K -1,519 -29%
PSF
863
Pacific Sun Financial
California
$305K – – –
PCM
864
Parsons Capital Management
Rhode Island
$305K -$9.15K -109 -3%
OFG
865
Oxford Financial Group
Indiana
$301K – – –
TFA
866
Teamwork Financial Advisors
Texas
$300K -$86.1K -1,025 -22%
CF
867
Clarity Financial
Texas
$298K -$3.02K -36 -1%
DWM
868
Destination Wealth Management
California
$297K +$5.71K +68 +2%
ACP
869
Aveo Capital Partners
Colorado
$297K -$7.64K -91 -3%
BZWA
870
Blue Zone Wealth Advisors
California
$297K +$1.68K +20 +0.6%
Koshinski Asset Management
871
Koshinski Asset Management
Illinois
$295K -$70.1K -834 -19%
TWP
872
Tempus Wealth Planning
California
$295K -$104K -1,238 -26%
FWM
873
Foguth Wealth Management
Michigan
$292K -$369K -4,393 -56%
LWM
874
Lodestone Wealth Management
Washington
$292K -$64.4K -767 -18%
MSCM
875
McElhenny Sheffield Capital Management
Texas
$290K -$6.3K -75 -2%
33 34
35
36 37