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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 %
MWM
851
Merriman Wealth Management
Washington
$352K -$6.03K -66 -2%
SW
852
SlateStone Wealth
Florida
$352K +$366 +4 +0.1%
CFO
853
CVA Family Office
Colorado
$351K -$7.21K -79 -2%
PWP
854
Phillips Wealth Planners
Mississippi
$350K -$185K -1,994 -35%
RP
855
Rowlandmiller & Partners
Georgia
$350K – – –
MAG
856
M3 Advisory Group
Massachusetts
$348K +$14.5K +159 +4%
TAM
857
Tocqueville Asset Management
New York
$347K – – –
SAM
858
Secure Asset Management
Michigan
$346K – – –
ACA
859
Anchor Capital Advisors
Massachusetts
$345K – – –
BZWA
860
Blue Zone Wealth Advisors
California
$345K +$22.6K +247 +7%
G
861
GenTrust
Florida
$345K – – –
TWM
862
TSA Wealth Management
Texas
$344K -$77.7K -851 -18%
GWP
863
Gen-Wealth Partners
Michigan
$344K -$14.1K -156 -4%
Charles Schwab
864
Charles Schwab
California
$344K -$5.21K -57 -1%
CFA
865
Cahill Financial Advisors
Minnesota
$343K +$32.8K +359 +11%
ABLA
866
Alan B. Lancz & Associates
Ohio
$338K – – –
AFP
867
Ausdal Financial Partners
Iowa
$336K +$44.7K +489 +15%
AWM
868
Accurate Wealth Management
Florida
$335K +$335K +3,628 New
MLA
869
My Legacy Advisors
Oregon
$335K -$131K -1,437 -28%
CF
870
Clarity Financial
Texas
$333K +$9.13K +100 +3%
TPWA
871
TRUE Private Wealth Advisors
Oregon
$333K -$41.5K -454 -11%
NB
872
NBT Bank
New York
$331K +$194K +2,126 +142%
WQ
873
Wealth Quarterback
New Jersey
$330K -$9.86K -108 -3%
HGWM
874
Horst & Graben Wealth Management
Oregon
$330K -$10.6K -116 -3%
CCB
875
Cutter & Co Brokerage
Missouri
$328K -$6.48K -71 -2%
33 34
35
36 37