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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 %
BC
876
Bartlett & Co
Ohio
$366K +$47.8K +614 +15%
BCWM
877
Bartlett & Co Wealth Management
Ohio
$366K +$47.8K +614 +15%
E
878
ETFidea
New York
$365K +$365K +4,683 New
NRI
879
NFP Retirement Inc
California
$363K -$3.82K -49 -1%
SA
880
Skyline Advisors
Washington
$359K +$359K +4,601 New
FA
881
Fiduciary Alliance
South Carolina
$358K -$142K -1,814 -28%
AWMNH
882
Arcadia Wealth Management (New Hampshire)
New Hampshire
$358K -$242K -3,103 -40%
SA
883
Scarborough Advisors
Maryland
$355K -$2.63M -33,673 -88%
SC
884
Sierra Capital
Florida
$354K +$354K +4,543 New
CCFM
885
Clear Creek Financial Management
Washington
$353K +$60.9K +781 +21%
CFA
886
Cahill Financial Advisors
Minnesota
$353K -$28.2K -361 -7%
TSS
887
Two Sigma Securities
New York
$353K -$674K -8,635 -66%
CW
888
Connectus Wealth
Ohio
$351K -$8.82K -113 -2%
SRWM
889
Shira Ridge Wealth Management
California
$351K -$59.5K -763 -15%
TWA
890
Talisman Wealth Advisors
New Jersey
$350K +$1.95K +25 +0.6%
TPWA
891
Twin Peaks Wealth Advisors
California
$346K +$346K +4,432 New
AIC
892
Archer Investment Corporation
Indiana
$344K -$3.98K -51 -1%
CB
893
Cadence Bank
Mississippi
$341K +$89.7K +1,150 +36%
WQ
894
Wealth Quarterback
New Jersey
$340K -$103K -1,325 -23%
AFP
895
Ausdal Financial Partners
Iowa
$336K -$5.07K -65 -1%
APC
896
Aspire Private Capital
North Carolina
$335K -$291K -3,733 -46%
WEG
897
World Equity Group
Illinois
$334K -$152K -1,950 -31%
IWN
898
Independent Wealth Network
Iowa
$333K -$63.5K -814 -16%
LT
899
Legacy Trust
Michigan
$333K – – –
AWS
900
Arkfeld Wealth Strategies
Nebraska
$333K +$1.65K +21 +0.5%
34 35
36
37 38