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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 %
PCM
876
Parsons Capital Management
Rhode Island
$312K – – –
BWP
877
BSW Wealth Partners
Colorado
$312K +$312K +3,727 New
CT
878
Colonial Trust
South Carolina
$310K – – –
CCB
879
Cutter & Co Brokerage
Missouri
$310K +$68K +813 +28%
LA
880
LexAurum Advisors
Kansas
$309K -$153K -1,836 -33%
MIS
881
Morningstar Investment Services
Illinois
$308K -$601K -7,224 -66%
TA
882
TFB Advisors
Kansas
$308K +$308K +3,833 New
TFM
883
Trademark Financial Management
Minnesota
$306K -$40K -479 -12%
BP
884
Ballentine Partners
Massachusetts
$306K +$306K +3,662 New
RFA
885
Register Financial Advisors
Georgia
$306K -$28.7K -343 -9%
PSF
886
Pacific Sun Financial
California
$304K +$5.43K +65 +2%
MCIA
887
Mountain Capital Investment Advisors
Colorado
$300K -$5.43K -66 -2%
OFG
888
Oxford Financial Group
Indiana
$300K -$49.1K -587 -14%
CF
889
Clarity Financial
Texas
$300K +$3.01K +36 +1%
WIM
890
Westside Investment Management
California
$300K -$321K -3,842 -52%
IIM
891
InTrack Investment Management
Vermont
$300K -$25.1K -300 -8%
APA
892
Astoria Portfolio Advisors
New York
$299K -$2.56K -32 -0.8%
FRA
893
Front Row Advisors
California
$299K +$10K +120 +3%
CB
894
Cadence Bank
Mississippi
$297K -$68.3K -817 -19%
AFP
895
Ausdal Financial Partners
Iowa
$296K -$63.9K -764 -18%
MSCM
896
McElhenny Sheffield Capital Management
Texas
$295K -$14.6K -175 -5%
PPP
897
Private Portfolio Partners
New Jersey
$295K – – –
ACP
898
Aveo Capital Partners
Colorado
$294K -$259K -3,191 -47%
BZWA
899
Blue Zone Wealth Advisors
California
$294K +$5.02K +60 +2%
QCM
900
QRG Capital Management
Illinois
$291K +$291K +3,482 New
34 35
36
37 38