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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 %
NWA
876
New World Advisors
Massachusetts
$289K +$10.9K +130 +4%
JWA
877
JFS Wealth Advisors
Pennsylvania
$289K -$185K -2,204 -39%
SAS
878
Sage Advisory Services
Texas
$288K -$48.3K -576 -14%
WP
879
WealthPLAN Partners
Nebraska
$288K -$1.43K -17 -0.5%
RWM
880
Rockwood Wealth Management
Pennsylvania
$285K -$1.43K -17 -0.5%
CFA
881
Cahill Financial Advisors
Minnesota
$285K -$41.1K -490 -13%
RW
882
Rockport Wealth
Ohio
$285K – – –
FRA
883
Front Row Advisors
California
$284K -$16.8K -200 -6%
MWA
884
Merkkuri Wealth Advisors
New York
$281K +$281K +3,343 New
IAS
885
Insigneo Advisory Services
Florida
$279K -$100K -1,179 -26%
FLPIM
886
F.L. Putnam Investment Management
Massachusetts
$279K +$14.2K +169 +5%
JF
887
JSF Financial
California
$278K -$6.05K -72 -2%
HS
888
Horan Securities
United States
$278K +$420 +5 +0.2%
CT
889
Colonial Trust
South Carolina
$278K -$33.5K -399 -11%
CWA
890
Clearview Wealth Advisors
Oregon
$277K -$36.9K -439 -12%
MIC
891
Meridian Investment Counsel
California
$276K +$276K +3,284 New
AIC
892
Archer Investment Corporation
Indiana
$274K -$64.1K -763 -19%
SP
893
Successful Portfolios
Florida
$274K +$840 +10 +0.3%
SW
894
Solidarity Wealth
Utah
$272K – – –
SFP
895
Sandbox Financial Partners
Maryland
$270K +$336 +4 +0.1%
JWBC
896
J.W. Burns & Co
New York
$269K – – –
AFP
897
Ausdal Financial Partners
Iowa
$268K -$29.1K -347 -10%
WMG
898
WESCAP Management Group
California
$266K – – –
CB
899
Cadence Bank
Mississippi
$265K -$33.2K -396 -11%
EFG
900
Erickson Financial Group
Pennsylvania
$264K -$14.7K -175 -5%
34 35
36
37 38