USMV icon

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 %
Fisher Asset Management
901
Fisher Asset Management
Washington
$331K -$12.8K -164 -4%
LWM
902
Lodestone Wealth Management
Washington
$331K -$33.7K -432 -9%
TCOV
903
Trust Company of Vermont
Vermont
$330K +$135K +1,727 +69%
G
904
GenTrust
Florida
$330K -$1.64K -21 -0.5%
FFA
905
Founders Financial Alliance
North Carolina
$329K -$2.42K -31 -0.7%
SCA
906
Southern Capital Advisors
Tennessee
$328K +$27.5K +353 +9%
CCA
907
Clearwater Capital Advisors
Illinois
$327K – – –
OFG
908
Oxford Financial Group
Indiana
$326K -$54.6K -700 -14%
VWM
909
Venturi Wealth Management
Texas
$326K -$487K -6,236 -60%
HP
910
Holistic Planning
Texas
$324K +$324K +4,153 New
PGFC
911
Peapack-Gladstone Financial Corp
New Jersey
$324K -$63.4K -812 -16%
TFM
912
Trademark Financial Management
Minnesota
$323K +$323K +4,145 New
OWA
913
Outlook Wealth Advisors
Texas
$323K – – –
CFD
914
Creative Financial Designs
Indiana
$322K -$348K -4,465 -52%
CWM
915
Cedar Wealth Management
California
$321K – – –
CTFG
916
Capstone Triton Financial Group
Oklahoma
$318K – – –
SAM
917
Secure Asset Management
Michigan
$317K -$1.41M -18,120 -82%
WSTAM
918
Wilbanks Smith & Thomas Asset Management
Virginia
$316K -$18K -231 -5%
SJL
919
Shayne & Jacobs LLC
Tennessee
$315K -$39.8K -510 -11%
DWMG
920
DB Wealth Management Group
California
$315K -$4.53K -58 -1%
IF
921
Integrity Financial
Wyoming
$315K -$20.9K -268 -6%
RFA
922
Register Financial Advisors
Georgia
$312K -$139K -1,777 -31%
GBT
923
Grove Bank & Trust
Florida
$312K -$80.5K -1,032 -21%
FC
924
FCA Corp
Texas
$311K +$1.01K +13 +0.3%
IBOK
925
Independence Bank of Kentucky
Kentucky
$311K +$50.3K +645 +19%
35 36
37
38 39