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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 %
CCA
901
Clearwater Capital Advisors
Illinois
$263K -$83.5K -994 -24%
PPWM
902
Perissos Private Wealth Management
Oklahoma
$262K – – –
ACM
903
Alamar Capital Management
California
$261K +$261K +3,114 New
ESB
904
Essex Savings Bank
Connecticut
$261K – – –
KIA
905
KCM Investment Advisors
California
$260K – – –
TI
906
Truepoint Inc
Ohio
$260K -$293K -3,485 -53%
AWC
907
Adamsbrown Wealth Consultants
Kansas
$260K – – –
FF
908
Fluent Financial
Texas
$259K – – –
LF
909
Lantz Financial
Illinois
$259K -$420 -5 -0.2%
WFAG
910
Worth Financial Advisory Group
North Carolina
$257K -$4.62K -55 -2%
AA
911
Aire Advisors
California
$257K +$252 +3 +0.1%
PA
912
Pinnacle Associates
New York
$256K +$23.9K +285 +10%
SF
913
Synovus Financial
Georgia
$256K -$10.4K -124 -4%
WHCI
914
W.H. Cornerstone Investments
Massachusetts
$256K -$135K -1,611 -35%
STB
915
S&T Bank
Pennsylvania
$256K – – –
QC
916
Quadrature Capital
United Kingdom
$255K +$255K +3,037 New
SFC
917
SYM Financial Corp
Indiana
$255K +$242K +2,888 +1,978%
FNT
918
First National Trust
Pennsylvania
$251K – – –
RCM
919
Rain Capital Management
Oregon
$250K – – –
CPSC
920
Carl P. Sherr & Co
Massachusetts
$249K – – –
AP
921
Appleton Partners
Massachusetts
$249K -$18.1K -215 -7%
WWP
922
WR Wealth Planners
Missouri
$249K -$12.3K -147 -5%
IWN
923
Independent Wealth Network
Iowa
$245K +$2.35K +28 +1%
BCMLT
924
Beacon Capital Management LLC (Tennessee)
Tennessee
$245K +$51K +608 +26%
VCM
925
Vision Capital Management
Oregon
$244K – – –
35 36
37
38 39