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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 %
FLPIM
926
F.L. Putnam Investment Management
Massachusetts
$264K +$45.3K +542 +21%
DIA
927
Dana Investment Advisors
Wisconsin
$263K -$26.2K -314 -9%
PWA
928
Prairie Wealth Advisors
Nebraska
$262K +$262K +3,135 New
WFAG
929
Worth Financial Advisory Group
North Carolina
$261K -$21.7K -260 -8%
PPWM
930
Perissos Private Wealth Management
Oklahoma
$260K +$260K +3,115 New
WWP
931
WR Wealth Planners
Missouri
$260K -$553K -6,622 -68%
KIA
932
KCM Investment Advisors
California
$259K -$6.52K -78 -2%
AWC
933
Adamsbrown Wealth Consultants
Kansas
$259K -$10.3K -123 -4%
LF
934
Lantz Financial
Illinois
$258K -$713K -8,530 -73%
FF
935
Fluent Financial
Texas
$258K – – –
CWM
936
Castle Wealth Management
Florida
$257K -$27.9K -334 -10%
TVM
937
True Vision MN
Minnesota
$257K -$269K -3,323 -51%
AA
938
Aire Advisors
California
$256K +$334 +4 +0.1%
STB
939
S&T Bank
Pennsylvania
$254K -$27.6K -331 -10%
VC
940
Vicus Capital
Pennsylvania
$253K -$17.5K -209 -6%
RCM
941
Rain Capital Management
Oregon
$252K -$9.11K -109 -3%
FNT
942
First National Trust
Pennsylvania
$249K -$75.2K -900 -23%
XWM
943
Xcel Wealth Management
Florida
$249K +$249K +2,981 New
CPSC
944
Carl P. Sherr & Co
Massachusetts
$248K – – –
IA
945
Insight Advisors
Pennsylvania
$248K +$669 +8 +0.3%
VCM
946
Vision Capital Management
Oregon
$243K – – –
CCG
947
Cypress Capital Group
Florida
$243K -$8.36K -100 -3%
TPWA
948
Twin Peaks Wealth Advisors
California
$242K -$128K -1,531 -35%
KFG
949
Kingdom Financial Group
Arizona
$242K +$10.4K +124 +4%
ESB
950
Essex Savings Bank
Connecticut
$242K – – –
36 37
38
39 40