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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 %
TFM
926
Trademark Financial Management
Minnesota
$244K -$64.1K -763 -21%
IA
927
Insight Advisors
Pennsylvania
$243K -$5.8K -69 -2%
QPWM
928
Quadrant Private Wealth Management
Pennsylvania
$240K -$356K -4,245 -60%
CC
929
Courier Capital
New York
$237K +$20.7K +247 +10%
KFS
930
Kelly Financial Services
Massachusetts
$236K -$1.02M -12,103 -81%
PCP
931
Proficio Capital Partners
Massachusetts
$235K – – –
GWM
932
GSB Wealth Management
Connecticut
$235K -$8.31K -99 -3%
BTW
933
Boston Trust Walden
Massachusetts
$232K – – –
MIM
934
MTM Investment Management
South Carolina
$232K – – –
IF
935
Integrity Financial
Wyoming
$232K -$36.5K -435 -14%
LIM
936
Leavell Investment Management
Alabama
$231K +$231K +2,749 New
NCM
937
NCM Capital Management
New Jersey
$229K – – –
TI
938
Trexquant Investment
Connecticut
$229K -$163K -1,942 -42%
PP
939
Patten & Patten
Tennessee
$228K -$42K -500 -16%
DIA
940
Dana Investment Advisors
Wisconsin
$228K -$36.3K -432 -14%
ORG
941
Optimist Retirement Group
Washington
$228K – – –
CCG
942
Cypress Capital Group
Florida
$227K -$16.8K -200 -7%
SVWG
943
Shared Vision Wealth Group
United States
$227K -$111K -1,322 -33%
WH
944
Willner & Heller
California
$226K +$756 +9 +0.3%
OWM
945
Opes Wealth Management
California
$226K +$420 +5 +0.2%
HCA
946
Harbour Capital Advisors
Virginia
$226K – – –
PCS
947
Private Client Services
Kentucky
$224K +$336 +4 +0.2%
LSA
948
Lion Street Advisors
Texas
$220K -$13.3K -158 -6%
FVWA
949
Foster Victor Wealth Advisors
South Carolina
$220K -$346 -4 -0.2%
GC
950
Guidance Capital
Kentucky
$220K +$220K +2,526 New
36 37
38
39 40