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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$93.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$69.6M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
OPAM
Ocean Park Asset Management
California
+$50M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$534M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$202M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
926
KCM Investment Advisors
California
$276K -$7.31K -80 -3%
TWP
927
Tempus Wealth Planning
California
$274K -$46.1K -505 -14%
JWBC
928
J.W. Burns & Co
New York
$274K -$18.3K -200 -6%
TSS
929
Two Sigma Securities
New York
$274K +$274K +2,998 New
IA
930
Insight Advisors
Pennsylvania
$273K +$9.22K +101 +3%
FNT
931
First National Trust
Pennsylvania
$272K – – –
CPSC
932
Carl P. Sherr & Co
Massachusetts
$271K – – –
EWM
933
Evercore Wealth Management
New York
$270K +$270K +2,955 New
WHG
934
Westwood Holdings Group
Texas
$268K +$268K +2,940 New
CC
935
Courier Capital
New York
$267K +$9.59K +105 +4%
TFM
936
Trademark Financial Management
Minnesota
$267K +$1.55K +17 +0.6%
VCM
937
Vision Capital Management
Oregon
$266K – – –
IWN
938
Independent Wealth Network
Iowa
$263K -$3.38K -37 -1%
CB
939
Community Bank
New York
$262K -$495K -5,420 -65%
WP
940
WealthPLAN Partners
Nebraska
$262K -$51.5K -564 -16%
CB
941
Cadence Bank
Mississippi
$260K -$28.2K -309 -10%
FLPIM
942
F.L. Putnam Investment Management
Massachusetts
$260K -$44.1K -483 -15%
GFP
943
Gryphon Financial Partners
Ohio
$258K +$32.3K +354 +14%
DIA
944
Dana Investment Advisors
Wisconsin
$258K +$10K +110 +4%
SFC
945
SYM Financial Corp
Indiana
$256K -$20.5K -225 -7%
KFS
946
Kelly Financial Services
Massachusetts
$256K -$183 -2 -0.1%
GWM
947
GSB Wealth Management
Connecticut
$256K +$365 +4 +0.1%
PCP
948
Proficio Capital Partners
Massachusetts
$256K – – –
VFA
949
Valeo Financial Advisors
Indiana
$255K +$30.3K +332 +14%
BTW
950
Boston Trust Walden
Massachusetts
$253K – – –
36 37
38
39 40