USMV icon

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 %
CFS
951
Commonwealth Financial Services
West Virginia
$219K +$219K +2,607 New
PFM
952
Patton Fund Management
Texas
$218K – – –
WP
953
WMS Partners
Maryland
$217K – – –
WGCA
954
Wolf Group Capital Advisors
Virginia
$217K +$217K +2,585 New
CAMV
955
Concord Asset Management (Virginia)
Virginia
$215K – – –
QCM
956
Quantinno Capital Management
New York
$214K +$214K +2,547 New
CCA
957
Clarity Capital Advisors
Florida
$213K +$756 +9 +0.4%
FB
958
Fulton Bank
Pennsylvania
$212K +$212K +2,524 New
Financial Engines Advisors
959
Financial Engines Advisors
California
$212K -$7.06K -84 -3%
MFG
960
Magnus Financial Group
New York
$211K -$163K -1,946 -44%
AWM
961
Ameliora Wealth Management
Switzerland
$210K – – –
LI
962
LVZ Inc
Michigan
$209K – – –
GFP
963
Gryphon Financial Partners
Ohio
$208K +$3.95K +47 +2%
RPWA
964
Regent Peak Wealth Advisors
Georgia
$208K -$22.4K -267 -10%
HAS
965
HBW Advisory Services
California
$207K -$26.3K -313 -11%
VFA
966
Valeo Financial Advisors
Indiana
$206K -$1.01K -12 -0.5%
MSFS
967
Main Street Financial Solutions
Pennsylvania
$205K -$19K -226 -8%
CAGAS
968
Capital Advisory Group Advisory Services
Minnesota
$205K +$205K +2,446 New
BFIM
969
Beese Fulmer Investment Management
Ohio
$205K – – –
FGAM
970
Financial Gravity Asset Management
Texas
$205K -$411K -4,901 -67%
SL
971
Salomon & Ludwin
Virginia
$204K – – –
SGCA
972
Steel Grove Capital Advisors
Tennessee
$203K +$756 +9 +0.4%
HCM
973
Hengehold Capital Management
Ohio
$202K – – –
BPWM
974
Badgley Phelps Wealth Managers
Washington
$202K – – –
FWIA
975
Fort Washington Investment Advisors
Ohio
$201K +$201K +2,397 New
37 38
39
40 41