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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$623M
5
QWP
5
Quotient Wealth Partners
Texas
$60M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
3
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
GDS Wealth Management
Texas
$27.6M 353,766 -40,009 -10%
TC
77
Telemus Capital
Michigan
$27.4M 350,888 +26,036 +8%
WP
78
WealthSource Partners
California
$27.2M 349,094 -83,344 -19%
HPA
79
High Probability Advisors
New York
$27.2M 348,574 -3,383 -1%
Comerica Bank
80
Comerica Bank
Texas
$26.8M 343,654 -7,250 -2%
LS
81
Leelyn Smith
Illinois
$26.2M 335,802 -37,059 -10%
RIM
82
Rakuten Investment Management
Japan
$26.1M 335,103 +11,400 +4%
MCM
83
MAI Capital Management
Ohio
$25.6M 328,458 +1,853 +0.6%
SIA
84
Sovereign Investment Advisors
Arizona
$25.3M 323,837 -60,580 -16%
WAOI
85
Wealth Advisors of Iowa
Iowa
$24.8M 318,286 -9,322 -3%
AC
86
Apella Capital
Connecticut
$24.8M 317,911 -17,363 -5%
KAS
87
Kestra Advisory Services
Texas
$24.1M 308,578 -19,514 -6%
CCP
88
Cassia Capital Partners
North Carolina
$23.8M 305,439 -76,561 -20%
Barclays
89
Barclays
United Kingdom
$23.7M 303,231 +110,934 +58%
NA
90
Nottingham Advisors
New York
$23.6M 336,032 -2,371 -0.7%
IWS
91
Insight Wealth Strategies
California
$22.9M 293,965 -25,057 -8%
CFG
92
Citizens Financial Group
Rhode Island
$22.8M 292,485 -9,273 -3%
AAS
93
Avantax Advisory Services
Texas
$22.7M 290,755 -29,500 -9%
CL
94
Choreo LLC
Illinois
$22.3M 285,636 -28,099 -9%
TLFA
95
True Link Financial Advisors
California
$22.1M 283,807 +37,582 +15%
MCM
96
MV Capital Management
Maryland
$22.1M 283,102 -3,697 -1%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$22M 282,354 -9,939 -3%
BPA
98
Beacon Pointe Advisors
California
$21.8M 278,833 -61,289 -18%
M&T Bank
99
M&T Bank
New York
$21.5M 275,533 -231,575 -46%
CAL
100
Capital Advisors Ltd
Ohio
$21.2M 272,117 -4,856 -2%
2 3
4
5 6