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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.

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
1
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$479M
3
APF
3
Alaska Permanent Fund
Alaska
$416M
4
CCA
4
Carrera Capital Advisors
Michigan
$33.1M
5
SP
5
Symmetry Partners
Connecticut
$64.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$417M
3
Bank of America
3
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$25.6M 304,963 +62,739 +26%
CL
77
Choreo LLC
Illinois
$25.5M 304,999 +16,412 +6%
SIA
78
Sovereign Investment Advisors
Arizona
$25.3M 323,837 +2,365 +0.7%
TC
79
Trilogy Capital
California
$25M 297,602 +77,120 +35%
RIM
80
Rakuten Investment Management
Japan
$24.9M 296,603 -36,100 -11%
A
81
Allianz
Germany
$24.2M 288,295 – –
CFG
82
Citizens Financial Group
Rhode Island
$23.7M 282,721 -1,212 -0.4%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$23.5M 280,091 +1,742 +0.6%
MPW
84
MA Private Wealth
California
$23.2M 275,741 +1,231 +0.4%
CAL
85
Capital Advisors Ltd
Ohio
$22.1M 262,726 -3,501 -1%
MCM
86
MV Capital Management
Maryland
$22M 261,746 -10,836 -4%
CWM
87
Cornerstone Wealth Management
Missouri
$21.7M 258,639 -1,050 -0.4%
EWM
88
Executive Wealth Management
Michigan
$21.7M 258,044 -14,263 -5%
LWA
89
Lineweaver Wealth Advisors
Ohio
$21.4M 254,908 -4,351 -2%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$21.1M 250,380 +213,145 +572%
BPA
91
Beacon Pointe Advisors
California
$21M 249,534 -8,608 -3%
TC
92
Teilinger Capital
Texas
$20.2M 241,000 -239,000 -50%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$20.2M 240,547 -114,542 -32%
JAG
94
Journey Advisory Group
Kentucky
$20M 238,304 +7,082 +3%
CCP
95
Cassia Capital Partners
North Carolina
$20M 238,264 +1,925 +0.8%
RJT
96
Raymond James Trust
Florida
$19.9M 237,035 +9,545 +4%
AAS
97
Avantax Advisory Services
Texas
$19.7M 234,096 -12,343 -5%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$19.5M 232,184 +1,785 +0.8%
LWA
99
Lowe Wealth Advisors
Maryland
$19.5M 231,723 -4,569 -2%
AFC
100
Adaptive Financial Consulting
Ohio
$19M 226,332 +3,234 +1%
2 3
4
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