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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.

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
1
Horizon Investments
North Carolina
$172M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$70M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.99B
4
OPAM
4
Ocean Park Asset Management
California
$59.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$123M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$325M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$27.2M 297,502 -45,345 -13%
CL
77
Choreo LLC
Illinois
$27M 295,823 -9,176 -3%
RIM
78
Rakuten Investment Management
Japan
$26.6M 291,703 -4,900 -2%
SWP
79
Stratos Wealth Partners
Ohio
$26.5M 290,570 -17,232 -6%
AllianceBernstein
80
AllianceBernstein
Tennessee
$26.3M 287,960 -23,798 -8%
TC
81
Trilogy Capital
California
$26M 285,234 -12,368 -4%
SIA
82
Sovereign Investment Advisors
Arizona
$26M 284,538 -39,299 -12%
CFG
83
Citizens Financial Group
Rhode Island
$25.5M 279,541 -3,180 -1%
RCAG
84
Rehmann Capital Advisory Group
Michigan
$25.2M 276,121 -3,970 -1%
Citigroup
85
Citigroup
New York
$24.2M 265,224 -60,409 -19%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$23.7M 259,960 +19,413 +8%
CWM
87
Cornerstone Wealth Management
Missouri
$23.6M 258,611 -28 -0%
CAL
88
Capital Advisors Ltd
Ohio
$23.3M 255,527 -7,199 -3%
LWA
89
Lineweaver Wealth Advisors
Ohio
$23.1M 253,242 -1,666 -0.7%
MCM
90
MV Capital Management
Maryland
$22.9M 250,757 -10,989 -4%
WDL
91
Well Done LLC
Michigan
$22.9M 250,574 +35,262 +16%
BPA
92
Beacon Pointe Advisors
California
$21.9M 239,731 -9,803 -4%
LWA
93
Lowe Wealth Advisors
Maryland
$21.2M 231,921 +198 +0.1%
CCP
94
Cassia Capital Partners
North Carolina
$21.1M 230,591 -7,673 -3%
AAS
95
Avantax Advisory Services
Texas
$20.7M 227,238 -6,858 -3%
BSSFA
96
Baron Silver Stevens Financial Advisors
Florida
$20.7M 226,484 +471 +0.2%
AFC
97
Adaptive Financial Consulting
Ohio
$20.7M 226,260 -72 -0%
SA
98
Sanctuary Advisors
Indiana
$20.4M 218,074 -9,555 -4%
VA
99
Valmark Advisers
Ohio
$20.1M 219,949 +1,484 +0.7%
SWP
100
Summit Wealth Partners
Florida
$20.1M 219,886 -2,520 -1%
2 3
4
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