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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.93%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$99.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62.8M
3
MCM
3
MAI Capital Management
Ohio
$45.4M
4
LPL Financial
4
LPL Financial
California
$505M
5
SFA
5
Sequoia Financial Advisors
Ohio
$25.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.48B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$548M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.04B
4
HI
4
Horizon Investments
North Carolina
$60.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$24.9M -$1.6M -17,997 -6%
CFG
77
Citizens Financial Group
Rhode Island
$24.3M -$481K -5,415 -2%
AC
78
Apella Capital
Connecticut
$23.5M -$4.86M -54,754 -17%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$23.4M -$1.09M -12,329 -4%
CWM
80
Cornerstone Wealth Management
Missouri
$22.9M -$19.1K -215 -0.1%
WDL
81
Well Done LLC
Michigan
$22.9M – – –
Citigroup
82
Citigroup
New York
$22.6M -$933K -10,503 -4%
CAL
83
Capital Advisors Ltd
Ohio
$22.5M -$218K -2,453 -1%
EWM
84
Executive Wealth Management
Michigan
$22.2M -$5.74M -64,649 -21%
OPAM
85
Ocean Park Asset Management
California
$21.6M -$36.6M -412,318 -63%
MCM
86
MV Capital Management
Maryland
$21.4M -$821K -9,247 -4%
PAS
87
Park Avenue Securities
New York
$21.2M +$4.37M +49,180 +26%
LWA
88
Lineweaver Wealth Advisors
Ohio
$20.8M -$1.67M -18,791 -7%
AAS
89
Avantax Advisory Services
Texas
$20.4M +$249K +2,804 +1%
VA
90
Valmark Advisers
Ohio
$20.2M +$626K +7,047 +3%
LWA
91
Lowe Wealth Advisors
Maryland
$20.1M -$458K -5,158 -2%
BSSFA
92
Baron Silver Stevens Financial Advisors
Florida
$20.1M -$51.9K -585 -0.3%
CCP
93
Cassia Capital Partners
North Carolina
$20M -$452K -5,086 -2%
AFC
94
Adaptive Financial Consulting
Ohio
$20M -$111K -1,252 -0.6%
JAG
95
Journey Advisory Group
Kentucky
$19.7M – – –
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$19.5M +$10.4M +116,581 +113%
SP
97
Symmetry Partners
Connecticut
$19.4M +$8.03M +90,465 +71%
BPA
98
Beacon Pointe Advisors
California
$19.3M -$1.96M -22,090 -9%
CFO
99
Custos Family Office
Texas
$19.2M +$1.18M +13,251 +7%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$18.9M -$4.14M -46,657 -18%
2 3
4
5 6