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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.85%
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
Morgan Stanley
New York
+$1.61B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$296M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$63.7M
5
VI
Vestcor Inc
New Brunswick, Canada
+$58.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$566M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
3
Bank of America
Bank of America
North Carolina
-$441M
4
Osaic Holdings
Osaic Holdings
Arizona
-$253M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
976
Valeo Financial Advisors
Indiana
$248K -$178K -2,281 -42%
KIA
977
KCM Investment Advisors
California
$248K -$88.3K -1,132 -26%
WAM
978
Weatherly Asset Management
California
$248K – – –
WMG
979
WESCAP Management Group
California
$247K – – –
SPI
980
Sutton Place Investors
New York
$246K -$120K -1,536 -33%
JJBC
981
James J. Burns & Company
New York
$244K -$9.74K -125 -4%
NCM
982
NCM Capital Management
New Jersey
$244K +$244K +3,126 New
RCM
983
Rain Capital Management
Oregon
$244K -$8.43K -108 -3%
SFP
984
Sandbox Financial Partners
Maryland
$243K +$780 +10 +0.3%
ACM
985
Alamar Capital Management
California
$243K – – –
ESB
986
Essex Savings Bank
Connecticut
$242K – – –
TI
987
Truepoint Inc
Ohio
$242K -$35.3K -453 -13%
FF
988
Fluent Financial
Texas
$241K – – –
FI
989
FWG Investments
Kentucky
$240K +$240K +3,075 New
BNP Paribas Financial Markets
990
BNP Paribas Financial Markets
France
$239K +$203K +2,600 +560%
HPM
991
Hoxton Planning & Management
West Virginia
$239K -$740K -9,471 -76%
AA
992
Aire Advisors
California
$238K -$9.91K -127 -4%
CCG
993
Cypress Capital Group
Florida
$234K -$34.1K -437 -13%
SFA
994
Semmax Financial Advisors
North Carolina
$232K +$49.8K +625 +27%
CPSC
995
Carl P. Sherr & Co
Massachusetts
$231K -$15.5K -199 -6%
RCM
996
Raleigh Capital Management
North Carolina
$230K -$135K -1,733 -37%
IA
997
Insight Advisors
Pennsylvania
$230K -$52.2K -669 -18%
PA
998
Pinnacle Associates
New York
$230K -$78 -1 -0%
GWM
999
GSB Wealth Management
Connecticut
$230K -$30.6K -392 -12%
VCM
1000
Vision Capital Management
Oregon
$227K +$227K +2,908 New
38 39
40
41 42