USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
976
Lion Street Advisors
Texas
$217K – – –
PFM
977
Patton Fund Management
Texas
$217K – – –
WP
978
WMS Partners
Maryland
$216K – – –
HAS
979
HBW Advisory Services
California
$216K – – –
CC
980
Courier Capital
New York
$215K – – –
RW
981
Regimen Wealth
Georgia
$215K +$215K +2,567 New
CAMV
982
Concord Asset Management (Virginia)
Virginia
$214K – – –
CCA
983
Clarity Capital Advisors
Florida
$211K +$211K +2,523 New
GHAM
984
Gilman Hill Asset Management
Connecticut
$210K +$210K +2,510 New
FDCDDQ
985
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K -$28.3K -338 -12%
AWM
986
Ameliora Wealth Management
Switzerland
$209K – – –
LI
987
LVZ Inc
Michigan
$208K +$208K +2,494 New
FVWA
988
Foster Victor Wealth Advisors
South Carolina
$207K -$5.29K -65 -2%
WAM
989
Weatherly Asset Management
California
$206K -$59.3K -710 -22%
WEG
990
World Equity Group
Illinois
$205K -$152K -1,823 -43%
BFIM
991
Beese Fulmer Investment Management
Ohio
$204K +$204K +2,442 New
SRWM
992
Shira Ridge Wealth Management
California
$204K -$172K -2,059 -46%
SL
993
Salomon & Ludwin
Virginia
$203K – – –
GFP
994
Gryphon Financial Partners
Ohio
$203K -$25.5K -305 -11%
SGCA
995
Steel Grove Capital Advisors
Tennessee
$202K +$202K +2,414 New
HCM
996
Hengehold Capital Management
Ohio
$201K +$201K +2,405 New
VFA
997
Valeo Financial Advisors
Indiana
$201K -$58.1K -714 -22%
BPWM
998
Badgley Phelps Wealth Managers
Washington
$201K +$201K +2,400 New
WT
999
Washington Trust
Rhode Island
$198K – – –
BF
1000
BOK Financial
Oklahoma
$198K -$1.67K -20 -0.8%
38 39
40
41 42