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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.

New
Increased
Maintained
Reduced
Closed
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
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$479M
3
APF
Alaska Permanent Fund
Alaska
$416M
4
SP
Symmetry Partners
Connecticut
$64.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$824M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
3
Bank of America
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
976
Signet Financial Management
New Jersey
$201K -$1.64M -19,483 -89%
CA
977
Carson Advisory
Georgia
$201K +$201K +2,393 New
WKWM
978
Walter & Keenan Wealth Management
Indiana
$200K +$200K +2,385 New
FDCDDQ
979
Federation des caisses Desjardins du Quebec
Quebec, Canada
$198K -$12.1K -144 -6%
BF
980
BOK Financial
Oklahoma
$198K -$1.68K -20 -0.8%
SFA
981
Semmax Financial Advisors
North Carolina
$196K -$87 -1 -0%
CA
982
Continuum Advisory
Idaho
$191K +$4.03K +48 +2%
TIM
983
Tortoise Investment Management
New York
$187K -$5.12K -61 -3%
GEA
984
Glen Eagle Advisors
New Jersey
$183K +$84 +1 +0%
PCA
985
Providence Capital Advisors
North Carolina
$183K – – –
BEI
986
Benjamin Edwards Inc
Missouri
$180K -$7.24K -86 -4%
Simplex Trading
987
Simplex Trading
Illinois
$178K +$178K +2,123 New
HBW
988
Hazlett, Burt & Watson
West Virginia
$175K +$5.98K +71 +4%
SWC
989
Spectrum Wealth Counsel
Indiana
$174K -$2.65M -31,558 -94%
ST
990
Smithfield Trust
Pennsylvania
$173K – – –
DJSG
991
D.J. St. Germain
Massachusetts
$162K +$50.3K +599 +45%
WP
992
WealthShield Partners
North Carolina
$162K -$326K -3,878 -67%
AWA
993
Alaska Wealth Advisors
Alaska
$159K -$84 -1 -0.1%
AIM
994
Anchor Investment Management
South Carolina
$157K +$336 +4 +0.2%
ATS
995
Ashton Thomas Securities
New York
$143K +$143K +1,703 New
KFI
996
Key Financial Inc
Pennsylvania
$141K -$35.3K -421 -20%
GI
997
GAMMA Investing
California
$141K – – –
SC
998
Stephens Consulting
Michigan
$138K +$84 +1 +0.1%
FHA
999
First Horizon Advisors
Tennessee
$138K -$309K -3,675 -69%
OAJ
1000
Ogorek Anthony Joseph
New York
$135K +$502 +6 +0.4%
38 39
40
41 42