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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.

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

Top Sellers

1
RJA
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
976
Pinnacle Associates
New York
$230K -$8.04K -103 -3%
MFG
977
Magnus Financial Group
New York
$230K +$365 +4 +0.2%
LWM
978
Lodestone Wealth Management
Washington
$229K -$88.8K -973 -28%
JJBC
979
James J. Burns & Company
New York
$228K +$228K +2,495 New
LI
980
LVZ Inc
Michigan
$228K – – –
3F
981
360 Financial
Minnesota
$227K +$227K +2,481 New
RPWA
982
Regent Peak Wealth Advisors
Georgia
$226K – – –
HAS
983
HBW Advisory Services
California
$226K +$1K +11 +0.4%
MSFS
984
Main Street Financial Solutions
Pennsylvania
$224K +$548 +6 +0.2%
CAGAS
985
Capital Advisory Group Advisory Services
Minnesota
$223K – – –
BFIM
986
Beese Fulmer Investment Management
Ohio
$223K – – –
DG
987
DMC Group
Alabama
$222K +$222K +2,436 New
JSA
988
Jim Saulnier & Associates
Colorado
$221K +$221K +2,424 New
SGCA
989
Steel Grove Capital Advisors
Tennessee
$221K – – –
TWM
990
Trueblood Wealth Management
Ohio
$220K +$220K +2,414 New
CIP
991
Capital Insight Partners
Arizona
$220K +$220K +2,409 New
BPWM
992
Badgley Phelps Wealth Managers
Washington
$219K – – –
WKWM
993
Walter & Keenan Wealth Management
Indiana
$218K – – –
CA
994
Carson Advisory
Georgia
$217K -$1.64K -18 -0.8%
FWIA
995
Fort Washington Investment Advisors
Ohio
$217K -$2.28K -25 -1%
RW
996
Rockport Wealth
Ohio
$215K -$95K -1,040 -31%
CCP
997
Clarity Capital Partners
California
$214K +$214K +2,344 New
BF
998
BOK Financial
Oklahoma
$214K – – –
SA
999
Stewardship Advisors
Pennsylvania
$212K +$212K +2,327 New
CA
1000
Continuum Advisory
Idaho
$212K +$2.3K +25 +1%
38 39
40
41 42