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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 %
PCS
1001
Private Client Services
Kentucky
$227K +$227K +2,906 New
SEIA
1002
Signature Estate & Investment Advisors
California
$226K +$226K +2,898 New
CCB
1003
Cutter & Co Brokerage
Missouri
$226K -$17.5K -224 -7%
HS
1004
Horan Securities
United States
$225K +$225K +2,885 New
PPWP
1005
Premier Path Wealth Partners
New Jersey
$225K +$225K +2,882 New
TF
1006
Theory Financial
Colorado
$225K -$85.9K -1,101 -28%
WA
1007
Waverly Advisors
Alabama
$222K -$375K -4,802 -63%
FDCDDQ
1008
Federation des caisses Desjardins du Quebec
Quebec, Canada
$222K -$13K -167 -6%
SF
1009
Synovus Financial
Georgia
$221K -$545K -6,978 -71%
BCMLT
1010
Beacon Capital Management LLC (Tennessee)
Tennessee
$221K -$8.61K -119 -4%
CCG
1011
Catalina Capital Group
California
$220K +$220K +2,818 New
USCWA
1012
U.S. Capital Wealth Advisors
Texas
$220K -$42K -538 -16%
PCP
1013
Proficio Capital Partners
Massachusetts
$218K – – –
TCMP
1014
Thrive Capital Management (Pennsylvania)
Pennsylvania
$217K -$14K -179 -6%
LSA
1015
Lion Street Advisors
Texas
$217K -$91.5K -1,172 -30%
KFG
1016
Kingdom Financial Group
Arizona
$217K -$140K -1,792 -39%
PCA
1017
Providence Capital Advisors
North Carolina
$217K +$86.8K +1,113 +67%
HAS
1018
HBW Advisory Services
California
$216K +$545 +7 +0.3%
BTW
1019
Boston Trust Walden
Massachusetts
$216K – – –
MIM
1020
MTM Investment Management
South Carolina
$216K – – –
HIS
1021
Harvest Investment Services
Illinois
$215K +$215K +778 New
FA
1022
FSA Advisors
Michigan
$215K +$215K +2,753 New
B
1023
Bridgeworth
Alabama
$214K +$214K +2,749 New
RPWA
1024
Regent Peak Wealth Advisors
Georgia
$214K -$158K -2,026 -42%
GFP
1025
Gryphon Financial Partners
Ohio
$213K +$213K +2,734 New
39 40
41
42 43