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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 %
MAM
1001
Montchanin Asset Management
Delaware
$212K +$212K +2,327 New
COCM
1002
Charter Oak Capital Management
New Hampshire
$212K +$212K +2,321 New
PP
1003
Patten & Patten
Tennessee
$212K -$36.5K -400 -15%
SSI
1004
Scott & Selber Inc
Texas
$211K +$211K +2,311 New
SL
1005
Salomon & Ludwin
Virginia
$211K -$11K -121 -5%
TI
1006
Trexquant Investment
Connecticut
$211K -$38K -416 -15%
NRI
1007
NFP Retirement Inc
California
$209K -$179K -1,962 -46%
SFA
1008
Semmax Financial Advisors
North Carolina
$209K – – –
BCG
1009
Breakwater Capital Group
New Jersey
$206K +$206K +2,255 New
CMI
1010
Clare Market Investments
Texas
$206K +$206K +2,255 New
PWP
1011
Principle Wealth Partners
Connecticut
$205K +$205K +2,247 New
SIM
1012
Stratos Investment Management
Ohio
$204K +$204K +2,236 New
CIA
1013
Capital Investment Advisors
Georgia
$203K +$203K +2,223 New
TIM
1014
Tortoise Investment Management
New York
$203K – – –
FFWM
1015
Future Financial Wealth Management
Ohio
$201K +$201K +2,198 New
CHA
1016
Cooper/Haims Advisors
New York
$200K +$200K +2,194 New
GEA
1017
Glen Eagle Advisors
New Jersey
$200K +$183 +2 +0.1%
PCA
1018
Providence Capital Advisors
North Carolina
$199K – – –
HBW
1019
Hazlett, Burt & Watson
West Virginia
$190K +$819 +9 +0.4%
ST
1020
Smithfield Trust
Pennsylvania
$185K – – –
AIM
1021
Anchor Investment Management
South Carolina
$181K +$10.2K +112 +6%
GI
1022
GAMMA Investing
California
$181K +$27.2K +298 +18%
RIL
1023
Rothschild Investment LLC
Illinois
$168K +$159K +1,746 +1,782%
AWA
1024
Alaska Wealth Advisors
Alaska
$159K -$13.2K -145 -8%
WP
1025
WealthShield Partners
North Carolina
$157K -$19.3K -211 -11%
39 40
41
42 43