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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 %
OC
1051
Oakworth Capital
Alabama
$81K -$39.6K -474 -33%
WIC
1052
Woodmont Investment Counsel
Tennessee
$80.7K +$80.7K +966 New
SCA
1053
Stuart Chaussee & Associates
California
$79.1K – – –
JFA
1054
JNBA Financial Advisors
Minnesota
$71K – – –
JHCP
1055
Jackson Hole Capital Partners
Oklahoma
$69.7K – – –
ITIM
1056
Indiana Trust & Investment Management
Indiana
$67.8K +$53.6K +641 +377%
FP
1057
Financial Perspectives
Minnesota
$67.5K +$22.6K +270 +50%
LWANC
1058
Laurel Wealth Advisors (North Carolina)
North Carolina
$66.6K +$66.6K +797 New
SMFG
1059
Sumitomo Mitsui Financial Group
Japan
$63.8K -$11.7K -140 -16%
SA
1060
Scarborough Advisors
Maryland
$63.6K -$316K -3,783 -83%
T
1061
Tidemark
California
$63.5K -$55.5K -664 -47%
LC
1062
Lindbrook Capital
California
$62.6K -$77.6K -928 -55%
USB
1063
Union Savings Bank
Connecticut
$61.8K – – –
GWANC
1064
Guardian Wealth Advisors (North Carolina)
North Carolina
$58.8K – – –
CWM
1065
Compass Wealth Management
Connecticut
$58.5K – – –
VAG
1066
VisionPoint Advisory Group
Texas
$57.2K -$18.8K -225 -25%
SSB
1067
Sandy Spring Bank
Maryland
$56.4K -$4.93K -59 -8%
CP
1068
Castleview Partners
Texas
$54.1K +$13.8K +165 +34%
VL
1069
Vima LLC
Michigan
$53.7K -$436 -6 -0.8%
HCP
1070
Hexagon Capital Partners
Arkansas
$52.6K -$3.68K -44 -7%
ETS
1071
ESL Trust Services
New York
$51.3K +$51.3K +614 New
AP
1072
Aspect Partners
Virginia
$50.5K – – –
SIM
1073
Studio Investment Management
Illinois
$46.6K +$46.6K +557 New
CSC
1074
Caldwell Sutter Capital
California
$44.2K -$9.78K -117 -18%
EW
1075
Element Wealth
Mississippi
$43.8K – – –
41 42
43
44 45