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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
17.86%
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 %
BWP
1101
Baldwin Wealth Partners
Massachusetts
$85K – – –
MIM
1102
Macroview Investment Management
Maryland
$84.2K -$11.3K -145 -12%
BLC
1103
Brown, Lisle/Cummings
Rhode Island
$80.2K – – –
LFG
1104
Larson Financial Group
Missouri
$80K +$2.03K +26 +3%
CSWM
1105
Cassady Schiller Wealth Management
Ohio
$77.7K – – –
BSB
1106
Bangor Savings Bank
Maine
$74.7K -$26.5K -339 -26%
SCA
1107
Stuart Chaussee & Associates
California
$73.8K – – –
VAG
1108
VisionPoint Advisory Group
Texas
$70.9K +$60.8K +779 +599%
SMFG
1109
Sumitomo Mitsui Financial Group
Japan
$70.5K -$3.59K -46 -5%
JFA
1110
JNBA Financial Advisors
Minnesota
$66.3K – – –
JHCP
1111
Jackson Hole Capital Partners
Oklahoma
$65.1K +$57K +730 +702%
PS
1112
Planned Solutions
California
$63.1K +$63.1K +809 New
CIA
1113
Cape Investment Advisory
Georgia
$61.5K -$48.3K -619 -44%
GA
1114
GoalVest Advisory
New York
$59.2K -$4.58M -58,716 -99%
RIM
1115
Rockbridge Investment Management
New York
$59.1K +$59.1K +757 New
VL
1116
Vima LLC
Michigan
$58.1K +$58.1K +745 New
USB
1117
Union Savings Bank
Connecticut
$57.7K – – –
SSB
1118
Sandy Spring Bank
Maryland
$57.3K +$11.7K +150 +26%
GWANC
1119
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.9K -$3.12K -40 -5%
CWM
1120
Compass Wealth Management
Connecticut
$54.6K – – –
HCP
1121
Hexagon Capital Partners
Arkansas
$52.5K +$3.43K +44 +7%
FCA
1122
FinTrust Capital Advisors
South Carolina
$51.7K -$85.4K -1,094 -62%
CSC
1123
Caldwell Sutter Capital
California
$50.4K – – –
CTC
1124
Central Trust Company
Missouri
$50K – – –
LOIP
1125
Live Oak Investment Partners
Texas
$47.2K -$43.8K – –
43 44
45
46 47