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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$479M
3
APF
3
Alaska Permanent Fund
Alaska
$416M
4
CCA
4
Carrera Capital Advisors
Michigan
$33.1M
5
SP
5
Symmetry Partners
Connecticut
$64.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$417M
3
Bank of America
3
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
APW
1101
Acima Private Wealth
Virginia
$18.5K 220 – –
SN
1102
Sittner & Nelson
Oregon
$18.1K 216 – –
KFP
1103
Keener Financial Planning
Texas
$18K 224 -90 -29%
QC
1104
Quent Capital
New York
$17.9K 213 -46 -18%
AWM
1105
Atticus Wealth Management
Florida
$16.5K 197 -63 -24%
BL
1106
BFSG LLC
California
$16.4K 195 -955 -83%
CJ
1107
Caitlin John
Michigan
$15.9K 189 – –
RDFA
1108
Ritter Daniher Financial Advisory
Ohio
$15.4K 184 – –
LOIP
1109
Live Oak Investment Partners
Texas
– – – –
CPG
1110
Cornerstone Planning Group
New Jersey
$15.2K 180 -285 -61%
PWMG
1111
Prestige Wealth Management Group
New Jersey
$14.4K 172 – –
CA
1112
Crewe Advisors
Utah
$14.3K 171 – –
PFA
1113
Pathway Financial Advisers
Indiana
$13.5K 162 +102 +170%
LFA
1114
Legend Financial Advisors
Pennsylvania
$13.1K 156 – –
CCMI
1115
Creative Capital Management Investments
California
$13K 155 +155 New
AW
1116
Avion Wealth
Texas
$13K 161 – –
FCA
1117
FinTrust Capital Advisors
South Carolina
$12.1K 144 – –
FDCP
1118
Foster Dykema Cabot & Partners
Massachusetts
$12K 143 – –
FIM
1119
FWL Investment Management
Texas
$12K 143 +143 New
GFPC
1120
Global Financial Private Client
Florida
$11.9K 142 -129 -48%
AWM
1121
Activest Wealth Management
Florida
$11.5K 137 +137 New
NMG
1122
New Millennium Group
Utah
$11.5K 137 +137 New
PMFA
1123
Plante Moran Financial Advisors
Michigan
$10.9K 130 – –
RWMG
1124
Redwood Wealth Management Group
New Jersey
$10.5K 125 +125 New
OWA
1125
Opal Wealth Advisors
New York
$10.2K 121 +121 New
43 44
45
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