USMV icon

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 %
FCA
1126
FinTrust Capital Advisors
South Carolina
$12K -$43.3K -518 -78%
FDCP
1127
Foster Dykema Cabot & Partners
Massachusetts
$12K – – –
CFS
1128
CGC Financial Services
Oregon
$11.3K – – –
RIA
1129
Realta Investment Advisors
Delaware
$11.1K +$11.1K +133 New
PMFA
1130
Plante Moran Financial Advisors
Michigan
$10.9K +$6.94K +83 +177%
BBPWM
1131
Blue Bell Private Wealth Management
Pennsylvania
$10.4K +$1.09K +13 +12%
LWCFA
1132
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.22K +$9.22K +114 New
PP
1133
PFS Partners
New Jersey
$9.08K +$83 +1 +0.9%
RIL
1134
Rothschild Investment LLC
Illinois
$8.19K – – –
WPWM
1135
Western Pacific Wealth Management
Illinois
$8.11K -$96.4K -1,153 -92%
AWM
1136
AllSquare Wealth Management
New York
$7.36K – – –
FAM
1137
Family Asset Management
South Carolina
$7.36K – – –
TFA
1138
Transamerica Financial Advisors
Florida
$7K -$6.52K -68 -48%
EWM
1139
EPG Wealth Management
Georgia
$6.94K -$3.51K -42 -34%
TAM
1140
Tucker Asset Management
Colorado
$6.94K – – –
CSB
1141
City State Bank
Iowa
$6K +$6K +71 New
OLVIG
1142
Oliver Lagore Vanvalin Investment Group
Michigan
$5.94K -$41.2K -493 -87%
KWAG
1143
Kiely Wealth Advisory Group
North Carolina
$5.77K – – –
BHWM
1144
Bay Harbor Wealth Management
Maryland
$5.35K -$865K -10,347 -99%
DFA
1145
DHJJ Financial Advisors
Illinois
$5.1K – – –
PFA
1146
Pathway Financial Advisers
Indiana
$5.08K -$7.53K -89 -60%
PCMC
1147
Planning Capital Management Corporation
Pennsylvania
$4.51K +$4.51K +54 New
DF
1148
Dunhill Financial
United Kingdom
$4.18K – – –
NCM
1149
Northwest Capital Management
Oregon
$3.59K – – –
JWM
1150
Janiczek Wealth Management
Colorado
$3.59K – – –
44 45
46
47 48