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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 %
HFA
1126
Hershey Financial Advisers
Pennsylvania
$9.82K 117 +117 New
PP
1127
PFS Partners
New Jersey
$9.16K 109 – –
RIL
1128
Rothschild Investment LLC
Illinois
$8.23K 98 – –
IGWM
1129
ICA Group Wealth Management
Colorado
$7.92K 94 -3,252 -97%
FAM
1130
Family Asset Management
South Carolina
$7.39K 88 – –
AWM
1131
AllSquare Wealth Management
New York
$7.39K 88 – –
TFA
1132
Transamerica Financial Advisors
Florida
$7K 73 – –
TAM
1133
Tucker Asset Management
Colorado
$6.97K 83 – –
VWM
1134
Venturi Wealth Management
Texas
$6.89K 82 -76 -48%
JWM
1135
Janiczek Wealth Management
Colorado
$6.8K 81 +38 +88%
KWAG
1136
Kiely Wealth Advisory Group
North Carolina
$6.14K 71 – –
CFS
1137
CGC Financial Services
Oregon
$5.71K 68 -67 -50%
SIS
1138
Sound Income Strategies
Florida
$5.38K 64 -1,502 -96%
BHWM
1139
Bay Harbor Wealth Management
Maryland
$5.37K 64 – –
ACA
1140
American Capital Advisory
Idaho
$5.07K 65 -1,186 -95%
PWA
1141
Provenance Wealth Advisors
Florida
$4.28K 51 +51 New
DF
1142
Dunhill Financial
United Kingdom
$4.2K 50 – –
FHC
1143
First Heartland Consultants
Missouri
$3.48K 41,483 -4,565 -10%
IRC
1144
Investors Research Corp
Georgia
$3.44K 41 – –
OLVIG
1145
Oliver Lagore Vanvalin Investment Group
Michigan
$3.37K 40 -31 -44%
RIA
1146
Realta Investment Advisors
Delaware
$3.27K 39 -94 -71%
BWL
1147
Bogart Wealth LLC
Virginia
$3.19K 38 -141 -79%
M
1148
MOTCO
Texas
$3.19K 38 – –
ZRP
1149
Zynergy Retirement Planning
New Jersey
$2.77K 33 +33 New
PB
1150
Pinnacle Bancorp
Nebraska
$2.77K 33 +33 New
44 45
46
47 48