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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 %
PAI
1151
Pittenger & Anderson Inc
Nebraska
$1.43K 17 – –
CIA
1152
Cape Investment Advisory
Georgia
$1.43K 17 -10 -37%
AA
1153
AlphaMark Advisors
Kentucky
$1K 6 +6 New
PFM
1154
Phillips Financial Management
Indiana
$677 8 – –
HPC
1155
HM Payson & Co
Maine
$672 8 +8 New
CTB
1156
Country Trust Bank
Illinois
$252 3 +3 New
Fidelity International
1157
Fidelity International
Bermuda
– – -463,861 Closed
WAOI
1158
Wealth Advisors of Iowa
Iowa
– – -184,154 Closed
Mirae Asset Global Investments
1159
Mirae Asset Global Investments
South Korea
– – -110,000 Closed
MC
1160
McMorgan & Co
California
– – -92,806 Closed
GAA
1161
Global Assets Advisory
Florida
– – -80,365 Closed
HF
1162
HRT Financial
New York
– – -76,404 Closed
ICMARC
1163
International City Management Association Retirement Corp
District of Columbia
– – -58,996 Closed
KFGK
1164
Keystone Financial Group (Kentucky)
Kentucky
– – -39,986 Closed
LNC
1165
Lincoln National Corp
Pennsylvania
– – -36,148 Closed
CBFP
1166
Cedar Brook Financial Partners
Ohio
– – -35,705 Closed
TRCT
1167
Tower Research Capital (TRC)
New York
– – -35,476 Closed
1832 Asset Management
1168
1832 Asset Management
Ontario, Canada
– – -33,820 Closed
HCM
1169
Highview Capital Management
Illinois
– – -33,223 Closed
BFG
1170
Buttonwood Financial Group
Missouri
– – -30,209 Closed
SIAS
1171
Summit Investment Advisory Services
Minnesota
– – -26,900 Closed
NL
1172
NWAM LLC
Washington
– – -21,744 Closed
ES
1173
Eagle Strategies
New York
– – -16,769 Closed
HIC
1174
Hartline Investment Corp
Illinois
– – -14,312 Closed
AC
1175
Avestar Capital
New York
– – -14,027 Closed
45 46
47
48 49