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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 %
WWG
1176
West Wealth Group
California
– – -13,401 Closed
Macquarie Group
1177
Macquarie Group
Australia
– – -12,707 Closed
GM
1178
GeoWealth Management
Illinois
– – -10,694 Closed
OWMIAS
1179
One Wealth Management Investment & Advisory Services
Florida
– – -8,711 Closed
CPRC
1180
Consolidated Portfolio Review Corp
New York
– – -8,520 Closed
RCM
1181
Requisite Capital Management
Texas
– – -7,091 Closed
CWA
1182
CM Wealth Advisors
Ohio
– – -6,333 Closed
BWS
1183
Buck Wealth Strategies
Colorado
– – -5,908 Closed
DP
1184
Denver PWM
Colorado
– – -5,196 Closed
YIH
1185
Y-Intercept (HK)
Hong Kong
– – -5,108 Closed
LA
1186
LM Advisors
California
– – -5,035 Closed
CCM
1187
Crabel Capital Management
California
– – -5,000 Closed
TSS
1188
Two Sigma Securities
New York
– – -4,762 Closed
AWMNH
1189
Arcadia Wealth Management (New Hampshire)
New Hampshire
– – -4,530 Closed
SC
1190
Sierra Capital
Florida
– – -3,969 Closed
MIS
1191
Morningstar Investment Services
Illinois
– – -3,700 Closed
BP
1192
Ballentine Partners
Massachusetts
– – -3,662 Closed
MCIA
1193
Mountain Capital Investment Advisors
Colorado
– – -3,647 Closed
PPP
1194
Private Portfolio Partners
New Jersey
– – -3,527 Closed
WA
1195
Wealth Alliance
New York
– – -3,406 Closed
WPW
1196
Waldron Private Wealth
Pennsylvania
– – -3,197 Closed
TVM
1197
True Vision MN
Minnesota
– – -3,172 Closed
PWA
1198
Prairie Wealth Advisors
Nebraska
– – -3,135 Closed
CWM
1199
Castle Wealth Management
Florida
– – -3,077 Closed
VC
1200
Vicus Capital
Pennsylvania
– – -3,022 Closed
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