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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$172M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$70M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.99B
4
OPAM
4
Ocean Park Asset Management
California
$59.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$123M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$325M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
1176
Cape Investment Advisory
Georgia
$1.55K 17 – –
LWMI
1177
Legacy Wealth Management (Idaho)
Idaho
$1.21K 13 +13 New
LIS
1178
Legacy Investment Solutions
Idaho
$1.21K 13 +13 New
PFM
1179
Phillips Financial Management
Indiana
$740 8 – –
CTB
1180
Country Trust Bank
Illinois
$274 3 – –
CMP
1181
Coston McIsaac & Partners
Maine
$118 1,293 – –
OLVIG
1182
Oliver Lagore Vanvalin Investment Group
Michigan
$99 1 -39 -98%
TC
1183
Teilinger Capital
Texas
– – -241,000 Closed
CCMG
1184
Clark Capital Management Group
Pennsylvania
– – -88,944 Closed
Jane Street
1185
Jane Street
New York
– – -83,809 Closed
OIM
1186
Opus Investment Management
Massachusetts
– – -60,560 Closed
MHS
1187
M Holdings Securities
Oregon
– – -55,062 Closed
GIS
1188
Grayhawk Investment Strategies
Alberta, Canada
– – -42,164 Closed
SFC
1189
Strategic Financial Concepts
Texas
– – -41,826 Closed
SG Americas Securities
1190
SG Americas Securities
New York
– – -40,164 Closed
CG
1191
Cynosure Group
Utah
– – -35,890 Closed
IAIM
1192
International Assets Investment Management
Florida
– – -24,944 Closed
FFWA
1193
Forthright Family Wealth Advisory
Texas
– – -20,625 Closed
Renaissance Technologies
1194
Renaissance Technologies
New York
– – -16,300 Closed
MWA
1195
Midland Wealth Advisors
Illinois
– – -16,115 Closed
ARC
1196
Advisor Resource Council
Texas
– – -13,876 Closed
ACM
1197
Andina Capital Management
Utah
– – -12,840 Closed
LWL
1198
Leo Wealth LLC
Texas
– – -8,121 Closed
ACM
1199
Advisors Capital Management
New Jersey
– – -7,659 Closed
MWM
1200
Maripau Wealth Management
Indiana
– – -7,390 Closed
46 47
48
49 50