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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 %
XWM
1201
Xcel Wealth Management
Florida
– – -2,981 Closed
TPWA
1202
Twin Peaks Wealth Advisors
California
– – -2,901 Closed
KFG
1203
Kingdom Financial Group
Arizona
– – -2,901 Closed
Betterment LLC
1204
Betterment LLC
New York
– – -2,876 Closed
COCM
1205
Charter Oak Capital Management
New Hampshire
– – -2,844 Closed
AWM
1206
Aspire Wealth Management
Massachusetts
– – -2,823 Closed
JC
1207
JB Capital
Connecticut
– – -2,718 Closed
MHB
1208
Midwest Heritage Bank
Iowa
– – -2,706 Closed
SA
1209
SpiderRock Advisors
Delaware
– – -2,667 Closed
MCA
1210
MSH Capital Advisors
Arizona
– – -2,650 Closed
WWM
1211
WJ Wealth Management
Arizona
– – -2,642 Closed
BCM
1212
BlueCrest Capital Management
Jersey
– – -2,600 Closed
MWM
1213
Modera Wealth Management
New Jersey
– – -2,596 Closed
RW
1214
Regimen Wealth
Georgia
– – -2,567 Closed
GHAM
1215
Gilman Hill Asset Management
Connecticut
– – -2,510 Closed
WAM
1216
Weatherly Asset Management
California
– – -2,466 Closed
WEG
1217
World Equity Group
Illinois
– – -2,457 Closed
SRWM
1218
Shira Ridge Wealth Management
California
– – -2,436 Closed
FFWM
1219
Future Financial Wealth Management
Ohio
– – -2,198 Closed
GIA
1220
Goodwin Investment Advisory
Georgia
– – -1,451 Closed
MAWCM
1221
Mine & Arao Wealth Creation & Management
California
– – -1,204 Closed
WIC
1222
Woodmont Investment Counsel
Tennessee
– – -966 Closed
LWANC
1223
Laurel Wealth Advisors (North Carolina)
North Carolina
– – -797 Closed
VL
1224
Vima LLC
Michigan
– – -739 Closed
NMM
1225
Naples Money Management
Florida
– – -491 Closed
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