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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 %
KP
1201
Keel Point
Alabama
– – -7,181 Closed
Tudor Investment Corp
1202
Tudor Investment Corp
Connecticut
– – -7,178 Closed
GI
1203
GLOBALT Investments
Georgia
– – -5,567 Closed
SW
1204
SVB Wealth
Massachusetts
– – -4,385 Closed
GBWM
1205
Granite Bay Wealth Management
New Hampshire
– – -4,318 Closed
HWMO
1206
Heritage Wealth Management (Ohio)
Ohio
– – -4,264 Closed
EFG
1207
Ehrlich Financial Group
California
– – -3,963 Closed
JF
1208
JSF Financial
California
– – -3,317 Closed
WHCI
1209
W.H. Cornerstone Investments
Massachusetts
– – -3,049 Closed
QC
1210
Quadrature Capital
United Kingdom
– – -3,037 Closed
WP
1211
WMS Partners
Maryland
– – -2,586 Closed
WGCA
1212
Wolf Group Capital Advisors
Virginia
– – -2,585 Closed
GC
1213
Guidance Capital
Kentucky
– – -2,526 Closed
AWM
1214
Ameliora Wealth Management
Switzerland
– – -2,500 Closed
HCM
1215
Hengehold Capital Management
Ohio
– – -2,405 Closed
SFM
1216
Signet Financial Management
New Jersey
– – -2,395 Closed
TWP
1217
Triad Wealth Partners
Kansas
– – -970 Closed
GLR
1218
Great Lakes Retirement
Ohio
– – -947 Closed
SA
1219
Scarborough Advisors
Maryland
– – -760 Closed
OCM
1220
Orion Capital Management
California
– – -700 Closed
VAG
1221
VisionPoint Advisory Group
Texas
– – -684 Closed
TFF
1222
The Family Firm
Maryland
– – -524 Closed
SIM
1223
Studio Investment Management
Illinois
– – -518 Closed
GI
1224
Gradient Investments
Minnesota
– – -498 Closed
FFL
1225
Financial Freedom LLC
Ohio
– – -480 Closed
46 47 48
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