USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$623M
5
QWP
5
Quotient Wealth Partners
Texas
$60M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
3
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
MPW
101
MA Private Wealth
California
$21.1M 270,131 -72,138 -21%
SWP
102
Summit Wealth Partners
Florida
$20.4M 260,850 -14,843 -5%
LWA
103
Lineweaver Wealth Advisors
Ohio
$20.4M 260,818 -26,420 -9%
CWM
104
Cornerstone Wealth Management
Missouri
$20.1M 257,902 -13,163 -5%
EWM
105
Executive Wealth Management
Michigan
$20.1M 257,773 -180,463 -41%
UCFA
106
United Capital Financial Advisors
Texas
$19.6M 251,629 +32,196 +15%
TWC
107
TD Waterhouse Canada
Ontario, Canada
$18.5M 218,043 +7,399 +4%
JAG
108
Journey Advisory Group
Kentucky
$18.5M 237,614 -1,326 -0.6%
LWA
109
Lowe Wealth Advisors
Maryland
$18.5M 237,248 -12,492 -5%
TC
110
Trilogy Capital
California
$18.3M 235,073 -21,419 -8%
BSSFA
111
Baron Silver Stevens Financial Advisors
Florida
$18.3M 234,624 -2,607 -1%
WDL
112
Well Done LLC
Michigan
$17.9M 229,589 -9,267 -4%
SYBT
113
Stock Yards Bank & Trust
Kentucky
$17.6M 225,555 -8,705 -4%
AFC
114
Adaptive Financial Consulting
Ohio
$17.2M 220,054 -969 -0.4%
Citigroup
115
Citigroup
New York
$17M 217,288 -5,630 -3%
RJT
116
Raymond James Trust
Florida
$16.9M 216,850 -4,335 -2%
VA
117
Valmark Advisers
Ohio
$16.6M 212,211 -10,565 -5%
FWM
118
FFT Wealth Management
Pennsylvania
$16.2M 207,455 – –
FWI
119
Facet Wealth Inc
Maryland
$16.2M 201,836 +91,222 +82%
SPWG
120
Syntegra Private Wealth Group
Missouri
$15.9M 203,227 -3,434 -2%
TCM
121
TD Capital Management
Tennessee
$15.8M 202,733 -1,756 -0.9%
Creative Planning
122
Creative Planning
Kansas
$15.8M 202,431 -22,364 -10%
IWMWV
123
Ironwood Wealth Management (West Virginia)
West Virginia
$15.7M 200,633 -356 -0.2%
DWM
124
Dakota Wealth Management
Florida
$15M 192,825 +9,399 +5%
S
125
SimplyRich
California
$14.8M 189,578 +189,578 New
3 4
5
6 7