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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
101
M&T Bank
New York
$20.5M -$2.56M -30,633 -11%
NA
102
Nottingham Advisors
New York
$20.4M -$7.65M -91,575 -27%
OIA
103
OneDigital Investment Advisors
Kansas
$20.2M -$18.2M -217,279 -47%
CCP
104
Cassia Capital Partners
North Carolina
$19.8M -$5.78M -69,100 -23%
LWA
105
Lowe Wealth Advisors
Maryland
$19.7M -$79.9K -956 -0.4%
JAG
106
Journey Advisory Group
Kentucky
$19.3M -$534K -6,392 -3%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$19.3M -$12.7M -152,419 -40%
BSSFA
108
Baron Silver Stevens Financial Advisors
Florida
$19.2M -$415K -4,968 -2%
RJT
109
Raymond James Trust
Florida
$19M +$889K +10,640 +5%
AFC
110
Adaptive Financial Consulting
Ohio
$18.6M +$254K +3,044 +1%
Comerica Bank
111
Comerica Bank
Texas
$18.6M -$10.1M -121,102 -35%
TC
112
Trilogy Capital
California
$18.4M -$1.22M -14,591 -6%
WDL
113
Well Done LLC
Michigan
$18.3M -$908K -10,860 -5%
VA
114
Valmark Advisers
Ohio
$17.7M -$48.4K -579 -0.3%
Creative Planning
115
Creative Planning
Kansas
$17.5M +$537K +6,428 +3%
FWM
116
FFT Wealth Management
Pennsylvania
$17.3M – – –
SYBT
117
Stock Yards Bank & Trust
Kentucky
$17.2M -$1.7M -20,359 -9%
SPWG
118
Syntegra Private Wealth Group
Missouri
$16.9M -$63.4K -759 -0.4%
DWM
119
Dakota Wealth Management
Florida
$16.4M +$288K +3,445 +2%
LS
120
Leelyn Smith
Illinois
$16.3M -$11.7M -140,182 -42%
IWMWV
121
Ironwood Wealth Management (West Virginia)
West Virginia
$16.3M -$36.8K -453 -0.2%
TCM
122
TD Capital Management
Tennessee
$16M -$946K -11,313 -6%
S
123
SimplyRich
California
$15.8M -$3.43K -41 -0%
WMR
124
Wealth Management Resources
Rhode Island
$15.5M +$234K +2,804 +2%
WAOI
125
Wealth Advisors of Iowa
Iowa
$15.4M -$11.2M -134,132 -42%
3 4
5
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