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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 %
BSSFA
101
Baron Silver Stevens Financial Advisors
Florida
$19M 226,013 -3,643 -2%
SWP
102
Summit Wealth Partners
Florida
$18.7M 222,406 -28,242 -11%
SA
103
Sanctuary Advisors
Indiana
$18.4M 227,629 +227,629 New
VA
104
Valmark Advisers
Ohio
$18.3M 218,465 +6,833 +3%
Comerica Bank
105
Comerica Bank
Texas
$18.1M 215,941 -6,611 -3%
WDL
106
Well Done LLC
Michigan
$18.1M 215,312 -3,417 -2%
Creative Planning
107
Creative Planning
Kansas
$17.6M 210,145 +1,286 +0.6%
Squarepoint
108
Squarepoint
New York
$17.6M 209,102 -149,783 -42%
M&T Bank
109
M&T Bank
New York
$17.4M 207,706 -37,194 -15%
FWM
110
FFT Wealth Management
Pennsylvania
$17.4M 207,455 – –
SPWG
111
Syntegra Private Wealth Group
Missouri
$17.1M 203,921 +1,453 +0.7%
IWMWV
112
Ironwood Wealth Management (West Virginia)
West Virginia
$17.1M 201,331 +1,151 +0.6%
SYBT
113
Stock Yards Bank & Trust
Kentucky
$16.6M 197,300 -7,896 -4%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$16.3M 194,235 -45,862 -19%
CFO
115
Custos Family Office
Texas
$16M 190,667 +46,327 +32%
S
116
SimplyRich
California
$15.9M 188,898 -639 -0.3%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$15.7M 186,791 +12,750 +7%
WMR
118
Wealth Management Resources
Rhode Island
$15.5M 184,757 -739 -0.4%
IB
119
Intrust Bank
Kansas
$15.1M 179,871 +558 +0.3%
LS
120
Leelyn Smith
Illinois
$14.8M 176,114 -19,506 -10%
LRIA
121
Leonard Rickey Investment Advisors
Washington
$14.6M 173,298 +583 +0.3%
TCM
122
TD Capital Management
Tennessee
$14.5M 172,135 -19,285 -10%
ACM
123
Armbruster Capital Management
New York
$14.4M 172,063 -2,995 -2%
MNA
124
Manning & Napier Advisors
New York
$14M 166,771 +166,771 New
MCM
125
MAI Capital Management
Ohio
$13.9M 165,260 -161,205 -49%
3 4
5
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