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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 %
WAOI
101
Wealth Advisors of Iowa
Iowa
$19.9M 218,147 +218,147 New
Jones Financial Companies
102
Jones Financial Companies
Missouri
$19.9M 218,286 +124,310 +132%
JAG
103
Journey Advisory Group
Kentucky
$19.7M 234,153 -4,151 -2%
RJT
104
Raymond James Trust
Florida
$19.3M 211,729 -25,306 -11%
Creative Planning
105
Creative Planning
Kansas
$19.1M 209,550 -595 -0.3%
Comerica Bank
106
Comerica Bank
Texas
$19.1M 208,744 -7,197 -3%
SPWG
107
Syntegra Private Wealth Group
Missouri
$19M 208,087 +4,166 +2%
FWM
108
FFT Wealth Management
Pennsylvania
$18.9M 207,455 – –
CFO
109
Custos Family Office
Texas
$18.5M 202,644 +11,977 +6%
WIA
110
World Investment Advisors
California
$17.5M 191,915 +141,167 +278%
M&T Bank
111
M&T Bank
New York
$17.3M 189,896 -17,810 -9%
S
112
SimplyRich
California
$17.3M 189,595 +697 +0.4%
PAS
113
Park Avenue Securities
New York
$17.3M 189,185 +169,014 +838%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$17.1M 187,402 +611 +0.3%
WMR
115
Wealth Management Resources
Rhode Island
$17M 186,276 +1,519 +0.8%
SYBT
116
Stock Yards Bank & Trust
Kentucky
$16.8M 183,938 -13,362 -7%
SC
117
Savant Capital
Illinois
$16.4M 179,345 +169,488 +1,719%
IB
118
Intrust Bank
Kansas
$16.3M 177,993 -1,878 -1%
AWE
119
Avidian Wealth Enterprises
Texas
$15.9M 173,645 +167,162 +2,578%
LRIA
120
Leonard Rickey Investment Advisors
Washington
$15.8M 173,475 +177 +0.1%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$15.5M 170,000 +170,000 New
TCM
122
TD Capital Management
Tennessee
$15.5M 169,482 -2,653 -2%
MNA
123
Manning & Napier Advisors
New York
$15.2M 166,935 +164 +0.1%
LS
124
Leelyn Smith
Illinois
$15.1M 165,484 -10,630 -6%
ACM
125
Armbruster Capital Management
New York
$15M 164,667 -7,396 -4%
3 4
5
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