USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.92%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$99.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62.8M
3
MCM
3
MAI Capital Management
Ohio
$45.4M
4
LPL Financial
4
LPL Financial
California
$505M
5
SFA
5
Sequoia Financial Advisors
Ohio
$25.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.48B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$548M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.04B
4
HI
4
Horizon Investments
North Carolina
$60.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
101
AllianceBernstein
Tennessee
$18.8M -$6.74M -75,856 -26%
SA
102
Sanctuary Advisors
Indiana
$18.7M -$1.41M -15,220 -7%
SPWG
103
Syntegra Private Wealth Group
Missouri
$18.6M +$137K +1,541 +0.7%
Creative Planning
104
Creative Planning
Kansas
$18.5M -$105K -1,187 -0.6%
FWM
105
FFT Wealth Management
Pennsylvania
$18.4M – – –
Comerica Bank
106
Comerica Bank
Texas
$17.9M -$585K -6,589 -3%
IAA
107
Independent Advisor Alliance
North Carolina
$17.9M +$17.9M +201,156 New
SWP
108
Summit Wealth Partners
Florida
$17.7M -$1.77M -19,979 -9%
WAOI
109
Wealth Advisors of Iowa
Iowa
$17M -$2.38M -26,790 -12%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$16.9M +$294K +3,319 +2%
S
111
SimplyRich
California
$16.7M -$118K -1,331 -0.7%
IB
112
Intrust Bank
Kansas
$15.9M +$72.4K +815 +0.5%
LRIA
113
Leonard Rickey Investment Advisors
Washington
$15.5M +$74K +833 +0.5%
Capstone Investment Advisors
114
Capstone Investment Advisors
New York
$15.1M -$11.5M -129,955 -43%
WLPWM
115
Walled Lake Planning & Wealth Management
Illinois
$14.8M +$449K +5,052 +3%
TWM
116
Trinity Wealth Management
Pennsylvania
$14.6M +$436K +4,911 +3%
TCM
117
TD Capital Management
Tennessee
$14.6M -$462K -5,200 -3%
ACM
118
Armbruster Capital Management
New York
$14.6M -$38.2K -430 -0.3%
LS
119
Leelyn Smith
Illinois
$14.1M -$546K -6,148 -4%
M&T Bank
120
M&T Bank
New York
$14.1M -$2.81M -31,630 -17%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$14M +$152K +1,692 +1%
SPC
122
Sigma Planning Corp
Michigan
$13.9M -$452K -5,091 -3%
DC
123
Darrow Company
Massachusetts
$13.8M +$112K +1,256 +0.8%
AAIM
124
Asset Advisors Investment Management
Georgia
$13.6M +$634K +7,135 +5%
UCFA
125
United Capital Financial Advisors
Texas
$13.5M -$367K -4,129 -3%
3 4
5
6 7