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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 %
FI
1226
FWG Investments
Kentucky
– -$240K -3,075 Closed
HPM
1227
Hoxton Planning & Management
West Virginia
– -$239K -3,058 Closed
RCM
1228
Raleigh Capital Management
North Carolina
– -$230K -2,952 Closed
SEIA
1229
Signature Estate & Investment Advisors
California
– -$226K -2,898 Closed
PPWP
1230
Premier Path Wealth Partners
New Jersey
– -$225K -2,882 Closed
TF
1231
Theory Financial
Colorado
– -$225K -2,881 Closed
CCG
1232
Catalina Capital Group
California
– -$220K -2,818 Closed
USCWA
1233
U.S. Capital Wealth Advisors
Texas
– -$220K -2,815 Closed
TCMP
1234
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$217K -2,787 Closed
FA
1235
FSA Advisors
Michigan
– -$215K -2,753 Closed
MWA
1236
Monograph Wealth Advisors
California
– -$212K -2,723 Closed
CFG
1237
Cooper Financial Group
California
– -$207K -2,656 Closed
EWA
1238
Evolution Wealth Advisors
Florida
– -$205K -2,624 Closed
BDFN
1239
Bond & Devick Financial Network
Minnesota
– -$202K -2,587 Closed
DAS
1240
Dynamic Advisor Solutions
Arizona
– -$201K -2,579 Closed
GC
1241
Guidance Capital
Kentucky
– -$200K -2,556 Closed
TFG
1242
Team Financial Group
California
– -$170K -2,179 Closed
TSW
1243
Thompson Siegel & Walmsley
Virginia
– -$142K -1,825 Closed
SC
1244
Soundwatch Capital
Connecticut
– -$725K -1,797 Closed
Optiver Holding
1245
Optiver Holding
Netherlands
– -$137K -1,758 Closed
BMC
1246
Bear Mountain Capital
Washington
– -$118K -1,500 Closed
FWM
1247
Focused Wealth Management
New York
– -$115K -1,472 Closed
Simplex Trading
1248
Simplex Trading
Illinois
– -$91K -1,167 Closed
PS
1249
Planned Solutions
California
– -$63.1K -809 Closed
HIS
1250
Harvest Investment Services
Illinois
– -$215K -778 Closed
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