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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,218 hedge funds and large institutions have $22.3B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 260 increasing their positions, 648 reducing their positions, and 69 closing their positions.

Holders
1,218
Holders Change
+78
Holders Change %
+6.84%
% of All Funds
17.86%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.55%
New
169
Increased
260
Reduced
648
Closed
69
Calls
$1.01M
Puts
$398K
Net Calls
+$608K
Net Calls Change
-$89K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.78B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$710M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$623M
5
QWP
5
Quotient Wealth Partners
Texas
$60M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.61B
3
Bank of America
3
Bank of America
North Carolina
$2.68B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$150M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
OPAM
126
Ocean Park Asset Management
California
$14.8M 189,452 +845 +0.4%
WMR
127
Wealth Management Resources
Rhode Island
$14.3M 182,692 +42,992 +31%
WFA
128
Wells Financial Advisors
Massachusetts
$14.2M 181,658 -8,553 -4%
IB
129
Intrust Bank
Kansas
$14.1M 181,170 -3,652 -2%
KNFPWM
130
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.1M 180,118 +180,118 New
ACM
131
Armbruster Capital Management
New York
$13.8M 176,673 +28,588 +19%
LRIA
132
Leonard Rickey Investment Advisors
Washington
$13.3M 171,049 +597 +0.4%
MNG
133
Manning & Napier Group
New York
– – – –
Lido Advisors
134
Lido Advisors
California
$13.2M 168,804 -12,474 -7%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$12.9M 165,719 +7,554 +5%
SAS
136
Sage Advisory Services
Texas
$12.7M 162,253 -207 -0.1%
DADC
137
D.A. Davidson & Co
Montana
$12.6M 162,102 -14,443 -8%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$12.5M 160,082 +7,677 +5%
Goldman Sachs
139
Goldman Sachs
New York
$12.5M 159,649 +75,122 +89%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$12.3M 157,899 +157,899 New
DC
141
Darrow Company
Massachusetts
$12.2M 156,196 +2,710 +2%
TWM
142
Trinity Wealth Management
Pennsylvania
$11.9M 153,070 -2,380 -2%
WPIC
143
White Pine Investment Company
Michigan
$11.9M 152,434 +668 +0.4%
AWM
144
Axxcess Wealth Management
California
$11.8M 151,648 -96,127 -39%
CA
145
Clearstead Advisors
Ohio
$11.7M 150,257 -155,401 -51%
CCMG
146
Clark Capital Management Group
Pennsylvania
$11.6M 148,487 -986,977 -87%
CAAS
147
Capital Asset Advisory Services
Michigan
$11.5M 147,381 -98,452 -40%
AWMS
148
Advocacy Wealth Management Services
Georgia
$11.4M 146,541 -646,076 -82%
AI
149
Atria Investments
North Carolina
$11.4M 146,346 -59,681 -29%
AMR
150
Asset Management Resources
Massachusetts
$11.3M 144,780 -3,104 -2%
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