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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 %
IB
126
Intrust Bank
Kansas
$15M -$155K -1,857 -1%
ACM
127
Armbruster Capital Management
New York
$14.6M -$135K -1,615 -0.9%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$14.5M +$696K +8,322 +5%
LRIA
129
Leonard Rickey Investment Advisors
Washington
$14.4M +$139K +1,666 +1%
MNG
130
Manning & Napier Group
New York
$13.7M -$13.2M – –
UCFA
131
United Capital Financial Advisors
Texas
$13.6M -$7.4M -88,493 -35%
AWM
132
AE Wealth Management
Kansas
$13.4M -$55.2M -659,887 -80%
SPC
133
Sigma Planning Corp
Michigan
$13.4M +$7.63M +91,325 +134%
OPAM
134
Ocean Park Asset Management
California
$13.1M -$2.69M -32,200 -17%
TWM
135
Trinity Wealth Management
Pennsylvania
$13M +$224K +2,676 +2%
CAM
136
Cresset Asset Management
Illinois
$12.9M +$2.05M +24,584 +19%
SGI
137
Summit Global Investments
Utah
$12.8M +$5.82M +69,646 +84%
WPIC
138
White Pine Investment Company
Michigan
$12.8M +$45.6K +545 +0.4%
CW
139
CreativeOne Wealth
Kansas
$12.8M +$1.64M +19,675 +15%
WLPWM
140
Walled Lake Planning & Wealth Management
Illinois
$12.8M +$691K +8,273 +6%
DC
141
Darrow Company
Massachusetts
$12.4M -$613K -7,336 -5%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$12.4M -$967K -11,568 -7%
Lido Advisors
143
Lido Advisors
California
$12.3M -$1.79M -21,425 -13%
AWM
144
Axxcess Wealth Management
California
$12.1M -$548K -6,557 -4%
CA
145
Clearstead Advisors
Ohio
$12.1M -$356K -4,290 -3%
CFO
146
Custos Family Office
Texas
$12.1M +$102K +1,223 +0.9%
CAAS
147
Capital Asset Advisory Services
Michigan
$12M -$167K -2,025 -1%
LFA
148
Legacy Financial Advisors
Kentucky
$12M -$36.8M -440,661 -75%
PS
149
Principal Securities
Iowa
$12M +$855K +10,229 +8%
KNFPWM
150
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$11.9M -$3.13M -37,420 -21%
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