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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$479M
3
APF
3
Alaska Permanent Fund
Alaska
$416M
4
CCA
4
Carrera Capital Advisors
Michigan
$33.1M
5
SP
5
Symmetry Partners
Connecticut
$64.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$417M
3
Bank of America
3
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
126
United Capital Financial Advisors
Texas
$13.4M 159,278 -3,858 -2%
WLPWM
127
Walled Lake Planning & Wealth Management
Illinois
$13.3M 158,722 +6,077 +4%
SPC
128
Sigma Planning Corp
Michigan
$13.3M 158,613 -1,117 -0.7%
TWM
129
Trinity Wealth Management
Pennsylvania
$13.2M 157,423 +1,677 +1%
WPIC
130
White Pine Investment Company
Michigan
$12.7M 151,120 -1,859 -1%
DC
131
Darrow Company
Massachusetts
$12.5M 148,383 -477 -0.3%
Goldman Sachs
132
Goldman Sachs
New York
$12.4M 147,758 +91,443 +162%
SGI
133
Summit Global Investments
Utah
$12.4M 147,483 -5,513 -4%
Lido Advisors
134
Lido Advisors
California
$12.3M 146,179 -1,200 -0.8%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$12.2M 145,624 -2,890 -2%
AHC
136
Anderson Hoagland & Co
Missouri
$12.2M 145,079 +4,469 +3%
CA
137
Clearstead Advisors
Ohio
$12.1M 144,467 -1,500 -1%
CAM
138
Cresset Asset Management
Illinois
$12.1M 144,227 -10,080 -7%
CW
139
CreativeOne Wealth
Kansas
$12M 143,195 -9,699 -6%
NA
140
Nottingham Advisors
New York
$11.7M 138,760 -105,697 -43%
AAIM
141
Asset Advisors Investment Management
Georgia
$11.6M 137,939 +137,939 New
BC
142
Barrett & Company
Rhode Island
$11.5M 137,003 +6,629 +5%
MWA
143
Meridian Wealth Advisors
Texas
$11.4M 135,923 -1,286 -0.9%
AWM
144
Axxcess Wealth Management
California
$11.4M 135,905 -9,186 -6%
CIA
145
Concurrent Investment Advisors
Florida
$11.3M 134,470 +102,178 +316%
CAAS
146
Capital Asset Advisory Services
Michigan
$11.2M 133,842 -11,514 -8%
EW
147
Enzi Wealth
Texas
$11M 131,095 +1,452 +1%
PCFFS
148
Pacific Center for Financial Services
California
$11M 130,803 +1,542 +1%
DADC
149
D.A. Davidson & Co
Montana
$10.8M 128,981 -736 -0.6%
TWM
150
Tradition Wealth Management
Minnesota
$10.8M 128,569 +15,619 +14%
4 5
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