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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,180 hedge funds and large institutions have $18.6B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 353 increasing their positions, 539 reducing their positions, and 57 closing their positions.

Holders
1,180
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
17.07%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.3%
New
95
Increased
353
Reduced
539
Closed
57
Calls
$831K
Puts
$2.47M
Net Calls
-$1.63M
Net Calls Change
+$5.71M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$172M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$70M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.99B
4
OPAM
4
Ocean Park Asset Management
California
$59.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$123M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$936M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$83.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$318M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$325M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
126
Cresset Asset Management
Illinois
$15M 164,430 +20,203 +14%
SPC
127
Sigma Planning Corp
Michigan
$14.8M 161,741 +3,128 +2%
WLPWM
128
Walled Lake Planning & Wealth Management
Illinois
$14.7M 161,099 +2,377 +1%
TWM
129
Trinity Wealth Management
Pennsylvania
$14.6M 159,794 +2,371 +2%
MCM
130
MAI Capital Management
Ohio
$14.6M 159,538 -5,722 -3%
UCFA
131
United Capital Financial Advisors
Texas
$14.2M 155,740 -3,538 -2%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$14.1M 154,045 -78,139 -34%
DC
133
Darrow Company
Massachusetts
$14M 153,662 +5,279 +4%
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
$14M 153,106 -168,095 -52%
WPIC
135
White Pine Investment Company
Michigan
$13.6M 148,901 -2,219 -1%
AAIM
136
Asset Advisors Investment Management
Georgia
$13.3M 146,127 +8,188 +6%
BC
137
Barrett & Company
Rhode Island
$13.3M 145,967 +8,964 +7%
SGI
138
Summit Global Investments
Utah
$13.3M 145,370 -2,113 -1%
FFS
139
Founders Financial Securities
Maryland
$13M 142,916 +38,602 +37%
AHC
140
Anderson Hoagland & Co
Missouri
$13M 143,229 -1,850 -1%
RWP
141
RWA Wealth Partners
Massachusetts
$13M 142,362 +142,362 New
IWMWV
142
Ironwood Wealth Management (West Virginia)
West Virginia
$12.9M 141,380 -59,951 -30%
EW
143
Enzi Wealth
Texas
$12.7M 137,010 +5,915 +5%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$12.6M 138,354 -7,270 -5%
CW
145
CreativeOne Wealth
Kansas
$12.5M 137,050 -6,145 -4%
OCBCO
146
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.2M 133,596 +133,596 New
TWM
147
Tradition Wealth Management
Minnesota
$12.2M 133,097 +4,528 +4%
DADC
148
D.A. Davidson & Co
Montana
$12M 131,331 +2,350 +2%
Two Sigma Advisers
149
Two Sigma Advisers
New York
$12M 131,200 +131,200 New
PCFFS
150
Pacific Center for Financial Services
California
$11.9M 130,466 -337 -0.3%
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