USMV icon

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 %
WLPWM
151
Walled Lake Planning & Wealth Management
Illinois
$11.3M 144,372 +4,911 +4%
CFO
152
Custos Family Office
Texas
$11.2M 143,117 +17,629 +14%
AHC
153
Anderson Hoagland & Co
Missouri
$10.9M 139,340 +2,721 +2%
MWA
154
Meridian Wealth Advisors
Texas
$10.8M 139,025 -25,488 -15%
EW
155
Enzi Wealth
Texas
$10.8M 135,148 -19,206 -12%
SAG
156
SageView Advisory Group
California
$10.7M 132,880 -140,027 -51%
Citadel Advisors
157
Citadel Advisors
Florida
$10.6M 136,241 -107,809 -44%
FIA
158
Foundations Investment Advisors
Arizona
$10.4M 129,568 -182,755 -59%
CW
159
CreativeOne Wealth
Kansas
$10.4M 133,219 +14,224 +12%
PS
160
Principal Securities
Iowa
$10.4M 132,796 +132,796 New
GKWIM
161
Gerber Kawasaki Wealth & Investment Management
California
$10.3M 131,962 -3,809 -3%
JC
162
JB Capital
Connecticut
$10.2M 130,649 -147,128 -53%
SFS
163
Sowell Financial Services
Arkansas
$10.2M 130,474 +82,799 +174%
CAM
164
Cresset Asset Management
Illinois
$10.1M 129,723 +4,399 +4%
AA
165
Ancora Advisors
Ohio
$10.1M 128,885 -9,888 -7%
BC
166
Barrett & Company
Rhode Island
$10M 128,361 +1,880 +1%
PCFFS
167
Pacific Center for Financial Services
California
$9.96M 127,628 -2,410 -2%
GWAG
168
Garrett Wealth Advisory Group
Texas
$9.82M 125,807 -8,811 -7%
MA
169
Modus Advisors
Minnesota
$9.52M 122,061 -4,417 -3%
FFA
170
Fortune Financial Advisors
Kansas
$9.51M 121,824 +1,566 +1%
GWSG
171
GPS Wealth Strategies Group
Colorado
$9.47M 121,391 -8,867 -7%
KL
172
KilterHowling LLC
Colorado
$9.42M 117,257 +3,752 +3%
Mirae Asset Global Investments
173
Mirae Asset Global Investments
South Korea
$9.35M 120,000 – –
FHB
174
First Hawaiian Bank
Hawaii
$9.29M 119,112 -1,085 -0.9%
EL
175
EWA LLC
Pennsylvania
$9.27M 115,354 +9,725 +9%
5 6
7
8 9