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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 %
MWA
151
Meridian Wealth Advisors
Texas
$11.5M -$152K -1,816 -1%
AHC
152
Anderson Hoagland & Co
Missouri
$11.5M +$104K +1,270 +0.9%
BC
153
Barrett & Company
Rhode Island
$10.9M +$168K +2,013 +2%
DADC
154
D.A. Davidson & Co
Montana
$10.8M -$2.71M -32,385 -20%
GKWIM
155
Gerber Kawasaki Wealth & Investment Management
California
$10.8M -$192K -2,301 -2%
PCFFS
156
Pacific Center for Financial Services
California
$10.8M +$136K +1,633 +1%
FIA
157
Foundations Investment Advisors
Arizona
$10.7M -$99.2K -1,187 -0.9%
SFS
158
Sowell Financial Services
Arkansas
$10.4M -$502K -6,000 -5%
EW
159
Enzi Wealth
Texas
$10.4M -$440K -5,505 -4%
AA
160
Ancora Advisors
Ohio
$10.4M -$421K -5,040 -4%
BRWA
161
B. Riley Wealth Advisors
Florida
$10.2M +$6.1M +83,951 +150%
GWAG
162
Garrett Wealth Advisory Group
Texas
$10.1M -$455K -5,445 -4%
KL
163
KilterHowling LLC
Colorado
$10M +$240K +2,876 +2%
FFA
164
Fortune Financial Advisors
Kansas
$9.94M -$241K -2,882 -2%
ICG
165
InterOcean Capital Group
Tennessee
$9.93M +$54.8K +656 +0.6%
MA
166
Modus Advisors
Minnesota
$9.93M -$277K -3,312 -3%
VCP
167
Verus Capital Partners
Arizona
$9.82M -$63.1K -755 -0.6%
B
168
Birchbrook
Maine
$9.82M +$7.12M +85,183 +264%
WCM
169
Winthrop Capital Management
Indiana
$9.82M +$7.19K +86 +0.1%
SAMC
170
Spectrum Asset Management (California)
California
$9.76M +$949K +11,353 +11%
KL
171
KWMG LLC
Kansas
$9.71M +$115K +1,376 +1%
MCC
172
Money Concepts Capital
Florida
$9.66M +$247K +2,961 +3%
CP
173
Capital Planning
Washington
$9.63M +$898K +10,746 +10%
PAS
174
Park Avenue Securities
New York
$9.56M -$36M -430,798 -79%
TWM
175
Tradition Wealth Management
Minnesota
$9.44M -$1K -12 -0%
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