USMV icon

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 %
GKWIM
151
Gerber Kawasaki Wealth & Investment Management
California
$10.7M 126,849 -2,812 -2%
B
152
Birchbrook
Maine
$10.4M 123,574 +6,074 +5%
KL
153
KilterHowling LLC
Colorado
$10.3M 122,226 +2,093 +2%
KL
154
KWMG LLC
Kansas
$10M 119,287 +3,113 +3%
KNFPWM
155
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$9.97M 118,689 -24,009 -17%
MCC
156
Money Concepts Capital
Florida
$9.92M 118,120 +2,572 +2%
WCM
157
Winthrop Capital Management
Indiana
$9.91M 118,057 +566 +0.5%
FFA
158
Fortune Financial Advisors
Kansas
$9.9M 117,880 -1,062 -0.9%
SAMC
159
Spectrum Asset Management (California)
California
$9.88M 117,731 +966 +0.8%
CP
160
Capital Planning
Washington
$9.86M 117,430 +2,228 +2%
GWAG
161
Garrett Wealth Advisory Group
Texas
$9.84M 117,200 -3,162 -3%
MA
162
Modus Advisors
Minnesota
$9.81M 116,816 -1,933 -2%
PS
163
Principal Securities
Iowa
$9.74M 116,010 -27,015 -19%
VCP
164
Verus Capital Partners
Arizona
$9.72M 115,789 -1,713 -1%
FPW
165
Flagship Private Wealth
Massachusetts
$9.6M 114,336 +6,142 +6%
VI
166
Vestcor Inc
New Brunswick, Canada
$9.46M 112,677 -194,450 -63%
BWM
167
Brickley Wealth Management
California
$9.14M 108,886 -571 -0.5%
OPAM
168
Ocean Park Asset Management
California
$9.07M 108,024 -49,228 -31%
AA
169
Ancora Advisors
Ohio
$8.91M 106,172 -17,673 -14%
MA
170
MONECO Advisors
Connecticut
$8.83M 105,147 -2,762 -3%
RPCA
171
Running Point Capital Advisors
California
$8.81M 104,990 -3,888 -4%
NFG
172
Nations Financial Group
Iowa
$8.77M 104,502 +1,487 +1%
AL
173
Aspiriant LLC
California
$8.77M 104,438 -1,618 -2%
FFS
174
Founders Financial Securities
Maryland
$8.76M 104,314 -868 -0.8%
SFS
175
Sowell Financial Services
Arkansas
$8.73M 103,931 -20,543 -17%
5 6
7
8 9