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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 %
CA
151
Clearstead Advisors
Ohio
$11.8M 129,772 -14,695 -10%
B
152
Birchbrook
Maine
$11.7M 128,337 +4,763 +4%
FPW
153
Flagship Private Wealth
Massachusetts
$11.7M 128,139 +13,803 +12%
SP
154
Symmetry Partners
Connecticut
$11.7M 127,830 -641,402 -83%
CIA
155
Concurrent Investment Advisors
Florida
$11.6M 127,036 -7,434 -6%
Two Sigma Investments
156
Two Sigma Investments
New York
$11.6M 126,600 +126,600 New
GKWIM
157
Gerber Kawasaki Wealth & Investment Management
California
$11.5M 126,118 -731 -0.6%
Lido Advisors
158
Lido Advisors
California
$11.4M 124,948 -21,231 -15%
KL
159
KilterHowling LLC
Colorado
$11.4M 124,357 +2,131 +2%
MWA
160
Meridian Wealth Advisors
Texas
$11.3M 124,045 -11,878 -9%
IWM
161
IHT Wealth Management
Illinois
$11.3M 123,940 +35,879 +41%
MCC
162
Money Concepts Capital
Florida
$11.2M 122,178 +4,058 +3%
GWAG
163
Garrett Wealth Advisory Group
Texas
$10.9M 119,817 +2,617 +2%
KL
164
KWMG LLC
Kansas
$10.9M 119,478 +191 +0.2%
SAMC
165
Spectrum Asset Management (California)
California
$10.8M 118,553 +822 +0.7%
WCM
166
Winthrop Capital Management
Indiana
$10.8M 118,129 +72 +0.1%
FFA
167
Fortune Financial Advisors
Kansas
$10.8M 117,871 -9 -0%
CP
168
Capital Planning
Washington
$10.7M 117,013 -417 -0.4%
GRP
169
Global Retirement Partners
California
$10.6M 115,700 +73,454 +174%
Goldman Sachs
170
Goldman Sachs
New York
$10.6M 115,608 -32,150 -22%
VCP
171
Verus Capital Partners
Arizona
$10.4M 113,919 -1,870 -2%
MA
172
Modus Advisors
Minnesota
$10.4M 113,847 -2,969 -3%
Citadel Advisors
173
Citadel Advisors
Florida
$10.1M 110,993 +43,256 +64%
MPW
174
MA Private Wealth
California
$10.1M 110,781 -164,960 -60%
NEI
175
Northwest & Ethical Investments
Ontario, Canada
$10M 109,700 +56,000 +104%
5 6
7
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