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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,271 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 338 increasing their positions, 527 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.92%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.09%
New
180
Increased
338
Reduced
527
Closed
61
Calls
$622K
Puts
$3.01M
Net Calls
-$2.39M
Net Calls Change
-$754K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$99.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62.8M
3
MCM
3
MAI Capital Management
Ohio
$45.4M
4
LPL Financial
4
LPL Financial
California
$505M
5
SFA
5
Sequoia Financial Advisors
Ohio
$25.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.48B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$548M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.04B
4
HI
4
Horizon Investments
North Carolina
$60.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWAG
151
Garrett Wealth Advisory Group
Texas
$10.6M -$73.8K -831 -0.7%
CA
152
Clearstead Advisors
Ohio
$10.6M -$966K -10,885 -8%
SYBT
153
Stock Yards Bank & Trust
Kentucky
$10.6M -$5.78M -65,055 -35%
WCM
154
Winthrop Capital Management
Indiana
$10.5M +$49.7K +560 +0.5%
CP
155
Capital Planning
Washington
$10.4M +$49.9K +562 +0.5%
Lido Advisors
156
Lido Advisors
California
$10.2M -$940K -10,592 -8%
VCP
157
Verus Capital Partners
Arizona
$10M -$97.3K -1,096 -1%
SAMC
158
Spectrum Asset Management (California)
California
$9.98M -$543K -6,118 -5%
MA
159
Modus Advisors
Minnesota
$9.83M -$276K -3,109 -3%
NEI
160
Northwest & Ethical Investments
Ontario, Canada
$9.74M – – –
BB
161
Berkshire Bank
Massachusetts
$9.72M +$941K +10,593 +11%
MPW
162
MA Private Wealth
California
$9.71M -$122K -1,375 -1%
NEPWA
163
New England Private Wealth Advisors
Massachusetts
$9.67M +$803K +9,040 +9%
Russell Investments Group
164
Russell Investments Group
United Kingdom
$9.56M -$58.5M -658,954 -86%
SFS
165
Sowell Financial Services
Arkansas
$9.49M -$28.4K -320 -0.3%
TSWM
166
Tyler-Stone Wealth Management
Ohio
$9.47M -$82K -924 -0.9%
BWM
167
Brickley Wealth Management
California
$9.46M – – –
MA
168
MONECO Advisors
Connecticut
$9.46M +$59K +665 +0.6%
AL
169
Aspiriant LLC
California
$9.29M +$31.3K +352 +0.3%
NFG
170
Nations Financial Group
Iowa
$9.29M +$40.9K +461 +0.4%
FFS
171
Founders Financial Securities
Maryland
$9.15M -$3.54M -39,870 -28%
BA
172
Bellwether Advisors
Nebraska
$9.12M -$44.7K -503 -0.5%
IWM
173
IHT Wealth Management
Illinois
$9.11M -$1.89M -21,296 -17%
JWCA
174
J.W. Cole Advisors
Florida
$9.06M +$44.1K +497 +0.5%
Goldman Sachs
175
Goldman Sachs
New York
$9.05M -$1.22M -13,694 -12%
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