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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 %
VCP
176
Verus Capital Partners
Arizona
$9.23M 118,257 +986 +0.8%
ICG
177
InterOcean Capital Group
Tennessee
$9.22M 118,178 +11,672 +11%
MFG
178
Merit Financial Group
Georgia
$9.17M 117,534 -26,657 -18%
WCM
179
Winthrop Capital Management
Indiana
$9.16M 117,405 +117,405 New
KL
180
KWMG LLC
Kansas
$8.96M 114,798 -111,403 -49%
FA
181
FDx Advisors
Illinois
$8.92M 114,260 -8,356 -7%
FFBTD
182
First Financial Bank - Trust Division
Ohio
$8.85M 113,367 -88,186 -44%
TWM
183
Tradition Wealth Management
Minnesota
$8.81M 112,962 +28,667 +34%
PA
184
Parallel Advisors
California
$8.8M 112,787 -21,903 -16%
MCC
185
Money Concepts Capital
Florida
$8.79M 112,587 +4,516 +4%
MA
186
MONECO Advisors
Connecticut
$8.76M 112,242 -5,742 -5%
1WM
187
1900 Wealth Management
Texas
$8.76M 112,231 -12,179 -10%
RPCA
188
Running Point Capital Advisors
California
$8.68M 111,176 -102,578 -48%
EC
189
EdgeRock Capital
Colorado
$8.6M 107,036 +21,131 +25%
FAIM
190
Financial Advocates Investment Management
Washington
$8.58M 99,911 +38,442 +63%
AL
191
Aspiriant LLC
California
$8.54M 109,501 -7,335 -6%
BWM
192
Brickley Wealth Management
California
$8.54M 109,431 -865 -0.8%
NFG
193
Nations Financial Group
Iowa
$8.35M 107,005 -758 -0.7%
SAMC
194
Spectrum Asset Management (California)
California
$8.23M 105,412 +51,731 +96%
CP
195
Capital Planning
Washington
$8.15M 104,456 +9,938 +11%
GIA
196
Gladstone Institutional Advisory
Florida
$8.14M 104,337 -133 -0.1%
BRG
197
Bay Rivers Group
Virginia
$8.14M 104,303 -443 -0.4%
AL
198
ADE LLC
Maryland
$8.07M 103,392 +813 +0.8%
MWM
199
MorganRosel Wealth Management
Colorado
$8.04M 103,088 +12,170 +13%
BA
200
Bellwether Advisors
Nebraska
$8.01M 102,589 -66 -0.1%
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8
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