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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 %
BA
176
Bellwether Advisors
Nebraska
$8.65M 103,020 +540 +0.5%
BRG
177
Bay Rivers Group
Virginia
$8.48M 101,045 -842 -0.8%
FHB
178
First Hawaiian Bank
Hawaii
$8.38M 99,766 -2,996 -3%
LFA
179
Legacy Financial Advisors
Kentucky
$8.37M 99,715 -43,393 -30%
JWCA
180
J.W. Cole Advisors
Florida
$8.36M 99,573 +15,059 +18%
GIA
181
Gladstone Institutional Advisory
Florida
$8.34M 99,324 -2,057 -2%
BS
182
Banco Santander
Spain
$8.33M 99,199 +1,200 +1%
PA
183
Parallel Advisors
California
$8.31M 98,929 -10,859 -10%
MWM
184
MorganRosel Wealth Management
Colorado
$8.27M 98,485 -2,074 -2%
SCA
185
Snowden Capital Advisors
New York
$8.25M 98,246 -709 -0.7%
SAG
186
SageView Advisory Group
California
$8.24M 98,100 +98,100 New
NEPWA
187
New England Private Wealth Advisors
Massachusetts
$8.23M 97,985 +889 +0.9%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$7.89M 93,976 +79,408 +545%
PSCM
189
Per Stirling Capital Management
Texas
$7.83M 93,310 -2,683 -3%
CWM
190
Calamos Wealth Management
Illinois
$7.79M 92,828 – –
MA
191
Mutual Advisors
Nebraska
$7.78M 89,917 +32,561 +57%
William Blair & Company
192
William Blair & Company
Illinois
$7.77M 92,496 -894 -1%
SMG
193
Smart Money Group
Texas
$7.72M 88,683 -2,063 -2%
SKK
194
Shepherd Kaplan Krochuk
Massachusetts
$7.67M 91,324 -6,366 -7%
SCM
195
Sheridan Capital Management
California
$7.65M 91,276 -2,429 -3%
JE
196
JMAC Enterprises
Pennsylvania
$7.61M 90,652 +2,434 +3%
1WM
197
1900 Wealth Management
Texas
$7.47M 88,974 -19,026 -18%
CCMG
198
Clark Capital Management Group
Pennsylvania
$7.47M 88,944 -178,274 -67%
ECM
199
Evergreen Capital Management
Washington
$7.46M 88,820 +5,506 +7%
VHAM
200
Van Hulzen Asset Management
California
$7.43M 88,506 +20 +0%
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