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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 %
TSWM
176
Tyler-Stone Wealth Management
Ohio
$9.83M 107,602 +52,084 +94%
SFS
177
Sowell Financial Services
Arkansas
$9.79M 107,237 +3,306 +3%
BWM
178
Brickley Wealth Management
California
$9.73M 106,533 -2,353 -2%
MA
179
MONECO Advisors
Connecticut
$9.67M 105,859 +712 +0.7%
Macquarie Group
180
Macquarie Group
Australia
$9.54M 104,463 +104,463 New
AL
181
Aspiriant LLC
California
$9.53M 104,321 -117 -0.1%
NFG
182
Nations Financial Group
Iowa
$9.51M 104,176 -326 -0.3%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$9.46M 103,596 -450,633 -81%
AA
184
Ancora Advisors
Ohio
$9.45M 103,536 -2,636 -2%
BA
185
Bellwether Advisors
Nebraska
$9.43M 103,257 +237 +0.2%
CGF
186
Constant Guidance Financial
Massachusetts
$9.4M 102,910 +102,910 New
JWCA
187
J.W. Cole Advisors
Florida
$9.27M 101,507 +1,934 +2%
BRG
188
Bay Rivers Group
Virginia
$9.21M 100,834 -211 -0.2%
BS
189
Banco Santander
Spain
$9.19M 100,623 +1,424 +1%
KNFPWM
190
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$9.18M 100,502 -18,187 -15%
MWM
191
MorganRosel Wealth Management
Colorado
$9.16M 100,316 +1,831 +2%
NEPWA
192
New England Private Wealth Advisors
Massachusetts
$9.12M 99,904 +1,919 +2%
RPCA
193
Running Point Capital Advisors
California
$9.09M 99,584 -5,406 -5%
SCA
194
Snowden Capital Advisors
New York
$9.06M 99,209 +963 +1%
BB
195
Berkshire Bank
Massachusetts
$9.03M 98,881 +34,326 +53%
FHB
196
First Hawaiian Bank
Hawaii
$8.99M 98,510 -1,256 -1%
PA
197
Parallel Advisors
California
$8.78M 96,117 -2,812 -3%
PS
198
Principal Securities
Iowa
$8.75M 95,820 -20,190 -17%
FEG
199
Financial Enhancement Group
Indiana
$8.69M 119,723 +119,723 New
JE
200
JMAC Enterprises
Pennsylvania
$8.67M 94,994 +4,342 +5%
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