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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 %
JE
176
JMAC Enterprises
Pennsylvania
$8.92M +$486K +5,476 +6%
BRG
177
Bay Rivers Group
Virginia
$8.9M -$49.4K -556 -0.6%
FHB
178
First Hawaiian Bank
Hawaii
$8.75M – – –
MWM
179
MorganRosel Wealth Management
Colorado
$8.74M -$165K -1,854 -2%
SCA
180
Snowden Capital Advisors
New York
$8.72M -$85.1K -958 -1%
WA
181
Win Advisors
Florida
$8.59M +$8.59M +96,724 New
BS
182
Banco Santander
Spain
$8.59M -$348K -3,915 -4%
SC
183
Savant Capital
Illinois
$8.52M -$7.41M -83,424 -47%
AA
184
Ancora Advisors
Ohio
$8.39M -$806K -9,076 -9%
ECM
185
Evergreen Capital Management
Washington
$8.36M +$588K +6,622 +8%
PA
186
Parallel Advisors
California
$8.32M -$211K -2,381 -2%
P
187
&Partners
Tennessee
$8.31M +$4.67M +52,392 +128%
CWM
188
Calamos Wealth Management
Illinois
$8.27M +$32.3K +364 +0.4%
SCM
189
Sheridan Capital Management
California
$8.22M +$152K +1,711 +2%
PS
190
Principal Securities
Iowa
$8.09M -$421K -4,738 -5%
VHAM
191
Van Hulzen Asset Management
California
$7.99M +$208K +2,343 +3%
ACA
192
Aptus Capital Advisors
Alabama
$7.97M +$2.99M +33,654 +60%
William Blair & Company
193
William Blair & Company
Illinois
$7.9M +$55.2K +622 +0.7%
GIA
194
Gladstone Institutional Advisory
Florida
$7.78M -$596K -6,709 -7%
KNFPWM
195
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.76M -$1.17M -13,140 -13%
KWA
196
Kingswood Wealth Advisors
California
$7.74M +$3.02M +34,066 +64%
KIG
197
Kennedy Investment Group
New Jersey
$7.73M +$1.34M +15,084 +21%
BFS
198
BridgePort Financial Solutions
Iowa
$7.61M +$7.61M +81,512 New
SMG
199
Smart Money Group
Texas
$7.52M -$64.5K -726 -0.8%
SAG
200
SageView Advisory Group
California
$7.38M -$435K -4,897 -6%
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