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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 %
CB
201
Community Bank
New York
$7.94M 101,800 -570 -0.6%
OPS
202
Orion Portfolio Solutions
Nebraska
$7.88M 100,392 -410,048 -80%
BCI
203
Brinker Capital Investments
Pennsylvania
$7.88M 100,392 -410,048 -80%
1832 Asset Management
204
1832 Asset Management
Ontario, Canada
$7.87M 100,860 -2,170 -2%
SFS
205
Security Financial Services
Indiana
$7.86M 100,727 -57,116 -36%
AWM
206
Apollon Wealth Management
South Carolina
$7.85M 100,570 +29,514 +42%
NEPWA
207
New England Private Wealth Advisors
Massachusetts
$7.83M 100,351 -5,031 -5%
MFA
208
Mayflower Financial Advisors
Massachusetts
$7.71M 98,823 -9,627 -9%
CAG
209
Crestwood Advisors Group
Massachusetts
$7.64M 97,932 -8,518 -8%
Franklin Resources
210
Franklin Resources
California
$7.63M 97,723 -3,666 -4%
FFN
211
Focus Financial Network
Minnesota
$7.55M 96,757 +29,695 +44%
PSCM
212
Per Stirling Capital Management
Texas
$7.45M 95,430 -2,268 -2%
SMG
213
Smart Money Group
Texas
$7.45M 95,417 -89,855 -48%
IWM
214
IHT Wealth Management
Illinois
$7.29M 93,423 -2,979 -3%
William Blair & Company
215
William Blair & Company
Illinois
$7.29M 93,372 -530 -0.6%
SCM
216
Sheridan Capital Management
California
$7.26M 93,032 +93,032 New
CWM
217
Calamos Wealth Management
Illinois
$7.24M 92,828 – –
MC
218
McMorgan & Co
California
$7.24M 92,774 -49,267 -35%
ICMARC
219
International City Management Association Retirement Corp
District of Columbia
$7.1M 90,984 – –
FCT
220
Family Capital Trust
Massachusetts
$7.08M 90,696 -454 -0.5%
IA
221
IFG Advisory
Georgia
$7.06M 90,524 -2,485 -3%
IF
222
Intrua Financial
Texas
$6.93M 88,848 -4,639 -5%
VHAM
223
Van Hulzen Asset Management
California
$6.89M 88,342 -4,338 -5%
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$6.85M 87,781 -19,994 -19%
PFS
225
Prospera Financial Services
Texas
$6.81M 87,321 +1,184 +1%
7 8
9
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