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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,162 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-56
Holders Change %
-4.6%
% of All Funds
16.84%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
1.39%
New
75
Increased
259
Reduced
658
Closed
108
Calls
$1.88M
Puts
$40M
Net Calls
-$38.1M
Net Calls Change
-$38.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$63.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.42B
2
Morgan Stanley
Morgan Stanley
New York
-$1.09B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$760M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
201
Per Stirling Capital Management
Texas
$8.02M +$47.1K +563 +0.6%
CAG
202
Crestwood Advisors Group
Massachusetts
$7.94M -$246K -2,944 -3%
SCM
203
Sheridan Capital Management
California
$7.83M +$56.2K +673 +0.7%
William Blair & Company
204
William Blair & Company
Illinois
$7.81M +$1.5K +18 +0%
AWM
205
Apollon Wealth Management
South Carolina
$7.8M -$607K -7,266 -7%
CWM
206
Calamos Wealth Management
Illinois
$7.76M – – –
MC
207
McMorgan & Co
California
$7.76M +$2.68K +32 +0%
FCT
208
Family Capital Trust
Massachusetts
$7.5M -$78.2K -936 -1%
VHAM
209
Van Hulzen Asset Management
California
$7.4M +$12K +144 +0.2%
JE
210
JMAC Enterprises
Pennsylvania
$7.37M +$1.14M +13,608 +18%
SMG
211
Smart Money Group
Texas
$7.3M -$376K -4,671 -5%
PFS
212
Prospera Financial Services
Texas
$7.3M -$669 -8 -0%
IWM
213
IHT Wealth Management
Illinois
$7.24M -$569K -6,805 -7%
MFA
214
Mayflower Financial Advisors
Massachusetts
$7.22M -$1.04M -12,414 -13%
AI
215
Atria Investments
North Carolina
$7.22M -$5.01M -59,977 -41%
WBG
216
Wharton Business Group
Pennsylvania
$7.1M +$84 +1 +0%
JWCA
217
J.W. Cole Advisors
Florida
$7.06M +$511K +6,111 +8%
ECM
218
Evergreen Capital Management
Washington
$6.96M +$356K +4,264 +5%
SPIS
219
Steward Partners Investment Solutions
Oregon
$6.95M +$6.95M +83,204 New
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$6.88M -$455K -5,438 -6%
IA
221
IFG Advisory
Georgia
$6.77M -$794K -9,495 -10%
HNWAG
222
High Net Worth Advisory Group
Florida
$6.58M -$152K -1,814 -2%
MFG
223
Merit Financial Group
Georgia
$6.58M -$2.96M -36,471 -31%
LRPA
224
L. Roy Papp & Associates
Arizona
$6.56M +$746K +8,930 +13%
SFG
225
Snider Financial Group
Washington
$6.53M -$86.7K -1,037 -1%
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