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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.

New
Increased
Maintained
Reduced
Closed
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
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$479M
3
APF
Alaska Permanent Fund
Alaska
$416M
4
SP
Symmetry Partners
Connecticut
$64.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$824M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
3
Bank of America
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
201
IHT Wealth Management
Illinois
$7.4M +$121K +1,443 +2%
PFS
202
Prospera Financial Services
Texas
$7.31M -$23.8K -283 -0.3%
FCT
203
Family Capital Trust
Massachusetts
$7.14M -$400K -4,769 -5%
Jane Street
204
Jane Street
New York
$7.04M +$3.7M +44,089 +111%
IA
205
IFG Advisory
Georgia
$6.84M +$40.7K +485 +0.6%
MFA
206
Mayflower Financial Advisors
Massachusetts
$6.82M -$436K -5,192 -6%
EFS
207
Essex Financial Services
Connecticut
$6.5M -$257K -2,969 -4%
WBG
208
Wharton Business Group
Pennsylvania
$6.44M -$691K -8,235 -10%
LRPA
209
L. Roy Papp & Associates
Arizona
$6.42M -$174K -2,068 -3%
MFG
210
Merit Financial Group
Georgia
$6.42M -$390K -4,644 -6%
HNWAG
211
High Net Worth Advisory Group
Florida
$6.36M -$252K -3,005 -4%
DAS
212
Diversify Advisory Services
Utah
$6.31M +$1.27M +15,079 +25%
MG
213
Mather Group
Illinois
$6.28M +$473K +5,663 +8%
HWP
214
Hibernia Wealth Partners
Louisiana
$6.25M +$3.13M +37,282 +100%
DWM
215
Dakota Wealth Management
Florida
$6.17M -$10.3M -122,784 -63%
MSAM
216
Moloney Securities Asset Management
Missouri
$6.16M -$239K -2,845 -4%
GCWM
217
Graham Capital Wealth Management
District of Columbia
$6.1M +$2.98M +35,547 +96%
FWP
218
FAS Wealth Partners
Kansas
$6.01M +$115K +1,365 +2%
SAM
219
Sequent Asset Management
Texas
$5.96M -$148K -1,760 -2%
IAG
220
Investment Advisory Group
Massachusetts
$5.93M +$13.6K +162 +0.2%
AAS
221
Ameritas Advisory Services
Nebraska
$5.85M +$710K +8,459 +14%
FA
222
FDx Advisors
Illinois
$5.84M -$208K -2,472 -3%
KIG
223
Kennedy Investment Group
New Jersey
$5.79M +$1.28M +15,201 +28%
CIA
224
Choate Investment Advisors
Massachusetts
$5.79M – – –
SPA
225
Shore Point Advisors
New Jersey
$5.79M -$12.7K -151 -0.2%
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