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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 %
GIA
201
Gladstone Institutional Advisory
Florida
$8.62M 94,384 -4,940 -5%
CWM
202
Calamos Wealth Management
Illinois
$8.48M 92,828 – –
AAS
203
Ameritas Advisory Services
Nebraska
$8.39M 91,876 +22,223 +32%
Corient Private Wealth
204
Corient Private Wealth
Florida
$8.33M 91,207 +40,904 +81%
SCM
205
Sheridan Capital Management
California
$8.3M 90,909 -367 -0.4%
PSCM
206
Per Stirling Capital Management
Texas
$8.3M 90,884 -2,426 -3%
RHP
207
Royal Harbor Partners
Texas
$8.08M 88,526 +88,526 New
William Blair & Company
208
William Blair & Company
Illinois
$8.07M 88,407 -4,089 -4%
SAG
209
SageView Advisory Group
California
$8.04M 88,047 -10,053 -10%
VHAM
210
Van Hulzen Asset Management
California
$8.01M 87,668 -838 -0.9%
ECM
211
Evergreen Capital Management
Washington
$7.99M 87,539 -1,281 -1%
FAIM
212
Financial Advocates Investment Management
Washington
$7.97M 87,309 +26,322 +43%
PFS
213
Prospera Financial Services
Texas
$7.84M 85,863 -1,167 -1%
LFA
214
Legacy Financial Advisors
Kentucky
$7.77M 85,119 -14,596 -15%
FCT
215
Family Capital Trust
Massachusetts
$7.74M 84,803 -188 -0.2%
SMG
216
Smart Money Group
Texas
$7.69M 85,439 -3,244 -4%
DAS
217
Diversify Advisory Services
Utah
$7.64M 82,946 +7,863 +10%
AWM
218
Axxcess Wealth Management
California
$7.49M 82,035 -53,870 -40%
SKK
219
Shepherd Kaplan Krochuk
Massachusetts
$7.39M 80,969 -10,355 -11%
CAAS
220
Capital Asset Advisory Services
Michigan
$7.37M 81,098 -52,744 -39%
MFA
221
Mayflower Financial Advisors
Massachusetts
$7.17M 78,484 -2,733 -3%
1WM
222
1900 Wealth Management
Texas
$7.16M 78,433 -10,541 -12%
HGA
223
Hobbs Group Advisors
South Carolina
$7.09M 77,685 +45,756 +143%
EWA
224
EP Wealth Advisors
California
$7.01M 76,807 +8,622 +13%
WBG
225
Wharton Business Group
Pennsylvania
$6.94M 75,955 -769 -1%
7 8
9
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