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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 %
PSCM
201
Per Stirling Capital Management
Texas
$7.37M -$696K -7,835 -9%
DAS
202
Diversify Advisory Services
Utah
$7.36M +$91.7K +1,046 +1%
RPCA
203
Running Point Capital Advisors
California
$7.29M -$1.55M -17,472 -18%
PFS
204
Prospera Financial Services
Texas
$7.27M -$357K -4,025 -5%
AC
205
Avant Capital
Louisiana
$7.13M +$7.13M +80,352 New
FCT
206
Family Capital Trust
Massachusetts
$7.13M -$398K -4,487 -5%
LRPA
207
L. Roy Papp & Associates
Arizona
$7.13M +$386K +4,350 +6%
MFA
208
Mayflower Financial Advisors
Massachusetts
$6.84M -$126K -1,416 -2%
1WM
209
1900 Wealth Management
Texas
$6.83M -$135K -1,519 -2%
MFG
210
Merit Financial Group
Georgia
$6.82M +$591K +6,660 +9%
AWM
211
Axxcess Wealth Management
California
$6.77M -$517K -5,823 -7%
CM
212
Columbus Macro
Pennsylvania
$6.73M +$4.3M +48,387 +177%
WIA
213
World Investment Advisors
California
$6.7M -$10.3M -116,453 -61%
LFA
214
Legacy Financial Advisors
Kentucky
$6.68M -$880K -9,912 -12%
WBG
215
Wharton Business Group
Pennsylvania
$6.64M -$108K -1,213 -2%
MG
216
Mather Group
Illinois
$6.62M +$14.3K +161 +0.2%
FTUS
217
Flow Traders U.S.
New York
$6.57M +$720K +8,108 +12%
MSAM
218
Moloney Securities Asset Management
Missouri
$6.5M +$39.3K +443 +0.6%
AWM
219
AE Wealth Management
Kansas
$6.47M +$789K +8,887 +14%
EC
220
EdgeRock Capital
Colorado
$6.43M +$465K +5,240 +8%
FWP
221
FAS Wealth Partners
Kansas
$6.41M +$35.6K +401 +0.6%
EFS
222
Essex Financial Services
Connecticut
$6.4M -$109K -1,227 -2%
HNWAG
223
High Net Worth Advisory Group
Florida
$6.34M -$149K -1,677 -2%
DWM
224
Dakota Wealth Management
Florida
$6.25M +$73.7K +830 +1%
CIA
225
Concurrent Investment Advisors
Florida
$6.19M -$5.09M -57,365 -45%
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