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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 %
Morgan Stanley
1
Morgan Stanley
New York
$2.78B 35,565,608 +20,682,265 +139%
Bank of America
2
Bank of America
North Carolina
$2.68B 34,303,389 -5,650,375 -14%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.61B 20,622,012 -6,021,990 -23%
RJA
4
Raymond James & Associates
Florida
$1.25B 16,080,799 +122,005 +0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.21B 15,485,631 -7,247,829 -32%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$710M 9,098,914 +3,797,883 +72%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$623M 7,988,894 +816,465 +11%
BlackRock
8
BlackRock
New York
$607M 7,778,380 -1,781,288 -19%
LPL Financial
9
LPL Financial
California
$470M 6,026,304 -1,558,536 -21%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$368M 4,721,382 +1,808,316 +62%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$363M 4,658,206 -144,080 -3%
Wells Fargo
12
Wells Fargo
California
$335M 4,298,794 -184,445 -4%
Ameriprise
13
Ameriprise
Minnesota
$331M 4,237,311 -76,264 -2%
UBS Group
14
UBS Group
Switzerland
$326M 4,182,777 -114,959 -3%
APF
15
Alaska Permanent Fund
Alaska
$295M 3,780,282 -350,067 -8%
MRC
16
Millburn Ridgefield Corp
New York
$279M 3,577,133 -4,999 -0.1%
CCA
17
Catalyst Capital Advisors
New York
$279M 3,577,133 -4,999 -0.1%
SEI Investments
18
SEI Investments
Pennsylvania
$218M 2,799,988 -52,877 -2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$212M 2,720,842 -344,134 -11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$203M 2,602,460 -179,092 -6%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$188M 2,414,925 -40,725 -2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$180M 2,303,329 -3,117,736 -58%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$171M 2,197,425 +36,957 +2%
Cerity Partners
24
Cerity Partners
New York
$166M 2,132,230 +112,455 +6%
Osaic Holdings
25
Osaic Holdings
Arizona
$150M 1,920,282 -3,246,271 -63%
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