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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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.88B -$1.09B -13,044,838 -37%
Bank of America
2
Bank of America
North Carolina
$1.45B -$1.42B -17,006,068 -50%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.44B -$286M -3,423,674 -17%
RJA
4
Raymond James & Associates
Florida
$1.33B -$11M -131,696 -0.8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$795M +$34.2M +409,462 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$534M -$760M -9,097,065 -59%
BlackRock
7
BlackRock
New York
$462M -$188M -2,254,636 -29%
LPL Financial
8
LPL Financial
California
$452M -$51.5M -616,146 -10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$371M -$18.6M -222,986 -5%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$341M -$53.9M -645,021 -14%
UBS Group
11
UBS Group
Switzerland
$340M -$9.85M -117,805 -3%
Wells Fargo
12
Wells Fargo
California
$337M -$22.4M -267,604 -6%
APF
13
Alaska Permanent Fund
Alaska
$330M +$14M +167,538 +4%
MRC
14
Millburn Ridgefield Corp
New York
$291M -$8.4M -100,476 -3%
CCA
15
Catalyst Capital Advisors
New York
$291M -$8.4M -100,476 -3%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$265M +$63.1M +755,493 +31%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$236M -$432M -5,164,413 -65%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$220M -$7.85M -93,881 -3%
Ameriprise
19
Ameriprise
Minnesota
$219M -$135M -1,616,641 -38%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$202M -$15.2M -181,654 -7%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$191M -$1.21M -14,514 -0.6%
Cerity Partners
22
Cerity Partners
New York
$175M -$3.21M -38,359 -2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$158M +$116M +1,384,833 +271%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$154M -$29.7M -355,302 -16%
AssetMark Inc
25
AssetMark Inc
California
$131M -$4.9M -58,600 -4%
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