USMV icon

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.

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
1
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$479M
3
APF
3
Alaska Permanent Fund
Alaska
$416M
4
CCA
4
Carrera Capital Advisors
Michigan
$33.1M
5
SP
5
Symmetry Partners
Connecticut
$64.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$417M
3
Bank of America
3
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.78B 21,254,164 -1,266,606 -6%
RJA
2
Raymond James & Associates
Florida
$1.35B 16,095,735 +146,632 +0.9%
Bank of America
3
Bank of America
North Carolina
$1.34B 15,982,557 -1,314,764 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.22B 14,529,718 -2,668,620 -16%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$824M 9,813,060 +304,684 +3%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$504M 5,999,626 +3,710,811 +162%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$479M 5,704,176 +1,627,815 +40%
BlackRock
8
BlackRock
New York
$438M 5,221,417 -302,327 -5%
LPL Financial
9
LPL Financial
California
$421M 5,011,209 -398,949 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$417M 4,969,649 -1,418,917 -22%
APF
11
Alaska Permanent Fund
Alaska
$416M 4,777,954 +830,134 +21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$356M 4,243,164 -192,056 -4%
UBS Group
13
UBS Group
Switzerland
$329M 3,917,965 -147,007 -4%
Wells Fargo
14
Wells Fargo
California
$323M 3,845,811 -185,379 -5%
MRC
15
Millburn Ridgefield Corp
New York
$307M 3,658,707 +182,050 +5%
CCA
16
Catalyst Capital Advisors
New York
$307M 3,658,707 +182,050 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$269M 3,202,043 +31,625 +1%
Ameriprise
18
Ameriprise
Minnesota
$215M 2,556,664 -64,006 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$195M 2,321,233 -99,573 -4%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$182M 2,165,164 -659,317 -23%
Cerity Partners
21
Cerity Partners
New York
$178M 2,116,911 +23,040 +1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$177M 2,105,760 -521,201 -20%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$155M 1,844,525 -51,449 -3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$147M 1,746,225 -95,898 -5%
AssetMark Inc
25
AssetMark Inc
California
$134M 1,594,269 +22,436 +1%
1
2 3 4 5