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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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.99B 21,823,928 +569,764 +3%
Bank of America
2
Bank of America
North Carolina
$1.49B 16,268,516 +285,959 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.29B 14,153,452 -376,266 -3%
RJA
4
Raymond James & Associates
Florida
$936M 10,245,944 -5,849,791 -36%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$904M 9,905,008 +91,948 +0.9%
LPL Financial
6
LPL Financial
California
$489M 5,357,623 +346,414 +7%
BlackRock
7
BlackRock
New York
$475M 5,205,147 -16,270 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$435M 4,765,159 -204,490 -4%
APF
9
Alaska Permanent Fund
Alaska
$429M 4,698,387 -79,567 -2%
UBS Group
10
UBS Group
Switzerland
$351M 3,842,193 -75,772 -2%
Wells Fargo
11
Wells Fargo
California
$345M 3,775,484 -70,327 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$325M 3,564,758 -678,406 -16%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$318M 3,486,561 -2,217,615 -39%
MRC
14
Millburn Ridgefield Corp
New York
$317M 3,470,558 -188,149 -5%
CCA
15
Catalyst Capital Advisors
New York
$317M 3,470,558 -188,149 -5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$292M 3,204,000 +1,957 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$211M 2,309,618 -247,046 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$197M 2,159,424 -161,809 -7%
Cerity Partners
19
Cerity Partners
New York
$195M 2,134,175 +17,264 +0.8%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$188M 2,057,321 -48,439 -2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$175M 1,923,472 -241,692 -11%
HI
22
Horizon Investments
North Carolina
$172M 1,880,207 +1,024,839 +120%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$167M 1,824,049 -20,476 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$155M 1,693,124 -53,101 -3%
AssetMark Inc
25
AssetMark Inc
California
$146M 1,596,067 +1,798 +0.1%
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