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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.

Holders
1,271
Holders Change
+91
Holders Change %
+7.71%
% of All Funds
16.93%
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
Raymond James Financial
1
Raymond James Financial
Florida
$1.18B
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$99.4M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$62.8M
4
BCWM
4
Ball & Co Wealth Management
Tennessee
$32.3M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$32.1M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.48B 16,721,946 -5,101,982 -23%
Bank of America
2
Bank of America
North Carolina
$1.4B 15,809,681 -458,835 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$1.18B 13,248,544 +13,248,544 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.04B 11,672,043 -2,481,409 -18%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$548M 6,175,929 -3,729,079 -38%
LPL Financial
6
LPL Financial
California
$505M 5,685,914 +328,291 +6%
BlackRock
7
BlackRock
New York
$435M 4,901,578 -303,569 -6%
APF
8
Alaska Permanent Fund
Alaska
$418M 4,702,762 +4,375 +0.1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$399M 4,492,363 -272,796 -6%
UBS Group
10
UBS Group
Switzerland
$343M 3,866,056 +23,863 +0.6%
Wells Fargo
11
Wells Fargo
California
$328M 3,696,978 -78,506 -2%
MRC
12
Millburn Ridgefield Corp
New York
$324M 3,651,407 +180,849 +5%
CCA
13
Catalyst Capital Advisors
New York
$324M 3,651,407 +180,849 +5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$291M 3,277,464 -209,097 -6%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$290M 3,271,611 +67,611 +2%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$218M 2,451 -1,071 -30%
Ameriprise
17
Ameriprise
Minnesota
$196M 2,205,539 -104,079 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$189M 2,126,594 -32,830 -2%
Cerity Partners
19
Cerity Partners
New York
$186M 2,099,340 -34,835 -2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$174M 1,963,662 -93,659 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$153M 1,720,784 -103,265 -6%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$151M 1,697,997 -225,475 -12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$145M 1,637,223 -55,901 -3%
AssetMark Inc
24
AssetMark Inc
California
$143M 1,606,337 +10,270 +0.6%
SEI Investments
25
SEI Investments
Pennsylvania
$131M 1,479,241 -39,683 -3%
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