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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,143 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 477 reducing their positions, and 73 closing their positions.

Holders
1,143
Holders Change
+20
Holders Change %
+1.78%
% of All Funds
18.03%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.02%
New
101
Increased
420
Reduced
477
Closed
73
Calls
$1.55M
Puts
$617K
Net Calls
+$936K
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.31B
2
APF
2
Alaska Permanent Fund
Alaska
$351M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.02B
4
Cerity Partners
4
Cerity Partners
New York
$115M
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$93.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.18B
2
SWG
2
Summit Wealth Group
Vermont
$322K
3
SG Americas Securities
3
SG Americas Securities
New York
$533K
4
BCM
4
Brookstone Capital Management
Illinois
$106M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
226
Nations Financial Group
Iowa
$7.94M 106,851 -1,249 -1%
GWSA
227
Global Wealth Strategies & Associates
Colorado
$7.93M 106,714 +5,800 +6%
Franklin Resources
228
Franklin Resources
California
$7.91M 106,450 -12,784 -11%
BA
229
Bellwether Advisors
Nebraska
$7.86M 105,781 -433 -0.4%
NEPWA
230
New England Private Wealth Advisors
Massachusetts
$7.83M 105,348 -5,258 -5%
BRG
231
Bay Rivers Group
Virginia
$7.77M 104,575 +42 +0%
BTI
232
Blue Trust Inc
Georgia
$7.74M 106,336 +24,913 +31%
EL
233
EWA LLC
Pennsylvania
$7.72M 103,928 +4,232 +4%
PFA
234
Pettinga Financial Advisors
Indiana
$7.72M 103,921 -2,236 -2%
OAP
235
One Advisory Partners
Kansas
$7.72M 103,825 +5,867 +6%
1832 Asset Management
236
1832 Asset Management
Ontario, Canada
$7.71M 103,700 -13,920 -12%
AF
237
Allworth Financial
California
$7.65M 102,958 -24,680 -19%
VCP
238
Verus Capital Partners
Arizona
$7.64M 102,726 +3,005 +3%
CB
239
Community Bank
New York
$7.62M 102,555 -175 -0.2%
OWA
240
One Wealth Advisors
California
$7.56M 101,758 +10,025 +11%
GIA
241
Gladstone Institutional Advisory
Florida
$7.54M 101,501 -915 -0.9%
FA
242
FDx Advisors
Illinois
$7.49M 100,801 +12,049 +14%
SCA
243
Snowden Capital Advisors
New York
$7.41M 99,693 -290 -0.3%
TC
244
TownSquare Capital
Utah
$7.27M 97,756 +87,722 +874%
VHAM
245
Van Hulzen Asset Management
California
$7.25M 97,524 -438 -0.4%
CFGS
246
Concourse Financial Group Securities
Alabama
$7.07M 95,164 +3,459 +4%
ICG
247
InterOcean Capital Group
Tennessee
$7.07M 95,135 +92,284 +3,237%
PSCM
248
Per Stirling Capital Management
Texas
$7.06M 95,039 -2,438 -3%
William Blair & Company
249
William Blair & Company
Illinois
$7.01M 94,317 -1,364 -1%
IF
250
Intrua Financial
Texas
$6.95M 93,475 +5,040 +6%
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