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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,140 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 585 reducing their positions, and 69 closing their positions.

Holders
1,140
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.18%
Holding in Top 10
117
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.59%
% of All Funds
1.87%
New
81
Increased
302
Reduced
585
Closed
69
Calls
$1.46M
Puts
$767K
Net Calls
+$697K
Net Calls Change
-$239K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.93B
2
MRC
2
Millburn Ridgefield Corp
New York
$259M
3
CCA
3
Catalyst Capital Advisors
New York
$259M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$247M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.65B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$123M
4
Bank of America
4
Bank of America
North Carolina
$2.89B
5
HFRG
5
Houlihan Financial Resource Group
Virginia
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
226
Capital Planning
Washington
$6.88M 94,518 +2,534 +3%
TC
227
Teilinger Capital
Texas
$6.88M 95,000 +63,000 +197%
CS
228
Comerica Securities
Michigan
$6.83M 93,898 -93,650 -50%
William Blair & Company
229
William Blair & Company
Illinois
$6.8M 93,902 -415 -0.4%
IF
230
Intrua Financial
Texas
$6.77M 93,487 +12 +0%
IA
231
IFG Advisory
Georgia
$6.73M 93,009 +913 +1%
CWM
232
Calamos Wealth Management
Illinois
$6.72M 92,828 -177 -0.2%
SCA
233
Snowden Capital Advisors
New York
$6.71M 92,707 -6,986 -7%
VHAM
234
Van Hulzen Asset Management
California
$6.71M 92,680 -4,844 -5%
AAS
235
Ameritas Advisory Services
Nebraska
$6.61M 90,742 +19,564 +27%
FCT
236
Family Capital Trust
Massachusetts
$6.6M 91,150 -519 -0.6%
ICMARC
237
International City Management Association Retirement Corp
District of Columbia
$6.59M 90,984 – –
MWM
238
MorganRosel Wealth Management
Colorado
$6.58M 90,918 -100 -0.1%
OWA
239
One Wealth Advisors
California
$6.53M 90,234 -11,524 -11%
HFA
240
High Falls Advisors
New York
$6.43M 88,839 -20,566 -19%
FLA
241
Financial Life Advisors
Texas
$6.41M 88,558 +1,079 +1%
EC
242
EdgeRock Capital
Colorado
$6.25M 85,905 +8,526 +11%
PFS
243
Prospera Financial Services
Texas
$6.24M 86,137 -3,700 -4%
FFS
244
Founders Financial Securities
Maryland
$6.18M 85,408 +3,758 +5%
SB
245
Strategic Blueprint
Georgia
$6.18M 85,403 -2,737 -3%
HNWAG
246
High Net Worth Advisory Group
Florida
$6.17M 85,274 -7,404 -8%
GLA
247
Good Life Advisors
Pennsylvania
$6.16M 85,112 -4,574 -5%
WBG
248
Wharton Business Group
Pennsylvania
$6.15M 84,955 -3,325 -4%
JSW
249
Journey Strategic Wealth
New Jersey
$6.12M 84,572 -32,817 -28%
Goldman Sachs
250
Goldman Sachs
New York
$6.12M 84,527 -107,920 -56%
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