USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
251
One Wealth Advisors
California
$6.67M +$935K +12,853 +16%
CFGS
252
Concourse Financial Group Securities
Alabama
$6.67M +$772K +10,612 +13%
CP
253
Capital Planning
Washington
$6.57M +$311K +4,275 +5%
TC
254
Tacita Capital
Ontario, Canada
$6.57M -$106K -1,460 -2%
SAM
255
Sequent Asset Management
Texas
$6.56M – – –
IA
256
IFG Advisory
Georgia
$6.53M -$177K -2,437 -3%
IF
257
Intrua Financial
Texas
$6.5M +$142K +1,936 +2%
GLA
258
Good Life Advisors
Pennsylvania
$6.43M +$1.65M +22,658 +34%
WBG
259
Wharton Business Group
Pennsylvania
$6.42M -$324K -4,454 -5%
FA
260
FDx Advisors
Illinois
$6.4M – – –
JWBC
261
John W. Brooker & Co
California
$6.37M -$175K -2,363 -3%
SCM
262
Stonehearth Capital Management
Massachusetts
$6.37M -$159K -2,184 -2%
AL
263
ADE LLC
Maryland
$6.33M +$265K +3,649 +4%
PWAG
264
Polaris Wealth Advisory Group
California
$6.32M -$213K -2,935 -3%
AWA
265
Acorn Wealth Advisors
Michigan
$6.23M -$1.05M -14,382 -14%
BFG
266
Buttonwood Financial Group
Missouri
$6.22M +$2.15M +29,518 +53%
SW
267
SteelPeak Wealth
California
$6.21M +$2.68M +36,843 +76%
AFG
268
Arkansas Financial Group
Arkansas
$6.2M -$44.5K -612 -0.7%
ASN
269
Advisory Services Network
Georgia
$6.18M +$429K +5,898 +7%
PFS
270
Prospera Financial Services
Texas
$6.17M +$3.64M +50,037 +144%
VI
271
Vestcor Inc
New Brunswick, Canada
$6.13M +$5.32M +73,202 +664%
HTC
272
Haverford Trust Company
Pennsylvania
$6.05M +$207K +2,846 +4%
WWG
273
West Wealth Group
California
$6.04M +$1.72M +23,709 +40%
WA
274
Waverly Advisors
Alabama
$5.99M +$21.7K +299 +0.4%
AWG
275
Altus Wealth Group
Colorado
$5.98M -$2.98K -41 -0%
9 10
11
12 13