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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 %
CWM
251
Calamos Wealth Management
Illinois
$6.91M 93,005 +303 +0.3%
BWM
252
Brown Wealth Management
Illinois
$6.89M 92,734 +92,734 New
HNWAG
253
High Net Worth Advisory Group
Florida
$6.89M 92,678 -8,006 -8%
IA
254
IFG Advisory
Georgia
$6.85M 92,096 +2,338 +3%
CP
255
Capital Planning
Washington
$6.84M 91,984 +1,649 +2%
FCT
256
Family Capital Trust
Massachusetts
$6.81M 91,669 -1,103 -1%
MWM
257
MorganRosel Wealth Management
Colorado
$6.77M 91,018 +9,960 +12%
ICMARC
258
International City Management Association Retirement Corp
District of Columbia
$6.76M 90,984 +40,984 +82%
DA
259
Detalus Advisors
Missouri
$6.73M 90,492 +15,219 +20%
MBT
260
Montecito Bank & Trust
California
$6.7M 90,183 -12,551 -12%
PFS
261
Prospera Financial Services
Texas
$6.68M 89,837 +5,024 +6%
GLA
262
Good Life Advisors
Pennsylvania
$6.67M 89,686 +1,277 +1%
GF
263
Gries Financial
Ohio
$6.64M 89,323 -15,863 -15%
TC
264
Tacita Capital
Ontario, Canada
$6.64M 89,288 -990 -1%
AL
265
ADE LLC
Maryland
$6.63M 89,212 +2,158 +2%
SWA
266
Sax Wealth Advisors
New Jersey
$6.61M 88,987 -3,624 -4%
SHJ
267
Sharkey, Howes & Javer
Colorado
$6.6M 88,799 +9,505 +12%
WBG
268
Wharton Business Group
Pennsylvania
$6.56M 88,280 +1 +0%
SB
269
Strategic Blueprint
Georgia
$6.55M 88,140 +11,065 +14%
FLA
270
Financial Life Advisors
Texas
$6.5M 87,479 +21,848 +33%
IDA
271
Intelligence Driven Advisers
California
$6.48M 87,829 -421,411 -83%
CAL
272
Capital Analysts LLC
Pennsylvania
$6.45M 86,801 -10,516 -11%
SW
273
SteelPeak Wealth
California
$6.42M 86,415 +1,049 +1%
WWG
274
West Wealth Group
California
$6.39M 85,993 +2,904 +3%
FPCG
275
Forum Private Client Group
Indiana
$6.31M 84,936 -16,648 -16%
9 10
11
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