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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 %
GVAG
276
Great Valley Advisor Group
Delaware
$6.28M 84,503 +6,279 +8%
EWA
277
EP Wealth Advisors
California
$6.27M 30,432 -22,582 -43%
BFG
278
Buttonwood Financial Group
Missouri
$6.26M 82,445 -3,109 -4%
AFG
279
Arkansas Financial Group
Arkansas
$6.25M 84,131 -1,138 -1%
AWG
280
Altus Wealth Group
Colorado
$6.2M 83,468 +1,305 +2%
JWBC
281
John W. Brooker & Co
California
$6.16M 82,883 -3,086 -4%
APA
282
Astoria Portfolio Advisors
New York
$6.11M 82,145 +9,096 +12%
ASN
283
Advisory Services Network
Georgia
$6.07M 81,662 -3,344 -4%
FFS
284
Founders Financial Securities
Maryland
$6.07M 81,650 +35,514 +77%
KFS
285
Kelly Financial Services
Massachusetts
$6.06M 81,513 +8,206 +11%
HTC
286
Haverford Trust Company
Pennsylvania
$6.06M 81,494 -1,743 -2%
EFS
287
Essex Financial Services
Connecticut
$6M 80,664 -799 -1%
MG
288
Mather Group
Illinois
$5.98M 80,434 +10,047 +14%
AC
289
Avant Capital
Louisiana
$5.98M 80,411 -244 -0.3%
CAG
290
Csenge Advisory Group
Florida
$5.96M 80,246 +1,444 +2%
GA
291
GoalVest Advisory
New York
$5.95M 80,025 -17,485 -18%
FPW
292
Flagship Private Wealth
Massachusetts
$5.9M 79,340 -1,048 -1%
SAM
293
Sequent Asset Management
Texas
$5.89M 79,292 -10,934 -12%
CWS
294
Cypress Wealth Services
California
$5.85M 78,653 +9,762 +14%
JWCA
295
J.W. Cole Advisors
Florida
$5.78M 77,767 +2,121 +3%
EC
296
EdgeRock Capital
Colorado
$5.75M 77,379 -25,659 -25%
TWM
297
Tradition Wealth Management
Minnesota
$5.75M 77,369 +41,001 +113%
LWM
298
Liberty Wealth Management
California
$5.75M 77,677 +3,391 +5%
SFG
299
Snider Financial Group
Washington
$5.72M 76,933 +2,041 +3%
ACM
300
Allred Capital Management
Texas
$5.64M 75,884 -954 -1%
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12
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