USMV icon

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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
$1.93B
2
MRC
Millburn Ridgefield Corp
New York
$259M
3
CCA
Catalyst Capital Advisors
New York
$259M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$178M
5
Osaic Holdings
Osaic Holdings
Arizona
$374M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.65B
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
FCBT
First Citizens Bank & Trust
North Carolina
$123M
4
Bank of America
Bank of America
North Carolina
$2.89B
5
HFRG
Houlihan Financial Resource Group
Virginia
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
276
FAS Wealth Partners
Kansas
$5.29M -$34.6K -478 -0.6%
KSWA
277
Kathleen S. Wright Associates
Pennsylvania
$5.28M +$316K +4,366 +6%
DA
278
Detalus Advisors
Missouri
$5.27M -$1.28M -17,703 -20%
KFS
279
Kelly Financial Services
Massachusetts
$5.26M -$639K -8,827 -11%
SPA
280
Shore Point Advisors
New Jersey
$5.25M -$83.2K -1,149 -2%
PFA
281
Pettinga Financial Advisors
Indiana
$5.25M -$2.27M -31,407 -30%
SWA
282
Sax Wealth Advisors
New Jersey
$5.22M -$1.22M -16,817 -19%
SHJ
283
Sharkey, Howes & Javer
Colorado
$5.22M -$1.21M -16,649 -19%
WWG
284
West Wealth Group
California
$5.22M -$1.01M -13,914 -16%
EWA
285
EP Wealth Advisors
California
$5.22M +$3.01M +41,624 +137%
ACM
286
Absolute Capital Management
Pennsylvania
$5.19M -$190K -2,629 -4%
FCAM
287
First Citizens Asset Management
North Carolina
$5.15M -$4.98M -68,866 -49%
ES
288
ETF Store
Kansas
$5.15M -$166K -2,272 -3%
AWM
289
Apollon Wealth Management
South Carolina
$5.14M -$5.21M -71,989 -50%
MPW
290
Monterey Private Wealth
California
$5.13M -$267K -3,683 -5%
MG
291
Mather Group
Illinois
$5.09M -$730K -10,083 -13%
PAG
292
Private Advisory Group
Washington
$5.05M +$5.05M +69,838 New
LWM
293
Liberty Wealth Management
California
$5.05M -$577K -7,968 -10%
MSAM
294
Moloney Securities Asset Management
Missouri
$5.04M +$173K +2,395 +4%
RWG
295
Regal Wealth Group
California
$5.04M +$105K +1,455 +2%
SMC
296
Smith, Moore & Co
Missouri
$5.02M -$9M -124,301 -64%
IAG
297
Investment Advisory Group
Massachusetts
$4.99M +$38.7K +534 +0.8%
AF
298
Apexium Financial
Texas
$4.93M -$16K -220 -0.3%
MWM
299
Mascoma Wealth Management
New Hampshire
$4.89M -$208K -2,877 -4%
ECM
300
Evergreen Capital Management
Washington
$4.89M +$1.11M +15,260 +29%
10 11
12
13 14