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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 %
AWA
301
Acorn Wealth Advisors
Michigan
$5.64M 75,825 -9,829 -11%
MPW
302
Monterey Private Wealth
California
$5.54M 74,560 -852 -1%
ACM
303
Absolute Capital Management
Pennsylvania
$5.53M 74,362 +6,605 +10%
GPA
304
Guerra Pan Advisors
New Jersey
$5.51M 74,089 -2,381 -3%
TRCT
305
Tower Research Capital (TRC)
New York
$5.5M 74,022 +74,022 New
SPA
306
Shore Point Advisors
New Jersey
$5.48M 73,728 +349 +0.5%
FWP
307
FAS Wealth Partners
Kansas
$5.47M 73,583 -1,572 -2%
FAIM
308
Financial Advocates Investment Management
Washington
$5.46M 72,162 +887 +1%
BC
309
Bowman & Company
Wisconsin
$5.44M 73,218 -53,041 -42%
PWA
310
Physician Wealth Advisors
Utah
$5.43M 73,098 +622 +0.9%
ES
311
ETF Store
Kansas
$5.42M 72,715 +448 +0.6%
RIA
312
Regal Investment Advisors
Michigan
$5.4M 72,643 -5,033 -6%
MWM
313
Mascoma Wealth Management
New Hampshire
$5.27M 70,440 -21,155 -23%
LWM
314
Laidlaw Wealth Management
New York
$5.27M 70,835 -4,109 -5%
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
$5.26M 70,735 +70,735 New
AAS
316
Ameritas Advisory Services
Nebraska
$5.22M 71,178 -27,813 -28%
SPI
317
Santori & Peters Inc
Pennsylvania
$5.15M 69,297 -4,092 -6%
FFN
318
Focus Financial Network
Minnesota
$5.14M 69,193 -467 -0.7%
KSWA
319
Kathleen S. Wright Associates
Pennsylvania
$5.09M 68,539 +4,727 +7%
IAG
320
Investment Advisory Group
Massachusetts
$5.09M 68,439 +2,087 +3%
I
321
INVST
Indiana
$5.08M 68,361 +11,404 +20%
AF
322
Apexium Financial
Texas
$5.06M 68,027 +308 +0.5%
MSAM
323
Moloney Securities Asset Management
Missouri
$5M 67,248 +1,821 +3%
KFGK
324
Keystone Financial Group (Kentucky)
Kentucky
$5M 67,243 +67,243 New
RWG
325
Regal Wealth Group
California
$4.99M 68,116 +7,110 +12%
11 12
13
14 15