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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 %
WIA
326
World Investment Advisors
California
$4.62M +$636K +8,750 +16%
OP
327
ORG Partners
Indiana
$4.59M +$4.59M +62,850 New
UB
328
UMB Bank
Missouri
$4.58M -$145K -1,987 -3%
RSWM
329
Robertson Stephens Wealth Management
California
$4.56M -$21.6K -297 -0.5%
OIM
330
Opus Investment Management
Massachusetts
$4.54M +$9.31K +128 +0.2%
DI
331
DFPG Investments
Utah
$4.53M +$730K +10,040 +19%
CAM
332
Cozad Asset Management
Illinois
$4.52M +$89.2K +1,226 +2%
AC
333
AlphaCore Capital
California
$4.51M +$4.51M +62,051 New
CNB
334
Camden National Bank
Maine
$4.5M -$34.2K -470 -0.8%
RWG
335
Regal Wealth Group
California
$4.49M -$125K -1,700 -3%
JE
336
JMAC Enterprises
Pennsylvania
$4.48M +$4.48M +61,655 New
AWM
337
Apollon Wealth Management
South Carolina
$4.43M -$1.1M -15,084 -20%
MLIC
338
Mandatum Life Insurance Company
Finland
$4.42M -$546K -7,503 -11%
HI
339
Harbour Investments
Wisconsin
$4.41M -$5.29M -72,784 -55%
RF
340
RHS Financial
California
$4.4M +$186K +2,561 +4%
GM
341
GeoWealth Management
Illinois
$4.34M +$905K +12,441 +26%
LFAS
342
Level Four Advisory Services
Texas
$4.33M -$351K -4,830 -8%
SSC
343
Syverson Strege & Co
Iowa
$4.31M -$206K -2,838 -5%
LPT
344
Legacy Private Trust
Wisconsin
$4.28M -$174K -2,387 -4%
CB
345
Commerce Bank
Missouri
$4.28M -$71K -976 -2%
RRA
346
Round Rock Advisors
Connecticut
$4.24M -$63.2K -869 -1%
IP
347
Investment Partners
Ohio
$4.21M -$17.5K -241 -0.4%
CA
348
Cambridge Associates
Massachusetts
$4.2M -$996K -14,095 -19%
AWA
349
Alta Wealth Advisors
Massachusetts
$4.19M -$31.9K -439 -0.8%
I
350
INVST
Indiana
$4.18M +$336K +4,578 +9%
12 13
14
15 16