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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 %
DI
326
DFPG Investments
Utah
$4.99M 66,641 +4,410 +7%
MA
327
Mutual Advisors
Nebraska
$4.94M 66,491 +12,419 +23%
OP
328
ORG Partners
Indiana
$4.84M 65,189 +2,339 +4%
KFSC
329
Keystone Financial Services (Colorado)
Colorado
$4.79M 64,405 +179 +0.3%
TSWM
330
Tyler-Stone Wealth Management
Ohio
$4.76M 63,995 +63,995 New
LRPA
331
L. Roy Papp & Associates
Arizona
$4.74M 63,824 -109 -0.2%
AC
332
AlphaCore Capital
California
$4.71M 63,322 +1,271 +2%
JE
333
JMAC Enterprises
Pennsylvania
$4.7M 63,182 +1,527 +2%
RF
334
RHS Financial
California
$4.68M 62,909 +2,467 +4%
OIM
335
Opus Investment Management
Massachusetts
$4.65M 62,504 +110 +0.2%
PBF
336
Petix & Botte Financial
California
$4.59M 61,810 +32,459 +111%
HWA
337
HHM Wealth Advisors
Tennessee
$4.59M 61,775 -6,389 -9%
SHIM
338
Stone House Investment Management
Pennsylvania
$4.55M 61,275 +4,134 +7%
CNB
339
Camden National Bank
Maine
$4.55M 61,234 -650 -1%
FT
340
Fiduciary Trust
Massachusetts
$4.55M 61,155 -6,045 -9%
MLIC
341
Mandatum Life Insurance Company
Finland
$4.52M 60,816 – –
MIA
342
Milestone Investment Advisors
Wisconsin
$4.49M 60,348 -5,204 -8%
WIA
343
World Investment Advisors
California
$4.46M 59,950 -3,525 -6%
CB
344
Commerce Bank
Missouri
$4.36M 58,612 -160 -0.3%
MBTD
345
Mechanics Bank - Trust Department
California
$4.33M 58,229 -10,285 -15%
RRA
346
Round Rock Advisors
Connecticut
$4.32M 58,110 -167 -0.3%
KWM
347
Keebeck Wealth Management
Illinois
$4.32M 58,086 +23,541 +68%
RSWM
348
Robertson Stephens Wealth Management
California
$4.25M 57,168 -5,520 -9%
LPT
349
Legacy Private Trust
Wisconsin
$4.25M 57,155 -1,716 -3%
CAM
350
Cozad Asset Management
Illinois
$4.25M 57,155 -4,954 -8%
12 13
14
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