USMV icon

iShares MSCI USA Min Vol Factor ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
IP
351
Investment Partners
Ohio
$4.24M -$56.6K -761 -1%
T
352
TNF
Montana
$4.24M +$52.1K +701 +1%
GWP
353
Gateway Wealth Partners
Wisconsin
$4.19M -$19.2M -258,184 -82%
GRP
354
Global Retirement Partners
California
$4.17M -$61.1K -822 -1%
WCM
355
Windham Capital Management
Massachusetts
$4.15M
UB
356
UMB Bank
Missouri
$4.15M -$526K -7,075 -11%
FHC
357
First Heartland Consultants
Missouri
$4.12M +$307K +4,129 +8%
AWA
358
Alta Wealth Advisors
Massachusetts
$4.11M -$168K -2,255 -4%
WA
359
Wealth Alliance
New York
$4.03M +$461K +6,201 +13%
PFG
360
PAX Financial Group
Texas
$4.03M +$29.2K +393 +0.7%
HC
361
Hoese & Co
Minnesota
$4.02M -$2.53K -34 -0.1%
SSC
362
Syverson Strege & Co
Iowa
$4.02M -$378K -5,089 -9%
SA
363
Scarborough Advisors
Maryland
$3.99M +$143K +1,923 +4%
SAMC
364
Spectrum Asset Management (California)
California
$3.98M +$67.2K +904 +2%
HI
365
Harbour Investments
Wisconsin
$3.91M -$592K -7,967 -13%
ECM
366
Evergreen Capital Management
Washington
$3.86M +$102K +1,367 +3%
CWG
367
Cornerstone Wealth Group
North Carolina
$3.86M +$3.86M +51,864 New
RA
368
RFG Advisory
Alabama
$3.83M -$195K -2,620 -5%
BS
369
Banco Santander
Spain
$3.83M
TF
370
Tompkins Financial
New York
$3.81M -$89.9K -1,210 -2%
KCM
371
KM Capital Management
Texas
$3.76M +$2.25M +30,333 +150%
D
372
Diversified
Delaware
$3.75M +$117K +1,571 +3%
LFAS
373
Level Four Advisory Services
Texas
$3.75M -$671K -9,031 -15%
CWP
374
CFM Wealth Partners
Texas
$3.74M -$57.8K -777 -2%
CWM
375
Cordatus Wealth Management
Pennsylvania
$3.74M +$12.6K +170 +0.3%