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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
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.02B
3
Cerity Partners
3
Cerity Partners
New York
$115M
4
Capstone Investment Advisors
4
Capstone Investment Advisors
New York
$93.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.26B

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 %
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$3.71M 49,850 -3,800 -7%
SL
377
Sentinus LLC
Illinois
$3.7M 49,787 +1,219 +3%
BA
378
BCM Advisors
Louisiana
$3.64M 48,939 – –
WP
379
WealthShield Partners
North Carolina
$3.63M 48,870 +7,757 +19%
FHA
380
Flagship Harbor Advisors
Massachusetts
$3.62M 48,646 -6,335 -12%
SWP
381
ShoreHaven Wealth Partners
New Jersey
$3.6M 48,467 +11,440 +31%
EIP
382
Ellis Investment Partners
Pennsylvania
$3.6M 48,398 -929 -2%
BB
383
Berkshire Bank
Massachusetts
$3.51M 47,228 +28,447 +151%
WCM
384
WealthBridge Capital Management
Ohio
$3.5M 47,087 -229 -0.5%
BOPW
385
Brandywine Oak Private Wealth
Pennsylvania
$3.47M 46,657 -2,337 -5%
SFS
386
Sowell Financial Services
Arkansas
$3.45M 46,460 +26,009 +127%
TFA
387
Transamerica Financial Advisors
Florida
$3.44M 46,256 -52,397 -53%
CWM
388
Centurion Wealth Management
Virginia
$3.4M 45,776 -264 -0.6%
TF
389
Trek Financial
Arizona
$3.39M 45,553 +1,124 +3%
KIG
390
Kennedy Investment Group
New Jersey
$3.35M 45,081 -1,065 -2%
GM
391
GeoWealth Management
Illinois
$3.34M 44,980 -14,695 -25%
WWM
392
Western Wealth Management
Colorado
$3.3M 44,409 -3,903 -8%
CCA
393
Cora Capital Advisors
New Jersey
$3.3M 44,344 -254 -0.6%
MLA
394
My Legacy Advisors
Oregon
$3.22M 43,331 +4,791 +12%
DE
395
Day & Ennis
Georgia
$3.14M 42,260 +3,915 +10%
MMA
396
Miracle Mile Advisors
California
$3.13M 42,174 -4,860 -10%
LNC
397
Lincoln National Corp
Pennsylvania
$3.12M 41,971 -1,162 -3%
CG
398
Cynosure Group
Utah
$3.09M 41,582 +41,582 New
EFG
399
Ethos Financial Group
Pennsylvania
$3.06M 42,125 – –
WMP
400
Wealth Management Partners
Arizona
$3.04M 40,938 -2,114 -5%
14 15
16
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