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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 %
PJSIMP
451
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.26M -$13K -177 -0.6%
MFWP
452
Mosaic Family Wealth Partners
Missouri
$2.26M +$521K +7,160 +30%
FF
453
Friedenthal Financial
New Jersey
$2.26M +$5.67K +78 +0.3%
HP
454
Hilltop Partners
Indiana
$2.24M +$16.6K +228 +0.7%
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.22M -$257K -3,528 -10%
BFG
456
Berger Financial Group
Minnesota
$2.21M +$655 +9 +0%
MYIA
457
Mount Yale Investment Advisors
Colorado
$2.2M +$449K +6,175 +26%
CAG
458
Curtis Advisory Group
California
$2.19M -$2.76K -38 -0.1%
CIAS
459
Capital Investment Advisory Services
North Carolina
$2.19M -$12.1K -166 -0.5%
C1AG
460
Client 1st Advisory Group
Florida
$2.18M +$572K +7,862 +36%
ACP
461
Arcus Capital Partners
Georgia
$2.15M -$425K -5,837 -16%
AR
462
Apeiron RIA
Texas
$2.15M -$161K -2,216 -7%
DBT
463
Dubuque Bank & Trust
Iowa
$2.14M – – –
PIA
464
Pinion Investment Advisors
Kansas
$2.14M +$354K +4,871 +20%
PBF
465
Petix & Botte Financial
California
$2.13M +$2.13M +29,351 New
GCM
466
G2 Capital Management
Ohio
$2.13M -$2.04M -28,053 -49%
IC
467
Inscription Capital
Texas
$2.1M -$166K -2,286 -7%
EA
468
Ergawealth Advisors
Illinois
$2.06M -$298K -4,096 -13%
EA
469
Emerald Advisors
Washington
$2.06M +$207K +2,844 +11%
WF
470
Williams Financial
Vermont
$2.06M -$5.57M -76,505 -73%
SWM
471
SigFig Wealth Management
California
$2.04M +$709K +9,745 +53%
PIMG
472
Patriot Investment Management Group
Tennessee
$2.04M +$1.38K +19 +0.1%
ONST
473
Old North State Trust
North Carolina
$2.02M -$26.6K -366 -1%
IA
474
IFP Advisors
Florida
$2.02M -$3.11M -58,986 -61%
JFG
475
JMG Financial Group
Illinois
$2.01M +$88.9K +1,223 +5%
17 18
19
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