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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 %
MML Investors Services
26
MML Investors Services
Massachusetts
$118M 1,591,141 +102,932 +7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$116M 1,555,272 -101,568 -6%
Cerity Partners
28
Cerity Partners
New York
$115M 1,549,446 +1,479,730 +2,123%
HI
29
Horizon Investments
North Carolina
$113M 1,518,625 +671,176 +79%
Mariner
30
Mariner
Kansas
$108M 1,454,677 -86,422 -6%
BCM
31
Brookstone Capital Management
Illinois
$106M 1,447,784 -521,513 -26%
SAM
32
Securian Asset Management
Minnesota
$101M 1,364,412 – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$98M 1,317,946 +25,865 +2%
PAS
34
Park Avenue Securities
New York
$97.8M 1,316,240 +93,881 +8%
Capstone Investment Advisors
35
Capstone Investment Advisors
New York
$93.4M 1,256,000 +1,207,600 +2,495%
CA
36
Cetera Advisors
Colorado
$90.2M 1,213,032 -77,317 -6%
IWC
37
Integrated Wealth Concepts
Massachusetts
$81.2M 1,092,712 +53,420 +5%
FA
38
Financial Advisors
Massachusetts
$80.6M 1,084,267 +8,480 +0.8%
JIC
39
Johnson Investment Counsel
Ohio
$80.2M 1,079,350 -2,382 -0.2%
GW
40
GW & Wade
Massachusetts
$76.9M 1,034,617 -63,201 -6%
HFRG
41
Houlihan Financial Resource Group
Virginia
$76.1M 1,040,957 +998,894 +2,375%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$70.8M 952,571 -102,010 -10%
AWM
43
AE Wealth Management
Kansas
$69.7M 938,216 +207,147 +28%
SP
44
Symmetry Partners
Connecticut
$67.9M 913,371 -13,070 -1%
PI
45
PFS Investments
Georgia
$66M 887,948 +176,479 +25%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$63.6M 855,330 +24,700 +3%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$58.9M 792,239 +72,244 +10%
AWMS
48
Advocacy Wealth Management Services
Georgia
$56.8M 764,606 +28,477 +4%
AWS
49
AJ Wealth Strategies
New York
$55.8M 750,182 -278,060 -27%
Allianz Asset Management
50
Allianz Asset Management
Germany
$55.7M 749,500 -237,140 -24%
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