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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,140 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 585 reducing their positions, and 69 closing their positions.

Holders
1,140
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.18%
Holding in Top 10
117
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.59%
% of All Funds
1.87%
New
81
Increased
302
Reduced
585
Closed
69
Calls
$1.46M
Puts
$767K
Net Calls
+$697K
Net Calls Change
-$239K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.93B
2
MRC
2
Millburn Ridgefield Corp
New York
$259M
3
CCA
3
Catalyst Capital Advisors
New York
$259M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$247M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.65B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$123M
4
Bank of America
4
Bank of America
North Carolina
$2.89B
5
HFRG
5
Houlihan Financial Resource Group
Virginia
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$156M 2,160,468 +169,443 +9%
Cerity Partners
27
Cerity Partners
New York
$146M 2,019,775 +470,329 +30%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$126M 1,743,289 +951,050 +120%
FCBT
29
First Citizens Bank & Trust
North Carolina
$123M 1,694,194 -1,539,032 -48%
AssetMark Inc
30
AssetMark Inc
California
$120M 1,656,120 +29,722 +2%
US Bancorp
31
US Bancorp
Minnesota
$114M 1,577,155 -27,598 -2%
HI
32
Horizon Investments
North Carolina
$111M 1,539,952 +21,327 +1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$109M 1,501,831 -53,441 -3%
MML Investors Services
34
MML Investors Services
Massachusetts
$107M 1,479,169 -111,972 -7%
Mariner
35
Mariner
Kansas
$101M 1,396,866 -57,811 -4%
SAM
36
Securian Asset Management
Minnesota
$98.2M 1,356,412 -8,000 -0.6%
BCM
37
Brookstone Capital Management
Illinois
$88.9M 1,229,544 -218,240 -15%
CA
38
Cetera Advisors
Colorado
$85M 1,174,117 -38,915 -3%
AWM
39
AE Wealth Management
Kansas
$83.3M 1,150,992 +212,776 +23%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$82.6M 1,141,474 -176,472 -13%
CCMG
41
Clark Capital Management Group
Pennsylvania
$82.2M 1,135,464 +1,006,723 +782%
FA
42
Financial Advisors
Massachusetts
$78.5M 1,084,310 +43 +0%
PAS
43
Park Avenue Securities
New York
$78M 1,077,319 -238,921 -18%
JIC
44
Johnson Investment Counsel
Ohio
$77.6M 1,072,260 -7,090 -0.7%
IWC
45
Integrated Wealth Concepts
Massachusetts
$73.6M 1,016,496 -76,216 -7%
GW
46
GW & Wade
Massachusetts
$71M 980,693 -53,924 -5%
Allianz Asset Management
47
Allianz Asset Management
Germany
$67.6M 934,500 +185,000 +25%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$64.9M 896,171 -56,400 -6%
HighTower Advisors
49
HighTower Advisors
Illinois
$59.3M 819,123 +390,492 +91%
SP
50
Symmetry Partners
Connecticut
$58.1M 803,200 -110,171 -12%
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