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 %
TFGT
526
TS Financial Group (TSFG)
Illinois
$1.56M -$6.91K -93 -0.4%
Corient Private Wealth
527
Corient Private Wealth
Florida
$1.55M -$69.6K -936 -4%
BEI
528
Benjamin Edwards Inc
Missouri
$1.53M +$20.2K +272 +1%
AA
529
Advisory Alpha
Michigan
$1.53M +$500K +6,723 +48%
MWM
530
Maripau Wealth Management
Indiana
$1.52M +$195K +2,617 +15%
WWC
531
Waypoint Wealth Counsel
Georgia
$1.52M -$203K -2,727 -12%
VPP
532
Vertex Planning Partners
Illinois
$1.5M +$49.2K +662 +3%
LF
533
Lantz Financial
Illinois
$1.5M +$48.1K +648 +3%
HNB
534
Huntington National Bank
Ohio
$1.5M -$1.17M
TP
535
Tranquility Partners
Tennessee
$1.49M +$39K +525 +3%
PWMG
536
Provence Wealth Management Group
California
$1.49M +$407K +5,477 +38%
FCFC
537
First Citizens Financial Corp
Iowa
$1.49M +$1.49M +20,028 New
BWM
538
BCGM Wealth Management
Indiana
$1.48M +$331K +4,452 +29%
TFS
539
Thoroughbred Financial Services
Tennessee
$1.48M -$99.9K -1,344 -6%
FFWA
540
FRG Family Wealth Advisors
Washington
$1.47M
BDF
541
Black Diamond Financial
Maryland
$1.46M -$15.9K -214 -1%
SFP
542
Shepherd Financial Partners
Massachusetts
$1.45M -$1.86K -25 -0.1%
MCM
543
Manchester Capital Management
Vermont
$1.44M
Vanguard Group
544
Vanguard Group
Pennsylvania
$1.44M -$51K -686 -3%
CMS
545
Capital Market Strategies
Florida
$1.44M -$11.2K -150 -0.8%
TI
546
Trexquant Investment
Connecticut
$1.43M +$1.43M +19,280 New
EP
547
Eudaimonia Partners
Tennessee
$1.43M -$467K -6,278 -25%
KWM
548
Kingsview Wealth Management
Oregon
$1.42M +$186K +2,498 +15%
FRA
549
FFG Retirement Advisors
Colorado
$1.42M -$7.95K -107 -0.6%
DB
550
Dravo Bay
Delaware
$1.42M -$177K -2,387 -11%