USMV icon

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.

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Cerity Partners
Cerity Partners
New York
+$110M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$89.8M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$571M
2
SWG
Summit Wealth Group
Vermont
-$177M
3
SG Americas Securities
SG Americas Securities
New York
-$125M
4
BCM
Brookstone Capital Management
Illinois
-$38.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
551
Perennial Investment Advisors
California
$1.41M +$36.7K +494 +3%
SWA
552
Stratos Wealth Advisors
Ohio
$1.41M +$415K +5,578 +42%
BFEC
553
Benjamin F. Edwards & Company
Missouri
$1.41M +$154K +2,075 +12%
CG
554
CFO4Life Group
Texas
$1.4M -$62K -834 -4%
PAMG
555
Patton Albertson Miller Group
Tennessee
$1.38M -$6.8M -91,514 -83%
CFCI
556
Comprehensive Financial Consultants Institutional
Indiana
$1.38M -$61.2K -823 -4%
DT
557
Diversified Trust
Tennessee
$1.37M +$104K +1,404 +8%
BWIA
558
Bryant Woods Investment Advisors
New York
$1.37M -$37.2K -501 -3%
RBFC
559
Roman Butler Fullerton & Co
Missouri
$1.36M -$53.3K -711 -4%
CPA
560
Cardiff Park Advisors
California
$1.36M +$1.19K +16 +0.1%
CIBC World Market
561
CIBC World Market
Ontario, Canada
$1.36M -$55.2K -743 -4%
CG
562
Caprock Group
Idaho
$1.36M -$13.2K -177 -1%
MOS
563
MGO One Seven
Ohio
$1.35M -$1.78M -23,918 -57%
KA
564
Kovack Advisors
Florida
$1.35M -$405K -5,453 -23%
CTWM
565
Cherry Tree Wealth Management
Minnesota
$1.34M +$1.34M +18,051 New
Brown Advisory
566
Brown Advisory
Maryland
$1.32M -$40.4K -544 -3%
QPWM
567
Quadrant Private Wealth Management
Pennsylvania
$1.31M +$316K +4,255 +32%
AFO
568
Arrowroot Family Office
California
$1.28M +$807K +10,854 +170%
EWM
569
Endowment Wealth Management
Wisconsin
$1.28M +$20.3K +273 +2%
SAM
570
Strategy Asset Managers
California
$1.28M +$35.7K +480 +3%
STA
571
Summit Trail Advisors
New York
$1.26M -$101K -1,359 -7%
CWM
572
CCG Wealth Management
California
$1.25M -$127K -1,711 -9%
PCIA
573
Prime Capital Investment Advisors
Kansas
$1.25M +$771K +10,371 +161%
IAN
574
Integrated Advisors Network
Texas
$1.25M -$34.6K -465 -3%
GT
575
Greenleaf Trust
Michigan
$1.25M +$7.58K +102 +0.6%
21 22
23
24 25