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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.

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 %
CC
601
Copperleaf Capital
North Carolina
$1.09M -$2.23K -30 -0.2%
MP
602
McDonald Partners
Ohio
$1.08M – – –
VAS
603
Vestmark Advisory Solutions
Massachusetts
$1.08M +$25.5K +343 +2%
WF
604
Welch & Forbes
Massachusetts
$1.08M +$11.1K +150 +1%
WT
605
Whittier Trust
California
$1.07M – – –
BFA
606
BMS Financial Advisors
South Dakota
$1.05M -$535K -7,195 -34%
YWS
607
Yarger Wealth Strategies
Ohio
$1.05M -$13.8K -186 -1%
SCM
608
Stonehearth Capital Management
Massachusetts
$1.04M -$5.48M -73,670 -84%
IC
609
Inscription Capital
Texas
$1.02M -$1.12M -15,030 -52%
PMG
610
ProVise Management Group
Florida
$1.02M -$73.8K -993 -7%
VCA
611
Verdence Capital Advisors
Maryland
$1.01M +$2.68K +36 +0.3%
SSWM
612
Sheets Smith Wealth Management
North Carolina
$1.01M +$20.2K +272 +2%
SXL
613
Summit X LLC
Missouri
$1.01M -$24.9K -335 -2%
AAG
614
Armstrong Advisory Group
Massachusetts
$1M +$1.19K +16 +0.1%
NRW
615
Nova R Wealth
Kansas
$1M +$1.49K +20 +0.1%
PJSIMP
616
P.J. Schmidt Investment Management (PJS)
Wisconsin
$998K -$1.35M -17,725 -57%
FMN
617
Financial Management Network
California
$986K -$34.7K -468 -3%
WWP
618
WR Wealth Planners
Missouri
$979K -$5.65K -76 -0.6%
SIA
619
Soltis Investment Advisors
Utah
$978K -$10.9K -147 -1%
VWM
620
Venturi Wealth Management
Texas
$972K -$33.7K -453 -3%
ISB
621
Iowa State Bank
Iowa
$970K -$175K -2,348 -15%
CG
622
Clifford Group
Massachusetts
$966K -$643K -8,646 -40%
SVWAG
623
Sound View Wealth Advisors Group
Georgia
$963K -$100K -1,346 -9%
MGIA
624
Moneta Group Investment Advisors
Missouri
$950K +$144K +1,935 +18%
SHFP
625
Second Half Financial Partners
Florida
$947K +$947K +12,746 New
23 24
25
26 27