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 %
FCH
626
Freestone Capital Holdings
Washington
$946K -$13.6K -183 -1%
FCP
627
Fidelis Capital Partners
Florida
$935K +$935K +12,583 New
CWM
628
Concentrum Wealth Management
California
$929K
PCA
629
Peddock Capital Advisors
Massachusetts
$927K -$282K -3,790 -23%
TPWA
630
TRUE Private Wealth Advisors
Oregon
$922K +$154K +2,068 +20%
DWP
631
Destiny Wealth Partners
Florida
$921K -$41K -541 -4%
GA
632
Goldstein Advisors
Wisconsin
$921K +$372 +5 +0%
SC
633
Scotia Capital
Ontario, Canada
$904K -$34.3K -462 -4%
AWM
634
Avaii Wealth Management
Wisconsin
$898K +$5.06K +68 +0.6%
OCM
635
Orion Capital Management
California
$894K -$144K -1,931 -14%
IFWM
636
Institute for Wealth Management
Colorado
$878K -$89.2K -1,200 -9%
FSA
637
Financial Sense Advisors
California
$877K -$1.86K -25 -0.2%
LIA
638
LS Investment Advisors
Michigan
$867K -$211K -2,839 -20%
TF
639
TimeScale Financial
Massachusetts
$866K +$248K +3,341 +40%
WMA
640
Wealth Management Associates
New Jersey
$858K +$7.36K +99 +0.9%
MFG
641
Monumental Financial Group
Maryland
$857K +$176K +2,367 +26%
MC
642
Moors & Cabot
Massachusetts
$857K -$75.4K -1,014 -8%
SPWM
643
Schrum Private Wealth Management
Florida
$856K -$2.08K -28 -0.2%
TF
644
TIAA FSB
Florida
$852K +$52.8K +711 +7%
CA
645
Calton & Associates
Florida
$849K -$25.9K -348 -3%
KOMWMG
646
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$843K +$3.12K +42 +0.4%
GHA
647
GW Henssler & Associates
Georgia
$842K -$34.4K -463 -4%
CFA
648
Cahill Financial Advisors
Minnesota
$839K -$7.06K -95 -0.8%
SF
649
Synovus Financial
Georgia
$831K -$1.02M -13,665 -55%
GLLW
650
Graves Light Lenhart Wealth
Virginia
$826K