USMV icon

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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
+$656M
2
MRC
Millburn Ridgefield Corp
New York
+$259M
3
CCA
Catalyst Capital Advisors
New York
+$259M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$159M
5
Osaic Holdings
Osaic Holdings
Arizona
+$146M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$146M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$111M
4
Bank of America
Bank of America
North Carolina
-$88.9M
5
HFRG
Houlihan Financial Resource Group
Virginia
-$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
626
Copperleaf Capital
North Carolina
$870K -$194K -2,680 -18%
DWP
627
Destiny Wealth Partners
Florida
$869K -$10.1K -139 -1%
FSA
628
Financial Sense Advisors
California
$855K +$1.67K +23 +0.2%
LIA
629
LS Investment Advisors
Michigan
$845K – – –
BCA
630
Bay Colony Advisors
Massachusetts
$842K -$353K -4,875 -30%
PD
631
Planning Directions
Pennsylvania
$838K -$268K -3,701 -24%
FA
632
Forefront Analytics
Pennsylvania
$837K +$86.6K +1,197 +12%
CAM
633
Concorde Asset Management
Michigan
$836K +$113K +1,567 +16%
SPWM
634
Schrum Private Wealth Management
Florida
$833K – – –
MC
635
Moors & Cabot
Massachusetts
$833K -$1.81K -25 -0.2%
GHA
636
GW Henssler & Associates
Georgia
$825K +$4.42K +61 +0.5%
TI
637
TTP Investments
California
$824K +$824K +11,380 New
FCH
638
Freestone Capital Holdings
Washington
$815K -$106K -1,465 -12%
ISB
639
Iowa State Bank
Iowa
$814K -$131K -1,813 -14%
PFO
640
Pathstone Family Office
New Jersey
$809K +$472K +6,519 +140%
SW
641
Simplicity Wealth
New Jersey
$806K +$86.7K +1,198 +12%
GLLW
642
Graves Light Lenhart Wealth
Virginia
$803K – – –
TIAA Trust, National Association
643
TIAA Trust, National Association
North Carolina
$796K +$796K +11,003 New
LC
644
Lincoln Capital
Nebraska
$796K +$3.11K +43 +0.4%
VC
645
Veery Capital
Delaware
$786K -$362 -5 -0%
KOMWMG
646
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$783K -$37.2K -514 -5%
CPIA
647
Cornell Pochily Investment Advisors
New York
$783K – – –
WWP
648
WR Wealth Planners
Missouri
$782K -$171K -2,361 -18%
CWM
649
C2C Wealth Management
Arizona
$782K – – –
TPWM
650
Twelve Points Wealth Management
Massachusetts
$775K +$109K +1,507 +16%
24 25
26
27 28