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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 %
BWA
651
BDO Wealth Advisors
Florida
$821K -$520 -7 -0.1%
LC
652
Lincoln Capital
Nebraska
$814K +$8.25K +111 +1%
CWM
653
C2C Wealth Management
Arizona
$814K – – –
CWA
654
Clearview Wealth Advisors
Oregon
$813K -$86.6K -1,165 -10%
GS
655
GTS Securities
New York
$811K +$811K +10,917 New
VC
656
Veery Capital
Delaware
$808K +$30.7K +413 +4%
CPIA
657
Cornell Pochily Investment Advisors
New York
$804K -$33.4K -449 -4%
OPWM
658
Oxinas Partners Wealth Management
Indiana
$803K +$6.99K +94 +0.9%
TVAMP
659
Tennessee Valley Asset Management Partners
Tennessee
$797K -$40.7K -548 -5%
AWA
660
Arete Wealth Advisors
Illinois
$793K -$5.72K -77 -0.7%
KCM
661
Kathmere Capital Management
Pennsylvania
$791K +$21K +283 +3%
PWG
662
Private Wealth Group
Florida
$782K – – –
JIP
663
Jaffetilchin Investment Partners
Florida
$777K +$892 +12 +0.1%
PWM
664
Provident Wealth Management
Tennessee
$775K -$297 -4 -0%
FA
665
Forefront Analytics
Pennsylvania
$771K -$55.2K -743 -7%
OBWP
666
O'Brien Wealth Partners
Massachusetts
$757K – – –
EFG
667
Erickson Financial Group
Pennsylvania
$757K -$10.1K -136 -1%
MIH
668
Meitav Investment House
Israel
$749K – – –
RW
669
Regimen Wealth
Georgia
$746K +$51.1K +688 +7%
CAM
670
Concorde Asset Management
Michigan
$745K +$23.1K +311 +3%
PFA
671
Pinnacle Family Advisors
Missouri
$745K +$3.27K +44 +0.4%
SW
672
Simplicity Wealth
New Jersey
$739K +$75.1K +1,011 +11%
JSL
673
JT Stratford LLC
Georgia
$738K -$33.2K -447 -4%
MFG
674
Midwest Financial Group
Kansas
$737K -$3.05K -41 -0.4%
T
675
TRUADVICE
Florida
$729K -$226K -3,018 -24%
25 26
27
28 29