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 %
KCM
651
Kathmere Capital Management
Pennsylvania
$772K +$2.24K +31 +0.3%
WWC
652
Waypoint Wealth Counsel
Georgia
$770K -$709K -9,792 -48%
TVAMP
653
Tennessee Valley Asset Management Partners
Tennessee
$768K -$8.69K -120 -1%
3IP
654
3Chopt Investment Partners
Virginia
$766K +$766K +10,459 New
OPWM
655
Oxinas Partners Wealth Management
Indiana
$765K -$16.9K -233 -2%
JIP
656
Jaffetilchin Investment Partners
Florida
$762K +$5.86K +81 +0.8%
VWM
657
Venturi Wealth Management
Texas
$753K -$193K -2,666 -20%
FCP
658
Fidelis Capital Partners
Florida
$752K -$159K -2,200 -17%
Betterment LLC
659
Betterment LLC
New York
$751K +$88.4K +1,220 +13%
PJSIMP
660
P.J. Schmidt Investment Management (PJS)
Wisconsin
$747K -$201K -2,786 -21%
PWG
661
Private Wealth Group
Florida
$739K -$22.7K -314 -3%
OBWP
662
O'Brien Wealth Partners
Massachusetts
$738K – – –
PWM
663
Provident Wealth Management
Tennessee
$733K -$22K -304 -3%
EFG
664
Erickson Financial Group
Pennsylvania
$732K -$4.99K -69 -0.7%
MIH
665
Meitav Investment House
Israel
$729K -$3.71K -51 -0.5%
OCM
666
Orion Capital Management
California
$726K -$145K -2,000 -17%
BFG
667
Beacon Financial Group
Texas
$720K +$720K +9,610 New
EF
668
Empowered Funds
Pennsylvania
$713K +$713K +9,852 New
SF
669
Synovus Financial
Georgia
$711K -$99.4K -1,373 -12%
SWM
670
Silverlake Wealth Management
Vermont
$708K +$15.2K +210 +2%
SCM
671
Stonehearth Capital Management
Massachusetts
$705K -$303K -4,185 -30%
MFG
672
Midwest Financial Group
Kansas
$705K -$12.7K -175 -2%
WMA
673
West Michigan Advisors
Michigan
$702K +$2.97K +41 +0.4%
WP
674
WealthPLAN Partners
Nebraska
$688K +$54.9K +758 +9%
OMC
675
Old Mission Capital
Illinois
$688K +$688K +9,500 New
25 26
27
28 29