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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
676
West Michigan Advisors
Michigan
$753K -$25.8K -354 -3%
TPWA
677
TRUE Private Wealth Advisors
Oregon
$752K +$313K +4,298 +71%
EFG
678
Erickson Financial Group
Pennsylvania
$751K -$69.6K -957 -8%
MIH
679
Meitav Investment House
Israel
$749K – – –
MWM
680
MBE Wealth Management
Wisconsin
$748K -$19.9K -273 -3%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$742K +$206K +2,827 +38%
OBWP
682
O'Brien Wealth Partners
Massachusetts
$741K -$59.9K -824 -7%
JGCM
683
Joseph Group Capital Management
Ohio
$741K -$277K -3,807 -27%
FTS
684
Fifth Third Securities
Ohio
$737K -$101K -1,394 -12%
TPWM
685
Twelve Points Wealth Management
Massachusetts
$736K +$91.3K +1,255 +14%
TC
686
TownSquare Capital
Utah
$730K +$382K +5,257 +110%
PFA
687
Pinnacle Family Advisors
Missouri
$726K +$49.5K +680 +7%
MFG
688
Midwest Financial Group
Kansas
$724K +$724K +9,952 New
Betterment LLC
689
Betterment LLC
New York
$720K -$1.86M -25,501 -72%
HH
690
Hilltop Holdings
Texas
$716K +$18.2K +250 +3%
PAWA
691
Palo Alto Wealth Advisors
California
$714K -$50.9K -700 -7%
CAM
692
Concorde Asset Management
Michigan
$707K -$523K -7,189 -43%
CA
693
Continuum Advisory
Idaho
$700K +$24.5K +337 +4%
NRI
694
NFP Retirement Inc
California
$694K +$123K +1,690 +22%
SWM
695
Silverlake Wealth Management
Vermont
$693K +$28.2K +388 +4%
RW
696
Regimen Wealth
Georgia
$693K +$159K +2,139 +30%
SGWM
697
Sterling Group Wealth Management
California
$691K -$372K -5,109 -35%
FA
698
Fountainhead AM
New Jersey
$687K -$21.2K -292 -3%
CPFP
699
Clear Perspectives Financial Planning
Ohio
$669K -$362K -4,975 -35%
MFG
700
Monumental Financial Group
Maryland
$667K +$166K +2,285 +33%
26 27
28
29 30