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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 %
PFGIA
676
Patriot Financial Group Insurance Agency
Massachusetts
$726K -$32.2K -433 -4%
LWM
677
Lodestone Wealth Management
Washington
$725K -$1.16M -15,615 -62%
WMA
678
West Michigan Advisors
Michigan
$718K -$51.1K -688 -7%
AFG
679
Atomi Financial Group
New York
$717K -$176K -2,364 -20%
AWM
680
Aspire Wealth Management
Massachusetts
$715K -$385K -5,173 -35%
MWM
681
MBE Wealth Management
Wisconsin
$715K -$49.4K -664 -6%
GCP
682
GSA Capital Partners
United Kingdom
$712K +$712K +9,580 New
SWM
683
Silverlake Wealth Management
Vermont
$712K +$3.2K +43 +0.5%
BWM
684
BCS Wealth Management
Tennessee
$708K -$92.4K -1,242 -12%
OWM
685
OneAscent Wealth Management
Alabama
$706K -$137K -1,838 -16%
CA
686
Continuum Advisory
Idaho
$706K -$9.66K -130 -1%
CRWM
687
Castle Rock Wealth Management
California
$706K -$71K -958 -9%
RWA
688
Ropes Wealth Advisors
Massachusetts
$704K -$399K -5,365 -36%
SF
689
Summit Financial
New Jersey
$697K -$170K -2,290 -20%
ACM
690
Advisors Capital Management
New Jersey
$687K +$25.4K +342 +4%
WA
691
Waverly Advisors
Alabama
$687K -$5.43M -73,054 -89%
TPWM
692
Twelve Points Wealth Management
Massachusetts
$684K -$68.2K -917 -9%
CFG
693
Cooper Financial Group
California
$684K +$57.3K +771 +9%
KWA
694
Kingswood Wealth Advisors
California
$682K +$682K +9,171 New
Betterment LLC
695
Betterment LLC
New York
$680K -$55.4K -745 -8%
WHCI
696
W.H. Cornerstone Investments
Massachusetts
$674K +$56.2K +756 +9%
SS
697
Sunbelt Securities
Texas
$674K +$170K +2,288 +34%
JGCM
698
Joseph Group Capital Management
Ohio
$673K -$84.4K -1,135 -11%
SGWM
699
Sterling Group Wealth Management
California
$670K -$36K -484 -5%
ICP
700
Interchange Capital Partners
Pennsylvania
$668K +$162K +2,182 +32%
26 27
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