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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 %
4WM
701
4J Wealth Management
Virginia
$659K -$95.4K -1,311 -13%
BI
702
Berkeley Inc
Idaho
$658K +$873 +12 +0.1%
MCWS
703
McKinley Carter Wealth Services
West Virginia
$656K +$82.1K +1,129 +14%
RCM
704
Raleigh Capital Management
North Carolina
$653K +$190K +2,618 +41%
FA
705
Flagstar Advisors
New York
$652K -$202K -2,779 -24%
SW
706
Simplicity Wealth
New Jersey
$650K +$317K +4,359 +95%
TAM
707
Townsend Asset Management
North Carolina
$650K -$11K -151 -2%
PP
708
PDS Planning
Ohio
$650K +$2.33K +32 +0.4%
IWA
709
Intercontinental Wealth Advisors
Texas
$649K – – –
ACM
710
Advisors Capital Management
New Jersey
$647K -$63.6K -875 -9%
SAMT
711
Select Asset Management & Trust
Pennsylvania
$645K -$3.49M -47,921 -84%
BTWM
712
Baker Tilly Wealth Management
Wisconsin
$641K +$113K +1,558 +21%
EGA
713
E&G Advisors
Texas
$637K – – –
SM
714
Sensible Money
Arizona
$626K – – –
WC
715
Waterloo Capital
Texas
$625K +$625K +8,588 New
FG
716
Fiduciary Group
Georgia
$624K – – –
BMCM
717
Bryn Mawr Capital Management
Pennsylvania
$623K -$436 -6 -0.1%
CRI
718
Commonwealth Retirement Investments
Virginia
$622K +$163K +2,238 +35%
APC
719
Aspire Private Capital
North Carolina
$621K +$41.3K +568 +7%
TIA
720
Traphagen Investment Advisors
New Jersey
$620K +$11.9K +163 +2%
EFG
721
Everhart Financial Group
Ohio
$620K +$15.1K +207 +2%
Bessemer Group
722
Bessemer Group
New Jersey
$617K +$246K +3,387 +66%
SP
723
Successful Portfolios
Florida
$616K +$31.1K +428 +5%
CFG
724
Cooper Financial Group
California
$613K +$112K +1,542 +22%
USCWA
725
U.S. Capital Wealth Advisors
Texas
$610K -$1.8M -24,679 -75%
27 28
29
30 31