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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 %
PP
701
PDS Planning
Ohio
$665K +$1.64K +22 +0.2%
PAWA
702
Palo Alto Wealth Advisors
California
$665K -$63.9K -860 -9%
IWA
703
Intercontinental Wealth Advisors
Texas
$663K – – –
APC
704
Aspire Private Capital
North Carolina
$662K +$27.3K +367 +4%
BI
705
Berkeley Inc
Idaho
$661K -$11.4K -154 -2%
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$659K +$3.57K +48 +0.5%
4WM
707
4J Wealth Management
Virginia
$657K -$16.4K -220 -2%
SAMT
708
Select Asset Management & Trust
Pennsylvania
$656K -$2.38K -32 -0.4%
EGA
709
E&G Advisors
Texas
$651K – – –
BSW
710
Buckingham Strategic Wealth
Missouri
$651K +$35.7K +480 +6%
WP
711
WealthPLAN Partners
Nebraska
$651K -$226K -3,036 -26%
RFP
712
RCS Financial Planning
Maryland
$650K +$154K +2,073 +31%
FTS
713
Fifth Third Securities
Ohio
$647K -$106K -1,431 -14%
TAM
714
Townsend Asset Management
North Carolina
$646K -$17.8K -239 -3%
BFG
715
Bouchey Financial Group
New York
$644K -$199K -2,672 -24%
SM
716
Sensible Money
Arizona
$640K – – –
FG
717
Fiduciary Group
Georgia
$638K – – –
CRI
718
Commonwealth Retirement Investments
Virginia
$636K +$297 +4 +0%
EFG
719
Everhart Financial Group
Ohio
$630K -$3.49K -47 -0.6%
FA
720
Fountainhead AM
New Jersey
$613K -$89.4K -1,203 -13%
CAM
721
Cidel Asset Management
Ontario, Canada
$612K – – –
Bessemer Group
722
Bessemer Group
New Jersey
$609K -$22.3K -299 -4%
RCM
723
Raleigh Capital Management
North Carolina
$608K -$59.2K -796 -9%
LC
724
LCNB Corp
Ohio
$607K – – –
CM
725
Columbus Macro
Pennsylvania
$601K +$20K +268 +3%
27 28
29
30 31