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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.

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
1
Fidelity Investments
Massachusetts
$1.31B
2
APF
2
Alaska Permanent Fund
Alaska
$351M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.02B
4
Cerity Partners
4
Cerity Partners
New York
$115M
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$93.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.18B
2
SWG
2
Summit Wealth Group
Vermont
$322K
3
SG Americas Securities
3
SG Americas Securities
New York
$533K
4
BCM
4
Brookstone Capital Management
Illinois
$106M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$53.3M 716,858 +72,140 +11%
SPIA
52
Steward Partners Investment Advisory
New York
$51.1M 687,413 -14,389 -2%
PAG
53
Private Advisor Group
New Jersey
$51M 686,032 -43,272 -6%
Stifel Financial
54
Stifel Financial
Missouri
$49.3M 663,739 -14,711 -2%
BCM
55
BlueCrest Capital Management
Jersey
$48.2M 648,845 +572,314 +748%
LFA
56
Legacy Financial Advisors
Kentucky
$46.5M 625,930 -7,670 -1%
NA
57
NewEdge Advisors
Louisiana
$44.2M 594,680 +86,337 +17%
CAN
58
Cetera Advisor Networks
California
$43.2M 581,594 +9,307 +2%
Truist Financial
59
Truist Financial
North Carolina
$40.9M 550,900 +1,988 +0.4%
FFA
60
Fragasso Financial Advisors
Pennsylvania
$40M 538,569 +2,263 +0.4%
M&T Bank
61
M&T Bank
New York
$39.2M 526,980 -30,786 -6%
KeyBank National Association
62
KeyBank National Association
Ohio
$38.2M 514,502 -17,887 -3%
GWM
63
Geneos Wealth Management
Colorado
$37.9M 510,222 +11,407 +2%
HF
64
Halpern Financial
Virginia
$36.3M 488,422 -30,680 -6%
AWAG
65
ARS Wealth Advisors Group
Florida
$35.9M 483,126 -15,112 -3%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$34.5M 464,056 +464,056 New
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$34.3M 461,844 +115,582 +33%
SWP
68
Stratos Wealth Partners
Ohio
$34.2M 460,594 +138,607 +43%
AWS
69
Atria Wealth Solutions
New York
$33.6M 452,326 +6,031 +1%
AllianceBernstein
70
AllianceBernstein
Tennessee
$32.9M 441,973 +1,706 +0.4%
KA
71
Klingman & Associates
New York
$31.9M 428,966 -23,277 -5%
HighTower Advisors
72
HighTower Advisors
Illinois
$31.8M 428,631 +22,202 +5%
GC
73
GFG Capital
Florida
$30.4M 210,785 -1,474 -0.7%
WP
74
WealthSource Partners
California
$30.1M 404,470 +2,266 +0.6%
GT
75
Glenmede Trust
Pennsylvania
$29.7M 408,514 – –
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