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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,140 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 585 reducing their positions, and 69 closing their positions.

Holders
1,140
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.18%
Holding in Top 10
117
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.59%
% of All Funds
1.87%
New
81
Increased
302
Reduced
585
Closed
69
Calls
$1.46M
Puts
$767K
Net Calls
+$697K
Net Calls Change
-$239K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.93B
2
MRC
2
Millburn Ridgefield Corp
New York
$259M
3
CCA
3
Catalyst Capital Advisors
New York
$259M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$247M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.65B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$123M
4
Bank of America
4
Bank of America
North Carolina
$2.89B
5
HFRG
5
Houlihan Financial Resource Group
Virginia
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
51
Advocacy Wealth Management Services
Georgia
$57.4M 792,617 +28,011 +4%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$56.9M 786,605 -68,725 -8%
SPIA
53
Steward Partners Investment Advisory
New York
$50M 690,809 +3,396 +0.5%
PAG
54
Private Advisor Group
New Jersey
$48.8M 674,417 -11,615 -2%
Capstone Investment Advisors
55
Capstone Investment Advisors
New York
$45M 622,029 -633,971 -50%
LFA
56
Legacy Financial Advisors
Kentucky
$44.2M 611,205 -14,725 -2%
CAN
57
Cetera Advisor Networks
California
$42.9M 592,519 +10,925 +2%
NA
58
NewEdge Advisors
Louisiana
$42.1M 581,258 -13,422 -2%
FFA
59
Fragasso Financial Advisors
Pennsylvania
$39.1M 540,043 +1,474 +0.3%
Stifel Financial
60
Stifel Financial
Missouri
$38.9M 536,749 -126,990 -19%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$38.8M 535,355 +73,511 +16%
GWM
62
Geneos Wealth Management
Colorado
$38.1M 526,208 +15,986 +3%
OIA
63
OneDigital Investment Advisors
Kansas
$37.7M 521,548 -195,310 -27%
Truist Financial
64
Truist Financial
North Carolina
$37.4M 516,716 -34,184 -6%
BCI
65
Brinker Capital Investments
Pennsylvania
$36.9M 510,440 +278,011 +120%
OPS
66
Orion Portfolio Solutions
Nebraska
$36.9M 510,440 +278,011 +120%
M&T Bank
67
M&T Bank
New York
$36.7M 507,108 -19,872 -4%
AWAG
68
ARS Wealth Advisors Group
Florida
$35.5M 489,879 +6,753 +1%
AWS
69
Atria Wealth Solutions
New York
$34.1M 470,205 +17,879 +4%
KeyBank National Association
70
KeyBank National Association
Ohio
$33.9M 467,720 -46,782 -9%
GBWM
71
Granite Bay Wealth Management
New Hampshire
$33.4M 448,153 +440,423 +5,698%
EWM
72
Executive Wealth Management
Michigan
$31.7M 438,236 +190,396 +77%
AllianceBernstein
73
AllianceBernstein
Tennessee
$31.5M 435,053 -6,920 -2%
WP
74
WealthSource Partners
California
$31.3M 432,438 +27,968 +7%
HF
75
Halpern Financial
Virginia
$30.5M 420,898 -67,524 -14%
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