USMV icon

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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
+$656M
2
MRC
Millburn Ridgefield Corp
New York
+$259M
3
CCA
Catalyst Capital Advisors
New York
+$259M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$159M
5
Osaic Holdings
Osaic Holdings
Arizona
+$146M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$146M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$111M
4
Bank of America
Bank of America
North Carolina
-$88.9M
5
HFRG
Houlihan Financial Resource Group
Virginia
-$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
726
Waverly Advisors
Alabama
$554K -$115K -1,587 -17%
FMN
727
Financial Management Network
California
$553K -$402K -5,584 -42%
CFG
728
Cooper Financial Group
California
$552K -$114K -1,575 -17%
CA
729
Claro Advisors
Massachusetts
$544K -$12.8K -177 -2%
FNBT
730
FineMark National Bank & Trust
Florida
$542K -$40.1K -554 -7%
TIA
731
Traphagen Investment Advisors
New Jersey
$541K -$3.19K -44 -0.6%
ICP
732
Interchange Capital Partners
Pennsylvania
$541K -$110K -1,521 -17%
KP
733
Keel Point
Alabama
$540K – – –
MAM
734
Milestone Asset Management
Pennsylvania
$539K -$20.9K -290 -4%
VCP
735
Vista Capital Partners
Oregon
$534K – – –
CRI
736
Commonwealth Retirement Investments
Virginia
$534K -$85K -1,175 -14%
EL
737
EMFO LLC
Florida
$533K – – –
NRC
738
New Republic Capital
North Carolina
$531K +$127K +1,742 +31%
LHC
739
Little House Capital
Massachusetts
$528K +$528K +7,298 New
TAM
740
Townsend Asset Management
North Carolina
$524K -$105K -1,448 -17%
OWM
741
OneAscent Wealth Management
Alabama
$521K -$170K -2,337 -25%
MCWS
742
McKinley Carter Wealth Services
West Virginia
$521K -$57.2K -790 -10%
SW
743
StrongBox Wealth
Missouri
$520K – – –
BFG
744
Bouchey Financial Group
New York
$518K -$110K -1,513 -17%
WA
745
Waddell & Associates
Tennessee
$515K – – –
EB
746
Exchange Bank
California
$514K – – –
RCM
747
Requisite Capital Management
Texas
$513K – – –
MWM
748
Meridian Wealth Management
Kentucky
$513K -$40.3K -557 -7%
CSPIA
749
Cary Street Partners Investment Advisory
Virginia
$503K -$6.01K -83 -1%
HL
750
HeadInvest LLC
Maine
$497K – – –
28 29
30
31 32