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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 %
D
751
Dentgroup
Louisiana
$536K +$177K +2,384 +49%
SW
752
StrongBox Wealth
Missouri
$534K +$65K +875 +14%
SG Americas Securities
753
SG Americas Securities
New York
$533K -$125M -1,675,723 -100%
IAS
754
Insigneo Advisory Services
Florida
$532K -$14.7K -198 -3%
WA
755
Waddell & Associates
Tennessee
$529K -$2.97K -40 -0.6%
EB
756
Exchange Bank
California
$528K +$528K +7,100 New
RCM
757
Requisite Capital Management
Texas
$527K – – –
CSPIA
758
Cary Street Partners Investment Advisory
Virginia
$522K – – –
JWCA
759
J.W. Coons Advisors
Ohio
$520K +$892 +12 +0.2%
HL
760
HeadInvest LLC
Maine
$519K +$39.4K +525 +8%
OFG
761
Oxford Financial Group
Indiana
$518K +$50K +673 +11%
PCA
762
Prosperity Capital Advisors
Ohio
$518K +$152K +2,048 +42%
MA
763
MKT Advisors
California
$512K -$22.3K -296 -4%
BW
764
Bison Wealth
Georgia
$506K +$159K +2,140 +46%
CCM
765
Coldstream Capital Management
Washington
$502K +$54.3K +730 +12%
MPCG
766
Matrix Private Capital Group
New York
$500K – – –
EIA
767
Eldridge Investment Advisors
New Hampshire
$498K – – –
MCA
768
MSH Capital Advisors
Arizona
$496K +$40.1K +540 +9%
MFS
769
Madrona Financial Services
Washington
$494K +$494K +6,643 New
SFPG
770
Stonebridge Financial Planning Group
Florida
$493K -$10.2K -137 -2%
CFO
771
Collective Family Office
Pennsylvania
$491K – – –
WTC
772
WhitTier Trust Company
Nevada
$489K -$11.1K -150 -2%
SAM
773
Silvercrest Asset Management
New York
$483K +$1.12K +15 +0.2%
RWP
774
Ridgecrest Wealth Partners
California
$482K -$12.6K -169 -3%
NHT
775
New Hampshire Trust
New Hampshire
$477K – – –
29 30
31
32 33