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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 %
Wealthfront Advisers
776
Wealthfront Advisers
California
$476K +$26.2K +352 +6%
AWM
777
Atticus Wealth Management
Florida
$476K -$67.9K -913 -12%
PG
778
Patten Group
Tennessee
$474K +$22K +296 +5%
LA
779
Latitude Advisors
Florida
$474K +$53.3K +717 +13%
HSA
780
HBK Sorce Advisory
Pennsylvania
$473K -$68.6K -923 -13%
OC
781
Oppenheimer & Co
New York
$472K -$37.3K -502 -7%
PPWM
782
PFG Private Wealth Management
Florida
$468K – – –
SW
783
SVB Wealth
Massachusetts
$466K -$3.74M -50,352 -89%
HIM
784
Hanlon Investment Management
New Jersey
$466K +$42K +565 +10%
RCM
785
Radnor Capital Management
Pennsylvania
$462K +$462K +6,211 New
BL
786
BFSG LLC
California
$461K -$596K -8,025 -56%
GC
787
Gibson Capital
Pennsylvania
$461K – – –
KIA
788
KCM Investment Advisors
California
$460K – – –
ABC
789
Associated Banc-Corp
Wisconsin
$459K – – –
MFG
790
Magnus Financial Group
New York
$457K -$77.1K -1,037 -14%
AFO
791
Allie Family Office
Florida
$455K – – –
GIA
792
Goodwin Investment Advisory
Georgia
$454K -$58.6K -789 -11%
LF
793
LifeSteps Financial
California
$452K -$16.7K -224 -4%
WB
794
Webster Bank
Connecticut
$452K -$4.98K -67 -1%
IF
795
Integrity Financial
Wyoming
$450K -$409K -5,502 -48%
GJIA
796
Glass Jacobson Investment Advisors
Maryland
$447K +$447K +6,020 New
SWM
797
Selective Wealth Management
Virginia
$447K +$447K +6,074 New
SC
798
Sinecera Capital
Texas
$445K +$1.19K +16 +0.3%
FA
799
Flagstar Advisors
New York
$445K -$222K -2,981 -33%
COCM
800
Charter Oak Capital Management
New Hampshire
$445K +$17.2K +232 +4%
30 31
32
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