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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 %
APIM
801
Agate Pass Investment Management
Washington
$443K +$14.9K +200 +3%
HCA
802
Heck Capital Advisors
Wisconsin
$441K +$223 +3 +0.1%
GIA
803
Guyasuta Investment Advisors
Pennsylvania
$439K – – –
DP
804
Denver PWM
Colorado
$437K -$8.66K -117 -2%
PL
805
Parthenon LLC
Kentucky
$437K – – –
GAM
806
GEM Asset Management
Michigan
$436K -$22.4K -301 -5%
SWA
807
SFMG Wealth Advisors
Texas
$434K +$17.7K +238 +4%
GT
808
Glenview Trust
Kentucky
$433K +$433K +5,824 New
WMS
809
Wealth Management Solutions
Pennsylvania
$431K -$401K -5,391 -48%
SPL
810
Smart Portfolios LLC
Washington
$430K +$209K +2,816 +95%
BFG
811
Bleakley Financial Group
New Jersey
$427K -$11.9K -160 -3%
PWP
812
Phillips Wealth Planners
Mississippi
$425K +$3.12K +42 +0.7%
RFA
813
Register Financial Advisors
Georgia
$425K +$17K +229 +4%
ACP
814
Aveo Capital Partners
Colorado
$424K -$1.56K -21 -0.4%
AP
815
Appleton Partners
Massachusetts
$423K -$6.32K -85 -1%
BFA
816
Beaumont Financial Advisors
Massachusetts
$419K +$8.55K +115 +2%
KDA
817
Kraft Davis & Associates
Missouri
$419K +$419K +5,571 New
GCM
818
Gallacher Capital Management
Colorado
$418K – – –
AWP
819
Ascent Wealth Partners
New York
$415K +$9.89K +133 +2%
DWM
820
Destination Wealth Management
California
$414K +$145K +1,947 +54%
NRC
821
New Republic Capital
North Carolina
$413K +$14.9K +201 +4%
BCWM
822
Bartlett & Co Wealth Management
Ohio
$413K +$344K +4,629 +499%
BC
823
Bartlett & Co
Ohio
$413K +$344K +4,629 +499%
HH
824
Hilltop Holdings
Texas
$410K -$321K -4,325 -44%
SF
825
Symphony Financial
Texas
$410K +$410K +5,568 New
31 32
33
34 35