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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
826
Valeo Financial Advisors
Indiana
$392K -$1.31K -18 -0.3%
NRC
827
New Republic Capital
North Carolina
$390K +$40.2K +552 +11%
State Street
828
State Street
Massachusetts
$387K -$7.06K -97 -2%
RPWA
829
Regent Peak Wealth Advisors
Georgia
$385K -$121K -1,661 -24%
MHR
830
Matthew Hamilton Rosenberg
$383K – – –
QWM
831
QP Wealth Management
New Jersey
$380K -$11.4K -157 -3%
BAAM
832
Baker Avenue Asset Management
California
$376K +$300K +4,126 +396%
3LCM
833
3D/L Capital Management
Connecticut
$372K +$18.5K +254 +5%
BJL
834
Brighton Jones LLC
Washington
$371K +$7.86K +108 +2%
Koshinski Asset Management
835
Koshinski Asset Management
Illinois
$367K +$30.6K +420 +9%
FFP
836
FourThought Financial Partners
Florida
$367K – – –
CCM
837
Cox Capital Management
Massachusetts
$366K +$12.8K +176 +4%
GBT
838
Grove Bank & Trust
Florida
$365K +$1.46K +20 +0.4%
NIC
839
Northwest Investment Counselors
Oregon
$364K -$300K -4,119 -45%
SCM
840
Shelton Capital Management
Colorado
$364K – – –
SCA
841
Sage Capital Advisors
South Dakota
$362K +$873 +12 +0.2%
PGFC
842
Peapack-Gladstone Financial Corp
New Jersey
$361K -$5.6K -77 -2%
FFA
843
Founders Financial Alliance
North Carolina
$361K -$37.8K -520 -9%
PCA
844
Prosperity Capital Advisors
Ohio
$357K +$357K +4,914 New
PCM
845
Parsons Capital Management
Rhode Island
$356K -$2.18K -30 -0.6%
AT
846
Avalon Trust
New Mexico
$352K +$352K +4,842 New
CCG
847
Cypress Capital Group
Florida
$352K -$9.46K -130 -3%
VVP
848
Venture Visionary Partners
Ohio
$352K – – –
D
849
Dentgroup
Louisiana
$351K +$119K +1,639 +51%
MAM
850
MMA Asset Management
Pennsylvania
$350K – – –
32 33
34
35 36