USMV icon

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 %
FCIM
826
Fairview Capital Investment Management
California
$409K -$7.43K -100 -2%
PWW
827
Pettyjohn Wood & White
Virginia
$408K – – –
WF
828
Warner Financial
Maryland
$408K +$297 +4 +0.1%
PFA
829
Professional Financial Advisors
Nebraska
$406K +$2.23K +30 +0.6%
EWM
830
Evermay Wealth Management
Virginia
$406K – – –
VFA
831
Valeo Financial Advisors
Indiana
$404K +$4.09K +55 +1%
CTI
832
Community Trust & Investment
Kentucky
$403K – – –
RFN
833
Redwood Financial Network
Ohio
$402K -$141K -1,899 -26%
WWM
834
Wagner Wealth Management
South Carolina
$401K – – –
AT
835
Avalon Trust
New Mexico
$399K +$39K +525 +11%
SRWM
836
Shira Ridge Wealth Management
California
$399K -$97.8K -1,316 -20%
GA
837
Gateway Advisory
New Jersey
$399K -$14.6K -196 -4%
QWM
838
QP Wealth Management
New Jersey
$397K +$8.55K +115 +2%
WEG
839
World Equity Group
Illinois
$391K -$1.08M -14,466 -73%
FPAS
840
Focus Partners Advisor Solutions
Missouri
$391K +$153K +2,063 +65%
BJL
841
Brighton Jones LLC
Washington
$390K +$11.1K +150 +3%
RFC
842
Regions Financial Corp
Alabama
$388K -$30.1K -405 -7%
MWM
843
Mission Wealth Management
California
$383K -$19.8K -266 -5%
CCM
844
Cox Capital Management
Massachusetts
$382K +$8.47K +114 +2%
FA
845
Fiduciary Alliance
South Carolina
$377K +$377K +5,078 New
RCG
846
Resource Consulting Group
Florida
$377K -$28.2K -380 -7%
SCA
847
Sage Capital Advisors
South Dakota
$372K +$2.16K +29 +0.6%
NIC
848
Northwest Investment Counselors
Oregon
$372K – – –
SCM
849
Shelton Capital Management
Colorado
$372K – – –
GBT
850
Grove Bank & Trust
Florida
$372K -$1.49K -20 -0.4%
32 33
34
35 36