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 %
FFA
851
Founders Financial Alliance
North Carolina
$369K +$372 +5 +0.1%
PGFC
852
Peapack-Gladstone Financial Corp
New Jersey
$369K – – –
RPWA
853
Regent Peak Wealth Advisors
Georgia
$366K -$27K -363 -7%
SFG
854
Sage Financial Group
Pennsylvania
$366K -$56.6K -762 -13%
IGWM
855
ICA Group Wealth Management
Colorado
$362K +$104K +1,402 +40%
VVP
856
Venture Visionary Partners
Ohio
$359K – – –
IWN
857
Independent Wealth Network
Iowa
$359K +$23.6K +318 +7%
MAM
858
MMA Asset Management
Pennsylvania
$357K – – –
NRI
859
NFP Retirement Inc
California
$352K -$357K -4,801 -50%
SW
860
SlateStone Wealth
Florida
$350K +$297 +4 +0.1%
PCM
861
Parsons Capital Management
Rhode Island
$349K -$14.1K -190 -4%
WB
862
WesBanco Bank
West Virginia
$348K -$7.8K -105 -2%
WANY
863
Wealthspire Advisors (New York)
New York
$347K -$2.45K -33 -0.7%
PFO
864
Pathstone Family Office
New Jersey
$346K -$5.58K -75 -2%
VPIM
865
Vanguard Personalized Indexing Management
California
$346K – – –
CWP
866
Concord Wealth Partners
Virginia
$344K +$58.2K +783 +20%
CCA
867
Clearwater Capital Advisors
Illinois
$340K -$7.28K -98 -2%
ACA
868
Aptus Capital Advisors
Alabama
$339K +$80.5K +1,083 +31%
MMM
869
Mendel Money Management
Illinois
$338K +$29.8K +401 +10%
AFP
870
Ausdal Financial Partners
Iowa
$334K -$138K -1,859 -29%
WSTAM
871
Wilbanks Smith & Thomas Asset Management
Virginia
$332K -$161K -2,161 -33%
TWA
872
Talisman Wealth Advisors
New Jersey
$331K -$22.6K -304 -6%
CW
873
Connectus Wealth
Ohio
$329K +$329K +4,429 New
FCI
874
Financial Counselors Inc
Kansas
$326K +$69.8K +939 +27%
State Street
875
State Street
Massachusetts
$324K -$71.4K -961 -18%
33 34
35
36 37