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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 %
DIA
901
Dana Investment Advisors
Wisconsin
$290K -$52K -700 -15%
Koshinski Asset Management
902
Koshinski Asset Management
Illinois
$289K -$86.2K -1,160 -23%
FNT
903
First National Trust
Pennsylvania
$289K – – –
LNB
904
Ledyard National Bank
$288K +$1.41K +19 +0.5%
FRA
905
Front Row Advisors
California
$287K – – –
MWM
906
Merriman Wealth Management
Washington
$287K +$287K +3,859 New
LWP
907
Lumature Wealth Partners
Georgia
$287K +$30.8K +415 +12%
SCA
908
Southern Capital Advisors
Tennessee
$286K +$1.12K +15 +0.4%
EWA
909
EverSource Wealth Advisors
Alabama
$285K -$4.46K -60 -2%
RP
910
Rowlandmiller & Partners
Georgia
$285K – – –
TA
911
TFB Advisors
Kansas
$284K +$55.2K +743 +24%
GC
912
Guidance Capital
Kentucky
$283K +$283K +3,768 New
MSCM
913
McElhenny Sheffield Capital Management
Texas
$283K – – –
SMA
914
Sage Mountain Advisors
Georgia
$280K +$280K +3,763 New
TAM
915
Tocqueville Asset Management
New York
$278K -$9.14K -123 -3%
MHS
916
M Holdings Securities
Oregon
$278K -$144K -1,934 -34%
SOS
917
Silver Oak Securities
Tennessee
$274K +$18K +242 +7%
KWM
918
Kolinsky Wealth Management
New Jersey
$273K +$221 +3 +0.1%
SFA
919
Sequoia Financial Advisors
Ohio
$272K -$15.1K -203 -5%
CPG
920
Cornerstone Planning Group
New Jersey
$272K +$272K +3,657 New
WFAG
921
Worth Financial Advisory Group
North Carolina
$272K -$5.05K -68 -2%
Fisher Asset Management
922
Fisher Asset Management
Washington
$271K -$21.8K -293 -7%
IA
923
Insight Advisors
Pennsylvania
$270K +$8.7K +117 +3%
CCFM
924
Clear Creek Financial Management
Washington
$269K +$269K +3,625 New
AB
925
Atlas Brown
Kentucky
$267K +$15.2K +204 +6%
35 36
37
38 39