USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,140 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 585 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.18%
Holding in Top 10
117
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.59%
% of All Funds
1.87%
New
81
Increased
302
Reduced
585
Closed
69
Calls
$1.46M
Puts
$767K
Net Calls
+$697K
Net Calls Change
-$239K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$656M
2
MRC
Millburn Ridgefield Corp
New York
+$259M
3
CCA
Catalyst Capital Advisors
New York
+$259M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$159M
5
Osaic Holdings
Osaic Holdings
Arizona
+$146M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$146M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$111M
4
Bank of America
Bank of America
North Carolina
-$88.9M
5
HFRG
Houlihan Financial Resource Group
Virginia
-$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
901
Lion Street Advisors
Texas
$286K +$95.1K +1,314 +50%
PPP
902
Private Portfolio Partners
New Jersey
$284K – – –
FNT
903
First National Trust
Pennsylvania
$281K – – –
MWM
904
Merriman Wealth Management
Washington
$281K – – –
FRA
905
Front Row Advisors
California
$280K -$1.02K -14 -0.4%
TAM
906
Tocqueville Asset Management
New York
$279K +$8.32K +115 +3%
SCA
907
Southern Capital Advisors
Tennessee
$279K – – –
RP
908
Rowlandmiller & Partners
Georgia
$277K – – –
LNB
909
Ledyard National Bank
$276K -$4.34K -60 -2%
BG
910
Benedetti & Gucer
Georgia
$276K +$55.8K +771 +25%
CCFM
911
Clear Creek Financial Management
Washington
$272K +$8.98K +124 +3%
AB
912
Atlas Brown
Kentucky
$271K +$11.2K +155 +4%
OWA
913
Octavia Wealth Advisors
Ohio
$270K +$270K +3,717 New
HIP
914
HUB Investment Partners
Texas
$270K +$270K +3,727 New
Millennium Management
915
Millennium Management
New York
$268K -$8.95M -123,692 -97%
ABLA
916
Alan B. Lancz & Associates
Ohio
$268K -$29K -400 -10%
Empower Advisory Group
917
Empower Advisory Group
Colorado
$267K +$267K +3,689 New
SW
918
Solidarity Wealth
Utah
$265K +$13.8K +190 +6%
T
919
TRUADVICE
Florida
$264K -$456K -6,170 -63%
GT
920
Glenview Trust
Kentucky
$263K -$159K -2,192 -38%
WFAG
921
Worth Financial Advisory Group
North Carolina
$263K -$1.81K -25 -0.7%
DIA
922
Dana Investment Advisors
Wisconsin
$263K -$19.4K -268 -7%
IA
923
Insight Advisors
Pennsylvania
$262K -$1.09K -15 -0.4%
BAM
924
Belpointe Asset Management
Nevada
$258K +$27.5K +380 +12%
CF
925
Clarity Financial
Texas
$257K – – –
35 36
37
38 39