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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 %
CCM
926
Crabel Capital Management
California
$267K -$1.65M -22,149 -86%
HFS
927
Howard Financial Services
Texas
$267K +$892 +12 +0.3%
AWS
928
Arkfeld Wealth Strategies
Nebraska
$266K +$891 +12 +0.3%
USCWA
929
U.S. Capital Wealth Advisors
Texas
$266K -$358K -4,811 -57%
CF
930
Clarity Financial
Texas
$264K +$264K +3,551 New
PA
931
Pinnacle Associates
New York
$263K +$17.2K +231 +7%
FTWA
932
Fifth Third Wealth Advisors
Ohio
$263K +$263K +3,535 New
HPC
933
Hobart Private Capital
North Carolina
$260K +$5.72K +77 +2%
STB
934
S&T Bank
Pennsylvania
$259K – – –
LIA
935
LifePlan Investment Advisors
North Carolina
$259K +$259K +3,482 New
WA
936
Wambolt & Associates
Colorado
$258K +$20.2K +272 +9%
SW
937
Solidarity Wealth
Utah
$257K – – –
JF
938
JSF Financial
California
$256K +$256K +3,441 New
MCIA
939
Mountain Capital Investment Advisors
Colorado
$256K -$8.4M -110,678 -97%
BO
940
Bank OZK
Arkansas
$254K +$254K +3,417 New
RWM
941
Rockwood Wealth Management
Pennsylvania
$254K – – –
Wolverine Trading
942
Wolverine Trading
Illinois
$253K +$253K +3,445 New
PP
943
Patten & Patten
Tennessee
$252K -$40K -538 -14%
PSF
944
Pacific Sun Financial
California
$252K +$252K +3,461 New
OLVIG
945
Oliver Lagore Vanvalin Investment Group
Michigan
$250K +$42.2K +568 +20%
RPSA
946
Richard P. Slaughter Associates
Texas
$250K -$57.8K -778 -19%
MAC
947
Mason & Associates (California)
California
$249K -$17.7M -238,292 -99%
BCM
948
Bayesian Capital Management
New York
$248K +$248K +3,343 New
GWM
949
GSB Wealth Management
Connecticut
$248K -$14.5K -195 -6%
BCP
950
Blue Chip Partners
Michigan
$246K +$125K +1,676 +103%
36 37
38
39 40