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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 %
TI
926
Truepoint Inc
Ohio
$257K +$32.8K +453 +15%
MHB
927
Midwest Heritage Bank
Iowa
$257K +$257K +3,545 New
AGP
928
Autumn Glory Partners
Texas
$254K +$254K +3,503 New
STB
929
S&T Bank
Pennsylvania
$253K – – –
DWM
930
Destination Wealth Management
California
$251K -$152K -2,100 -38%
PSF
931
Pacific Sun Financial
California
$251K – – –
CCG
932
Cypress Capital Group
Florida
$249K -$65.1K -899 -21%
JF
933
JSF Financial
California
$249K – – –
WA
934
Wambolt & Associates
Colorado
$249K -$791 -11 -0.3%
HPC
935
Hobart Private Capital
North Carolina
$247K -$6.15K -85 -2%
RWM
936
Rockwood Wealth Management
Pennsylvania
$247K – – –
MHR
937
Matthew Hamilton Rosenberg
$247K -$58.9K -814 -19%
BZWA
938
Blue Zone Wealth Advisors
California
$247K +$16.1K +223 +7%
USCWA
939
U.S. Capital Wealth Advisors
Texas
$243K -$16.1K -223 -6%
GWM
940
GSB Wealth Management
Connecticut
$242K – – –
IBOK
941
Independence Bank of Kentucky
Kentucky
$242K +$7.24K +100 +3%
BHPW
942
Beverly Hills Private Wealth
California
$242K -$285K -3,933 -54%
SAMT
943
Select Asset Management & Trust
Pennsylvania
$241K -$398K -5,500 -62%
FTWA
944
Fifth Third Wealth Advisors
Ohio
$239K -$16.4K -227 -6%
MCIA
945
Mountain Capital Investment Advisors
Colorado
$239K -$10.3K -139 -4%
API
946
Advisor Partners II
California
$237K +$237K +3,278 New
APW
947
Acima Private Wealth
Virginia
$237K – – –
GC
948
Guidance Capital
Kentucky
$237K -$32.7K -457 -12%
JJBC
949
James J. Burns & Company
New York
$236K – – –
BCMLT
950
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K – – –
36 37
38
39 40