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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAOI
76
Wealth Advisors of Iowa
Iowa
$28.6M -$18.9M -259,435 -40%
CCP
77
Cassia Capital Partners
North Carolina
$28.4M +$3.12M +42,906 +12%
BPA
78
Beacon Pointe Advisors
California
$28.2M +$321K +4,407 +1%
SIA
79
Sovereign Investment Advisors
Arizona
$27.9M +$107K +1,474 +0.4%
LS
80
Leelyn Smith
Illinois
$27.1M +$1.3M +17,823 +5%
FHB
81
First Hawaiian Bank
Hawaii
$25.4M – – –
KAS
82
Kestra Advisory Services
Texas
$25.4M -$8.17M -112,286 -24%
NA
83
Nottingham Advisors
New York
$25.1M -$236K -3,241 -0.9%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$25.1M +$504K +6,944 +2%
AAS
85
Avantax Advisory Services
Texas
$24.9M -$170K -2,333 -0.7%
RIM
86
Rakuten Investment Management
Japan
$24.8M +$1.59M +22,100 +7%
IWS
87
Insight Wealth Strategies
California
$24.2M -$678K -9,327 -3%
CI
88
CX Institutional
Indiana
$24.1M +$3.25M +44,545 +16%
EH
89
Equitable Holdings
New York
$24M -$2.68M -36,839 -10%
GIS
90
Grayhawk Investment Strategies
Alberta, Canada
$23.9M +$1.79M +14,800 +8%
MCM
91
MAI Capital Management
Ohio
$23.9M +$2.97M +40,856 +14%
SWP
92
Stratos Wealth Partners
Ohio
$23.4M -$14.6M -200,537 -38%
HPA
93
High Probability Advisors
New York
$23.2M +$2.52M +34,673 +12%
JC
94
JB Capital
Connecticut
$23.1M +$6.81M +93,690 +42%
GWP
95
Gateway Wealth Partners
Wisconsin
$22.9M -$129K -1,779 -0.6%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$22.4M +$18.8K +258 +0.1%
MCM
97
MV Capital Management
Maryland
$22.4M -$134K -1,845 -0.6%
FIA
98
Foundations Investment Advisors
Arizona
$22.2M +$5.95M +81,839 +37%
CFG
99
Citizens Financial Group
Rhode Island
$22.2M -$591K -8,124 -3%
SFO
100
Stokes Family Office
Louisiana
$21.7M +$13.9M +190,711 +177%
2 3
4
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