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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.

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
1
Fidelity Investments
Massachusetts
$1.31B
2
APF
2
Alaska Permanent Fund
Alaska
$351M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.02B
4
Cerity Partners
4
Cerity Partners
New York
$115M
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$93.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.18B
2
SWG
2
Summit Wealth Group
Vermont
$322K
3
SG Americas Securities
3
SG Americas Securities
New York
$533K
4
BCM
4
Brookstone Capital Management
Illinois
$106M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
76
Cassia Capital Partners
North Carolina
$29.2M 393,462 +2,849 +0.7%
DLIC
77
Daido Life Insurance Company
Japan
$28.9M 389,365 -124,047 -24%
SIA
78
Sovereign Investment Advisors
Arizona
$28.6M 384,457 +1,274 +0.3%
LS
79
Leelyn Smith
Illinois
$28M 376,750 +3,939 +1%
FIA
80
Foundations Investment Advisors
Arizona
$26.9M 361,646 +55,787 +18%
SAG
81
SageView Advisory Group
California
$26M 349,329 -71,390 -17%
EH
82
Equitable Holdings
New York
$25.8M 346,793 +16,255 +5%
Jane Street
83
Jane Street
New York
$25.7M 345,982 +304,761 +739%
NA
84
Nottingham Advisors
New York
$25.6M 344,306 -1,005 -0.3%
HPA
85
High Probability Advisors
New York
$25.6M 343,776 +24,911 +8%
BPA
86
Beacon Pointe Advisors
California
$25.5M 343,608 -43,445 -11%
AAS
87
Avantax Advisory Services
Texas
$25.3M 339,849 -2,342 -0.7%
JC
88
JB Capital
Connecticut
$24.9M 335,036 +17,375 +5%
AC
89
Apella Capital
Connecticut
$24.8M 333,278 +333,278 New
MCM
90
MAI Capital Management
Ohio
$24.5M 329,633 +1,261 +0.4%
IWS
91
Insight Wealth Strategies
California
$24.5M 329,604 -3,643 -1%
WAOI
92
Wealth Advisors of Iowa
Iowa
$24.3M 326,529 -66,109 -17%
RIM
93
Rakuten Investment Management
Japan
$23.9M 325,303 -18,900 -5%
CI
94
CX Institutional
Indiana
$23.3M 313,788 -17,307 -5%
AG
95
Ascent Group
Virginia
$23.2M 310,787 +234,918 +310%
GWM
96
GDS Wealth Management
Texas
$22.9M 308,733 +14,909 +5%
CL
97
Choreo LLC
Illinois
$22.8M 306,992 +13,513 +5%
RCAG
98
Rehmann Capital Advisory Group
Michigan
$22.6M 303,867 -4,532 -1%
TC
99
Telemus Capital
Michigan
$22.6M 303,618 +11,068 +4%
CFG
100
Citizens Financial Group
Rhode Island
$22.6M 303,486 -1,945 -0.6%
2 3
4
5 6