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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.

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
1
Fidelity Investments
Massachusetts
$1.93B
2
MRC
2
Millburn Ridgefield Corp
New York
$259M
3
CCA
3
Catalyst Capital Advisors
New York
$259M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$247M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.65B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$123M
4
Bank of America
4
Bank of America
North Carolina
$2.89B
5
HFRG
5
Houlihan Financial Resource Group
Virginia
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
76
Klingman & Associates
New York
$30.4M 419,623 -9,343 -2%
GT
77
Glenmede Trust
Pennsylvania
$30.1M 416,140 +7,626 +2%
GWM
78
GDS Wealth Management
Texas
$28.5M 393,775 +85,042 +28%
SIA
79
Sovereign Investment Advisors
Arizona
$27.8M 384,417 -40 -0%
SWP
80
Stratos Wealth Partners
Ohio
$27.8M 383,654 -76,940 -17%
CCP
81
Cassia Capital Partners
North Carolina
$27.6M 382,000 -11,462 -3%
Fidelity International
82
Fidelity International
Bermuda
$27M 373,292 +221,920 +147%
LS
83
Leelyn Smith
Illinois
$27M 372,861 -3,889 -1%
EH
84
Equitable Holdings
New York
$26.8M 369,925 +23,132 +7%
HPA
85
High Probability Advisors
New York
$25.5M 351,957 +8,181 +2%
Comerica Bank
86
Comerica Bank
Texas
$25.4M 350,904 +350,904 New
MPW
87
MA Private Wealth
California
$24.8M 342,269 +188,471 +123%
BPA
88
Beacon Pointe Advisors
California
$24.6M 340,122 -3,486 -1%
AC
89
Apella Capital
Connecticut
$24.3M 335,274 +1,996 +0.6%
KAS
90
Kestra Advisory Services
Texas
$23.7M 328,092 +30,629 +10%
WAOI
91
Wealth Advisors of Iowa
Iowa
$23.7M 327,608 +1,079 +0.3%
MCM
92
MAI Capital Management
Ohio
$23.6M 326,605 -3,028 -0.9%
RIM
93
Rakuten Investment Management
Japan
$23.6M 323,703 -1,600 -0.5%
TC
94
Telemus Capital
Michigan
$23.5M 324,852 +21,234 +7%
AAS
95
Avantax Advisory Services
Texas
$23.2M 320,255 -19,594 -6%
IWS
96
Insight Wealth Strategies
California
$23.1M 319,022 -10,582 -3%
CL
97
Choreo LLC
Illinois
$22.8M 313,735 +6,743 +2%
FIA
98
Foundations Investment Advisors
Arizona
$22.6M 312,323 -49,323 -14%
CA
99
Clearstead Advisors
Ohio
$22.1M 305,658 +151,154 +98%
NA
100
Nottingham Advisors
New York
$22M 338,403 -5,903 -2%
2 3
4
5 6