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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 %
ICG
976
InterOcean Capital Group
Tennessee
$207K – – –
GFP
977
Gryphon Financial Partners
Ohio
$207K +$207K +2,842 New
PCP
978
Proficio Capital Partners
Massachusetts
$204K – – –
OLVIG
979
Oliver Lagore Vanvalin Investment Group
Michigan
$203K +$73K +1,003 +56%
MSFS
980
Main Street Financial Solutions
Pennsylvania
$203K -$27K -371 -12%
PP
981
Patron Partners
Texas
$201K -$2.18K -30 -1%
MIM
982
MTM Investment Management
South Carolina
$201K – – –
ACG
983
Allen Capital Group
Nebraska
$201K +$201K +2,763 New
TCOV
984
Trust Company of Vermont
Vermont
$201K +$727 +10 +0.4%
FDCC
985
Foster Dykema Cabot & Co
Massachusetts
$187K +$187K +2,574 New
AWM
986
Ameliora Wealth Management
Switzerland
$182K -$305K -4,200 -63%
WWM
987
Wolff Wiese Magana
California
$180K – – –
ST
988
Smithfield Trust
Pennsylvania
$178K – – –
WT
989
Washington Trust
Rhode Island
$174K +$1.24K +17 +0.7%
FAM
990
Family Asset Management
South Carolina
$164K -$352K -4,845 -68%
FCA
991
FinTrust Capital Advisors
South Carolina
$161K – – –
AWA
992
Alaska Wealth Advisors
Alaska
$151K +$151K +2,075 New
HBW
993
Hazlett, Burt & Watson
West Virginia
$145K +$292 +4 +0.2%
OAJ
994
Ogorek Anthony Joseph
New York
$141K -$1.16K -16 -0.8%
PWMG
995
Prestige Wealth Management Group
New Jersey
$140K -$455K -6,254 -76%
GEA
996
Glen Eagle Advisors
New Jersey
$137K +$134K +1,845 +4,986%
LC
997
Lindbrook Capital
California
$136K – – –
AIM
998
Anchor Investment Management
South Carolina
$135K -$8.87K -122 -6%
TSW
999
Thompson Siegel & Walmsley
Virginia
$133K – – –
SC
1000
Stephens Consulting
Michigan
$131K +$73 +1 +0.1%
38 39
40
41 42