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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
+$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
Cerity Partners
Cerity Partners
New York
+$110M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$89.8M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$571M
2
SWG
Summit Wealth Group
Vermont
-$177M
3
SG Americas Securities
SG Americas Securities
New York
-$125M
4
BCM
Brookstone Capital Management
Illinois
-$38.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
976
Sandbox Financial Partners
Maryland
$231K +$231K +3,105 New
TI
977
Truepoint Inc
Ohio
$230K – – –
DC
978
Davenport & Co
Virginia
$230K -$18.2K -245 -7%
ACM
979
Alamar Capital Management
California
$230K +$230K +3,095 New
FF
980
Fluent Financial
Texas
$229K – – –
CAMV
981
Concord Asset Management (Virginia)
Virginia
$228K +$228K +3,065 New
AA
982
Aire Advisors
California
$226K +$297 +4 +0.1%
BG
983
Benedetti & Gucer
Georgia
$226K – – –
TCMP
984
Thrive Capital Management (Pennsylvania)
Pennsylvania
$224K +$224K +3,014 New
HKIMG
985
Hutchens & Kramer Investment Management Group
Indiana
$223K +$223K +2,997 New
TCOV
986
Trust Company of Vermont
Vermont
$222K +$16.4K +221 +8%
V
987
Veritable
Delaware
$219K – – –
AWA
988
Authentikos Wealth Advisory
California
$218K +$218K +2,938 New
CCA
989
Cobblestone Capital Advisors
New York
$217K – – –
VCM
990
Vision Capital Management
Oregon
$216K +$216K +2,908 New
RA
991
Riversedge Advisors
Delaware
$216K -$945K -12,711 -81%
BWP
992
Baldwin Wealth Partners
Massachusetts
$214K -$132K -1,780 -38%
FLPIM
993
F.L. Putnam Investment Management
Massachusetts
$210K +$210K +2,830 New
PCP
994
Proficio Capital Partners
Massachusetts
$208K – – –
SAS
995
Stelac Advisory Services
New York
$208K +$208K +2,792 New
SWP
996
Semus Wealth Partners
Florida
$206K +$206K +2,777 New
BTW
997
Boston Trust Walden
Massachusetts
$206K +$206K +2,767 New
MIM
998
MTM Investment Management
South Carolina
$205K – – –
LSA
999
Lion Street Advisors
Texas
$205K +$205K +2,637 New
CPC
1000
Consolidated Planning Corp
Georgia
$204K +$204K +2,750 New
38 39
40
41 42