USMV icon

iShares MSCI USA Min Vol Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BLC
1051
Brown, Lisle/Cummings
Rhode Island
$76.4K
LFG
1052
Larson Financial Group
Missouri
$74.3K -$435K -5,849 -85%
BF
1053
BOK Financial
Oklahoma
$72.2K +$8.03K +108 +13%
SMFG
1054
Sumitomo Mitsui Financial Group
Japan
$71.8K -$4.83K -65 -6%
BAAM
1055
Baker Avenue Asset Management
California
$70.9K -$313K -4,214 -82%
SCA
1056
Stuart Chaussee & Associates
California
$70.3K
SIS
1057
Sound Income Strategies
Florida
$69.8K -$33K -444 -32%
CSWM
1058
Cassady Schiller Wealth Management
Ohio
$69.2K
WIM
1059
WealthPlan Investment Management
Nebraska
$69K
NFSG
1060
Newbridge Financial Services Group
Florida
$64.5K -$10.8K -146 -14%
JFA
1061
JNBA Financial Advisors
Minnesota
$63.2K
SIC
1062
Salem Investment Counselors
North Carolina
$60.4K +$7.51K +101 +14%
GWANC
1063
Guardian Wealth Advisors (North Carolina)
North Carolina
$57.5K -$2.97K -40 -5%
USB
1064
Union Savings Bank
Connecticut
$55.8K +$55.8K +740 New
CWM
1065
Compass Wealth Management
Connecticut
$52K
KTC
1066
Kistler-Tiffany Companies
Pennsylvania
$51.7K +$149 +2 +0.3%
CNBTD
1067
Citizens National Bank Trust Department
Mississippi
$49.8K
CTC
1068
Central Trust Company
Missouri
$47.6K -$13.2K -177 -22%
HCP
1069
Hexagon Capital Partners
Arkansas
$46.8K
WOSD
1070
WFA of San Diego
California
$46.1K +$46.1K +620 New
JWA
1071
JFS Wealth Advisors
Pennsylvania
$45.1K +$7.81K +105 +21%
IWP
1072
IAG Wealth Partners
Wisconsin
$45K
EWM
1073
Endurance Wealth Management
Rhode Island
$45K
LOIP
1074
Live Oak Investment Partners
Texas
$45K -$44K
Optiver Holding
1075
Optiver Holding
Netherlands
$44.9K -$4.61K -62 -9%