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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 %
CSC
1076
Caldwell Sutter Capital
California
$39.3K 529 +529 New
ODG
1077
O'Dell Group
Ohio
$39.3K 528 +528 New
SC
1078
SouthState Corp
Florida
$36.7K 494 -27 -5%
GIA
1079
GHP Investment Advisors
Colorado
$36K 479 +338 +240%
CP
1080
Castleview Partners
Texas
$35.8K 481 -755 -61%
FFL
1081
Financial Freedom LLC
Ohio
$35K 471 +2 +0.4%
BNP Paribas Financial Markets
1082
BNP Paribas Financial Markets
France
$34.5K 464 -21 -4%
OHWP
1083
Oak Harbor Wealth Partners
North Carolina
$34K 458 – –
VNA
1084
Valley National Advisers
Pennsylvania
$34K 453 +1 +0.2%
LF
1085
Lee Financial
Texas
$34K 457 -11 -2%
FP
1086
Financial Perspectives
Minnesota
$33.2K 447 +2 +0.4%
EW
1087
Element Wealth
Mississippi
$31.9K 428 +187 +78%
LIA
1088
Luken Investment Analytics
Tennessee
$31.6K 425 – –
JHCP
1089
Jackson Hole Capital Partners
Oklahoma
$30.8K 414 – –
IPW
1090
Impact Partnership Wealth
Georgia
$30.3K 408 +408 New
FPFS
1091
First Personal Financial Services
North Carolina
$29.7K 400 -86 -18%
EBA
1092
Eagle Bay Advisors
New York
$29.7K 400 – –
JFG
1093
JDM Financial Group
Texas
$28.5K 383 – –
MTIC
1094
Missouri Trust & Investment Company
Missouri
$27.7K 373 – –
CIR
1095
Clear Investment Research
Georgia
$26.4K 354 +1 +0.3%
KC
1096
Kenfarb & Co
Kentucky
$26.1K 351 – –
AP
1097
Arlington Partners
Alabama
$24.4K 328 – –
Kayne Anderson Rudnick Investment Management
1098
Kayne Anderson Rudnick Investment Management
California
$24.2K 326 – –
MPWT
1099
MassMutual Private Wealth & Trust
Connecticut
$24K 323 -43 -12%
MA
1100
MCF Advisors
Kentucky
$22.1K 297 +1 +0.3%
42 43
44
45 46