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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 %
TAM
1101
Tucker Asset Management
Colorado
$21.6K 291 +196 +206%
MFT
1102
Moisand Fitzgerald Tamayo
Florida
$21.5K 289 – –
ME
1103
McIlrath & Eck
Washington
$20.4K 274 – –
CA
1104
Crewe Advisors
Utah
$20.1K 271 – –
PFG
1105
Piershale Financial Group
Illinois
$18.6K 250 – –
CAS
1106
Coppell Advisory Solutions
Texas
$18.5K 252 +252 New
CWC
1107
Carolinas Wealth Consulting
North Carolina
$17.9K 240 +6 +3%
IHWM
1108
Iron Horse Wealth Management
Iowa
$16.1K 216 – –
BWL
1109
Bogart Wealth LLC
Virginia
$13.9K 187 – –
RDFA
1110
Ritter Daniher Financial Advisory
Ohio
$13.7K 184 – –
LFA
1111
Legend Financial Advisors
Pennsylvania
$11.6K 156 – –
Deutsche Bank
1112
Deutsche Bank
Germany
$11.5K 155 – –
BCM
1113
Blume Capital Management
California
$11.2K 150 +150 New
2L
1114
25 LLC
Missouri
$11.1K 149 – –
AW
1115
Avion Wealth
Texas
$11K 161 – –
SCA
1116
Stonebridge Capital Advisors
Minnesota
$10.6K 143 -510 -78%
NMG
1117
New Millennium Group
Utah
$10.2K 137 – –
First Manhattan
1118
First Manhattan
New York
$9.14K 123 – –
BBPWM
1119
Blue Bell Private Wealth Management
Pennsylvania
$8.33K 112 – –
DWA
1120
Delos Wealth Advisors
Texas
$8.25K 111 – –
VF
1121
VitalStone Financial
Texas
$8K 110 -125,952 -100%
PP
1122
PFS Partners
New Jersey
$7.95K 107 +107 New
SSB
1123
Sandy Spring Bank
Maryland
$7.43K 100 – –
TFA
1124
Toth Financial Advisory
Virginia
$6.39K 86 +86 New
AWM
1125
AllSquare Wealth Management
New York
$6.29K 88 – –
43 44
45
46 47