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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,140 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 585 reducing their positions, and 69 closing their positions.

Holders
1,140
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.18%
Holding in Top 10
117
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.59%
% of All Funds
1.87%
New
81
Increased
302
Reduced
585
Closed
69
Calls
$1.46M
Puts
$767K
Net Calls
+$697K
Net Calls Change
-$239K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.93B
2
MRC
2
Millburn Ridgefield Corp
New York
$259M
3
CCA
3
Catalyst Capital Advisors
New York
$259M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$247M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.65B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$123M
4
Bank of America
4
Bank of America
North Carolina
$2.89B
5
HFRG
5
Houlihan Financial Resource Group
Virginia
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
RDFA
1101
Ritter Daniher Financial Advisory
Ohio
$13.3K 184 – –
ITIM
1102
Indiana Trust & Investment Management
Indiana
$12.3K 170 +170 New
LFA
1103
Legend Financial Advisors
Pennsylvania
$11.3K 156 – –
Deutsche Bank
1104
Deutsche Bank
Germany
$11.2K 155 – –
AW
1105
Avion Wealth
Texas
$11K 161 – –
PFA
1106
Pathway Financial Advisers
Indiana
$10.6K 147 +147 New
SFC
1107
SYM Financial Corp
Indiana
$10.6K 146 +146 New
SCA
1108
Stonebridge Capital Advisors
Minnesota
$10.4K 143 – –
NMG
1109
New Millennium Group
Utah
$9.92K 137 – –
VAG
1110
VisionPoint Advisory Group
Texas
$9.41K 130 +130 New
FAM
1111
Family Asset Management
South Carolina
$8.98K 124 -2,129 -94%
First Manhattan
1112
First Manhattan
New York
$8.9K 123 – –
BBPWM
1113
Blue Bell Private Wealth Management
Pennsylvania
$8.11K 112 – –
PP
1114
PFS Partners
New Jersey
$7.75K 107 – –
JHCP
1115
Jackson Hole Capital Partners
Oklahoma
$7.53K 104 -310 -75%
TCM
1116
Tradewinds Capital Management
Washington
$7.02K 97 +97 New
VF
1117
VitalStone Financial
Texas
$7K 101 -9 -8%
AWM
1118
AllSquare Wealth Management
New York
$6.37K 88 – –
TFA
1119
Toth Financial Advisory
Virginia
$6.23K 86 – –
TAM
1120
Tucker Asset Management
Colorado
$6.01K 83 -208 -71%
EWM
1121
EPG Wealth Management
Georgia
$6.01K 83 – –
PO
1122
Private Ocean
California
$5.65K 78 -1,199 -94%
GI
1123
Gradient Investments
Minnesota
$5.58K 77 +40 +108%
CCA
1124
Column Capital Advisors
Indiana
$5.5K 76 – –
DFA
1125
DHJJ Financial Advisors
Illinois
$4.42K 61 +61 New
43 44
45
46 47