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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 %
EWM
1126
EPG Wealth Management
Georgia
$6.17K 83 – –
CCA
1127
Column Capital Advisors
Indiana
$5.65K 76 – –
NC
1128
NewSquare Capital
Pennsylvania
$4.39K 59 +59 New
NCM
1129
Northwest Capital Management
Oregon
$3.2K 43 +43 New
KA
1130
Kozak & Associates
Colorado
$3.19K 43 +43 New
IRC
1131
Investors Research Corp
Georgia
$3.05K 41 – –
OA
1132
Operose Advisors
Wisconsin
$2.9K 39 – –
M
1133
MOTCO
Texas
$2.83K 38 -280 -88%
GI
1134
Gradient Investments
Minnesota
$2.75K 37 -90 -71%
FGAM
1135
Financial Gravity Asset Management
Texas
$2.26K 30,445 +1,970 +7%
TWP
1136
TFO Wealth Partners
Ohio
$2.01K 27 – –
CA
1137
Centerpoint Advisors
Massachusetts
$2K 24 – –
PP
1138
PrairieView Partners
Minnesota
$2K 34 +34 New
IRAG
1139
Investment Research & Advisory Group
Georgia
$1.78K 24 +24 New
TC
1140
Truvestments Capital
Florida
$1.34K 18 – –
PAI
1141
Pittenger & Anderson Inc
Nebraska
$1.26K 17 – –
HCM
1142
Hollencrest Capital Management
California
$1.19K 16 +16 New
HR
1143
Howe & Rusling
New York
$892 12 -138 -92%
RFG
1144
RFP Financial Group
Georgia
$376 5 +5 New
SWM
1145
Sanctuary Wealth Management
Idaho
$297 4 +4 New
IFAM
1146
Institutional & Family Asset Management
Colorado
$223 3 +3 New
BHWM
1147
Beaird Harris Wealth Management
Texas
– – -12 Closed
LMIM
1148
Lockheed Martin Investment Management
Maryland
– – -171,600 Closed
FEG
1149
Financial Enhancement Group
Indiana
– – -119,723 Closed
PWAG
1150
Polaris Wealth Advisory Group
California
– – -86,867 Closed
44 45
46
47 48