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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 %
BIP
1151
Blueprint Investment Partners
North Carolina
– – -79,723 Closed
CA
1152
Cambridge Associates
Massachusetts
– – -59,435 Closed
MWM
1153
Marietta Wealth Management
Georgia
– – -52,538 Closed
GCM
1154
G2 Capital Management
Ohio
– – -29,258 Closed
LWM
1155
Lionsbridge Wealth Management
Florida
– – -23,761 Closed
MCA
1156
Magnolia Capital Advisors
Mississippi
– – -23,420 Closed
DACG
1157
Donor Advised Charitable Giving
California
– – -17,096 Closed
CI
1158
Cavalier Investments
Georgia
– – -16,928 Closed
SIA
1159
Strategic Investment Advisors
Michigan
– – -15,392 Closed
GSC
1160
G&S Capital
Colorado
– – -14,272 Closed
CC
1161
Courier Capital
New York
– – -12,526 Closed
CCWA
1162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -11,014 Closed
BMCM
1163
Bryn Mawr Capital Management
Pennsylvania
– – -8,560 Closed
LB
1164
Leo Brokerage
Texas
– – -7,129 Closed
3LCM
1165
3D/L Capital Management
Connecticut
– – -5,116 Closed
FFP
1166
FourThought Financial Partners
Florida
– – -5,039 Closed
RJTCONH
1167
Raymond James Trust Company of New Hampshire
New Hampshire
– – -4,389 Closed
OCBCO
1168
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -4,285 Closed
DAS
1169
Dynamic Advisor Solutions
Arizona
– – -4,102 Closed
RT
1170
Rockland Trust
Massachusetts
– – -3,900 Closed
CAWM
1171
Capital Advisors Wealth Management
Washington
– – -3,742 Closed
WCG
1172
Wall Capital Group
Arizona
– – -3,719 Closed
FA
1173
Fermata Advisors
California
– – -3,670 Closed
FC
1174
Fusion Capital
South Carolina
– – -3,621 Closed
AGP
1175
Autumn Glory Partners
Texas
– – -3,513 Closed
45 46
47
48 49