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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 %
CFG
1151
Compton Financial Group
Maryland
– – -109,784 Closed
FPCG
1152
Forum Private Client Group
Indiana
– – -84,936 Closed
APA
1153
Astoria Portfolio Advisors
New York
– – -82,145 Closed
GFA
1154
Gallagher Fiduciary Advisors
Illinois
– – -40,793 Closed
C
1155
Certuity
Florida
– – -40,637 Closed
SI
1156
Saxon Interests
Texas
– – -32,197 Closed
FTUS
1157
Flow Traders U.S.
New York
– – -30,770 Closed
PI
1158
PFG Investments
New York
– – -30,428 Closed
T
1159
TCWP
Ohio
– – -24,747 Closed
WAS
1160
Wealth Advisory Solutions
Indiana
– – -21,567 Closed
AT
1161
American Trust
Kentucky
– – -15,284 Closed
VWA
1162
V Wealth Advisors
Kansas
– – -15,082 Closed
VAS
1163
Vestmark Advisory Solutions
Massachusetts
– – -14,522 Closed
SHFP
1164
Second Half Financial Partners
Florida
– – -12,746 Closed
MFG
1165
Monumental Financial Group
Maryland
– – -11,535 Closed
CA
1166
Calton & Associates
Florida
– – -11,423 Closed
GCP
1167
GSA Capital Partners
United Kingdom
– – -9,580 Closed
RWA
1168
Ropes Wealth Advisors
Massachusetts
– – -9,471 Closed
BL
1169
BFSG LLC
California
– – -6,203 Closed
SWM
1170
Selective Wealth Management
Virginia
– – -6,074 Closed
RFN
1171
Redwood Financial Network
Ohio
– – -5,407 Closed
WC
1172
Waterloo Capital
Texas
– – -4,033 Closed
AWM
1173
Accurate Wealth Management
Florida
– – -4,017 Closed
JBA
1174
Johnson Bixby & Associates
Washington
– – -3,932 Closed
MHS
1175
M Holdings Securities
Oregon
– – -3,742 Closed
45 46
47
48 49