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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 %
HR
1176
Hardy Reed
Mississippi
– – -3,408 Closed
TSS
1177
Two Sigma Securities
New York
– – -3,381 Closed
JFGLC
1178
Johnson Financial Group LLC (Colorado)
Colorado
– – -3,300 Closed
BDFN
1179
Bond & Devick Financial Network
Minnesota
– – -3,271 Closed
FVWA
1180
Foster Victor Wealth Advisors
South Carolina
– – -3,268 Closed
PFA
1181
Petra Financial Advisors
Colorado
– – -3,199 Closed
RF
1182
Rollins Financial
Georgia
– – -3,194 Closed
E
1183
ETFidea
New York
– – -3,151 Closed
KIG
1184
Kowal Investment Group
Wisconsin
– – -3,126 Closed
TA
1185
TKG Advisors
Indiana
– – -3,088 Closed
NWM
1186
Northcape Wealth Management
New York
– – -3,051 Closed
WGCA
1187
Wolf Group Capital Advisors
Virginia
– – -2,959 Closed
TWA
1188
TCI Wealth Advisors
Arizona
– – -2,948 Closed
SWMP
1189
Signature Wealth Management Partners
New Jersey
– – -2,908 Closed
SWM
1190
SeaCrest Wealth Management
New York
– – -2,903 Closed
EWM
1191
Evercore Wealth Management
New York
– – -2,891 Closed
LL
1192
LWMG LLC
Minnesota
– – -2,867 Closed
TPSF
1193
Texas Permanent School Fund
Texas
– – -2,865 Closed
CAM
1194
Clark Asset Management
New Hampshire
– – -2,854 Closed
MSFS
1195
Main Street Financial Solutions
Pennsylvania
– – -2,794 Closed
PP
1196
Patron Partners
Texas
– – -2,770 Closed
ACG
1197
Allen Capital Group
Nebraska
– – -2,763 Closed
GCWM
1198
Graham Capital Wealth Management
District of Columbia
– – -1,989 Closed
CIA
1199
Cascade Investment Advisors
Oregon
– – -815 Closed
FCA
1200
Fortis Capital Advisors
Kansas
– – -503 Closed
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