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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 %
KWM
1176
Kolinsky Wealth Management
New Jersey
– – -3,709 Closed
CCM
1177
Crabel Capital Management
California
– – -3,591 Closed
HFS
1178
Howard Financial Services
Texas
– – -3,589 Closed
BO
1179
Bank OZK
Arkansas
– – -3,417 Closed
MAC
1180
Mason & Associates (California)
California
– – -3,354 Closed
BCM
1181
Bayesian Capital Management
New York
– – -3,343 Closed
YIH
1182
Y-Intercept (HK)
Hong Kong
– – -3,289 Closed
BPWM
1183
Badgley Phelps Wealth Managers
Washington
– – -3,240 Closed
AGM
1184
Alpine Global Management
New York
– – -3,161 Closed
NCM
1185
NCM Capital Management
New Jersey
– – -3,126 Closed
CAMV
1186
Concord Asset Management (Virginia)
Virginia
– – -3,065 Closed
V
1187
Veritable
Delaware
– – -2,943 Closed
CCA
1188
Cobblestone Capital Advisors
New York
– – -2,925 Closed
VCM
1189
Vision Capital Management
Oregon
– – -2,908 Closed
RA
1190
Riversedge Advisors
Delaware
– – -2,906 Closed
SWP
1191
Semus Wealth Partners
Florida
– – -2,777 Closed
CPC
1192
Consolidated Planning Corp
Georgia
– – -2,750 Closed
NF
1193
Nikulski Financial
Iowa
– – -2,740 Closed
MWA
1194
Monograph Wealth Advisors
California
– – -2,723 Closed
WAG
1195
Winthrop Advisory Group
Massachusetts
– – -2,711 Closed
HCA
1196
Harbour Capital Advisors
Virginia
– – -2,700 Closed
WI
1197
WrapManager Inc
California
– – -2,693 Closed
GFP
1198
Gryphon Financial Partners
Ohio
– – -2,262 Closed
QT
1199
Quantbot Technologies
New York
– – -1,789 Closed
HS
1200
Horan Securities
United States
– – -1,735 Closed
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