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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 %
HFS
1201
Hantz Financial Services
Michigan
– – -493 Closed
FA
1202
Fortis Advisors
Pennsylvania
– – -444 Closed
AWM
1203
Abound Wealth Management
Tennessee
– – -357 Closed
KM
1204
Kalos Management
Georgia
– – -327 Closed
LB
1205
Legacy Bridge
Iowa
– – -300 Closed
VFM
1206
Valley Financial Management
New York
– – -283 Closed
GFWA
1207
Grey Fox Wealth Advisors
Delaware
– – -269 Closed
MWC
1208
MBM Wealth Consultants
Missouri
– – -206 Closed
TCWA
1209
Ten Capital Wealth Advisors
Washington
– – -192 Closed
AIP
1210
Ameritas Investment Partners
Nebraska
– – -175 Closed
PB
1211
Pinnacle Bancorp
Nebraska
– – -172 Closed
RWM
1212
Ruedi Wealth Management
Illinois
– – -133 Closed
BFPW
1213
BOK Financial Private Wealth
Colorado
– – -123 Closed
M1FG
1214
Mach-1 Financial Group
Arkansas
– – -123 Closed
EI
1215
Ellevest Inc
New York
– – -117 Closed
AWM
1216
Accel Wealth Management
Iowa
– – -36 Closed
JMF
1217
Johnson Midwest Financial
Iowa
– – -30 Closed
MAWA
1218
Moss Adams Wealth Advisors
Washington
– – -13 Closed
MBFW
1219
Morton Brown Family Wealth
Pennsylvania
– – -8 Closed
Belvedere Trading
1220
Belvedere Trading
Illinois
– – – –
45 46 47 48
49