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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$206M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.4M
3
Bank of America
Bank of America
North Carolina
+$63.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.7M
5
LPL Financial
LPL Financial
California
+$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$566M
2
RJA
Raymond James & Associates
Florida
-$557M
3
AC
Allstate Corporation
Illinois
-$309M
4
BlackRock
BlackRock
New York
-$215M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$21.7M +$314K +4,323 +1%
LWA
102
Lineweaver Wealth Advisors
Ohio
$21.5M -$2.63M -36,126 -11%
AP
103
Agilis Partners
Massachusetts
$21.5M – – –
GWM
104
GDS Wealth Management
Texas
$21.4M +$4.5M +61,836 +27%
CL
105
Choreo LLC
Illinois
$21.3M +$21.3M +293,479 New
TC
106
Telemus Capital
Michigan
$21.3M +$1.37M +18,791 +7%
SMC
107
Smith, Moore & Co
Missouri
$21M -$96.1K -1,321 -0.5%
SWP
108
Summit Wealth Partners
Florida
$20.5M -$710K -9,760 -3%
CAL
109
Capital Advisors Ltd
Ohio
$20.2M -$138K -1,894 -0.7%
TC
110
Trilogy Capital
California
$20M +$370K +5,087 +2%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$1.71M +23,565 +10%
UCFA
112
United Capital Financial Advisors
Texas
$19.5M -$1.78M -24,467 -8%
1WM
113
1900 Wealth Management
Texas
$19.5M -$58.8K -813 -0.3%
CAAS
114
Capital Asset Advisory Services
Michigan
$19.2M -$1.21M -16,601 -6%
Citigroup
115
Citigroup
New York
$19M -$9.17M -126,026 -33%
SYBT
116
Stock Yards Bank & Trust
Kentucky
$18.9M -$1.69M -23,272 -8%
WDL
117
Well Done LLC
Michigan
$18.6M -$102K -1,397 -0.5%
LWA
118
Lowe Wealth Advisors
Maryland
$18.5M -$1.16M -15,923 -6%
CWM
119
Cornerstone Wealth Management
Missouri
$18.3M +$18.3M +251,938 New
JAG
120
Journey Advisory Group
Kentucky
$18.1M +$17.7M +243,091 +4,310%
RJT
121
Raymond James Trust
Florida
$17.7M -$2.24M -30,844 -11%
MAC
122
Mason & Associates (California)
California
$17.6M -$285K -3,912 -2%
WFA
123
Wells Financial Advisors
Massachusetts
$17.4M -$114K -1,574 -0.7%
BSSFA
124
Baron Silver Stevens Financial Advisors
Florida
$17.2M -$2.8M -38,431 -14%
TLFA
125
True Link Financial Advisors
California
$17.2M +$4.47M +61,424 +35%
3 4
5
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