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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 %
SFO
101
Stokes Family Office
Louisiana
$22.4M 300,792 +2,592 +0.9%
KAS
102
Kestra Advisory Services
Texas
$22.1M 297,463 -51,582 -15%
AP
103
Agilis Partners
Massachusetts
$21.9M 294,927 – –
LWA
104
Lineweaver Wealth Advisors
Ohio
$21.8M 293,248 -2,251 -0.8%
MCM
105
MV Capital Management
Maryland
$21.8M 293,035 -14,272 -5%
SWP
106
Summit Wealth Partners
Florida
$20.8M 279,595 -2,834 -1%
CAL
107
Capital Advisors Ltd
Ohio
$20.7M 277,872 -470 -0.2%
Citigroup
108
Citigroup
New York
$20.6M 277,644 +17,127 +7%
CWM
109
Cornerstone Wealth Management
Missouri
$20.2M 272,166 +20,228 +8%
TC
110
Trilogy Capital
California
$20M 263,262 -11,548 -4%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$19.5M 261,702 -8,324 -3%
CAAS
112
Capital Asset Advisory Services
Michigan
$18.9M 253,640 -10,992 -4%
LWA
113
Lowe Wealth Advisors
Maryland
$18.8M 253,280 -1,383 -0.5%
WDL
114
Well Done LLC
Michigan
$18.7M 251,423 -3,803 -1%
Barclays
115
Barclays
United Kingdom
$18.6M 250,532 +65,233 +35%
EWM
116
Executive Wealth Management
Michigan
$18.4M 247,840 -184,202 -43%
UCFA
117
United Capital Financial Advisors
Texas
$18.3M 245,755 -22,558 -8%
BSSFA
118
Baron Silver Stevens Financial Advisors
Florida
$18M 242,633 +5,869 +2%
TLFA
119
True Link Financial Advisors
California
$17.9M 240,617 +4,137 +2%
SYBT
120
Stock Yards Bank & Trust
Kentucky
$17.8M 239,524 -20,897 -8%
1WM
121
1900 Wealth Management
Texas
$17.6M 236,858 -33,035 -12%
TWC
122
TD Waterhouse Canada
Ontario, Canada
$17.4M 212,927 -3,197 -1%
OPAM
123
Ocean Park Asset Management
California
$17.4M 233,483 +783 +0.3%
OPS
124
Orion Portfolio Solutions
Nebraska
$17.3M 232,429 +54,848 +31%
BCI
125
Brinker Capital Investments
Pennsylvania
$17.3M 232,429 +54,848 +31%
3 4
5
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