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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 %
TWC
126
TD Waterhouse Canada
Ontario, Canada
$16.3M 210,644 -2,283 -1%
Citigroup
127
Citigroup
New York
$16.1M 222,918 -54,726 -20%
VA
128
Valmark Advisers
Ohio
$16.1M 222,776 +1,123 +0.5%
RJT
129
Raymond James Trust
Florida
$16M 221,185 +8,281 +4%
AFC
130
Adaptive Financial Consulting
Ohio
$16M 221,023 +5,159 +2%
UCFA
131
United Capital Financial Advisors
Texas
$15.9M 219,433 -26,322 -11%
SGI
132
Summit Global Investments
Utah
$15.5M 214,641 -9,957 -4%
RPCA
133
Running Point Capital Advisors
California
$15.5M 213,754 +73 +0%
FWM
134
FFT Wealth Management
Pennsylvania
$15M 207,455 – –
SPWG
135
Syntegra Private Wealth Group
Missouri
$15M 206,661 +11,638 +6%
AI
136
Atria Investments
North Carolina
$14.9M 206,027 -11,001 -5%
TCM
137
TD Capital Management
Tennessee
$14.8M 204,489 -9,156 -4%
FFBTD
138
First Financial Bank - Trust Division
Ohio
$14.6M 201,553 -635 -0.3%
GIS
139
Grayhawk Investment Strategies
Alberta, Canada
$14.6M 201,535 -3,500 -2%
SFO
140
Stokes Family Office
Louisiana
$14.5M 199,863 -100,929 -34%
IWMWV
141
Ironwood Wealth Management (West Virginia)
West Virginia
$14.4M 200,989 +244 +0.1%
Barclays
142
Barclays
United Kingdom
$13.9M 192,297 -58,235 -23%
TRCT
143
Tower Research Capital (TRC)
New York
$13.8M 190,678 +116,656 +158%
WFA
144
Wells Financial Advisors
Massachusetts
$13.8M 190,211 -1,685 -0.9%
OPAM
145
Ocean Park Asset Management
California
$13.7M 188,607 -44,876 -19%
SMG
146
Smart Money Group
Texas
$13.4M 185,272 -7,259 -4%
IB
147
Intrust Bank
Kansas
$13.4M 184,822 +233 +0.1%
DWM
148
Dakota Wealth Management
Florida
$13.3M 183,426 -5,352 -3%
SPC
149
Sigma Planning Corp
Michigan
$13.3M 183,354 -10,946 -6%
Lido Advisors
150
Lido Advisors
California
$13.1M 181,278 -5,538 -3%
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