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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 %
DADC
151
D.A. Davidson & Co
Montana
$13.2M +$6.32M +86,952 +91%
WC
152
Wealth CMT
New Jersey
$13.1M +$266K +3,657 +2%
MWA
153
Meridian Wealth Advisors
Texas
$13.1M -$264K -3,626 -2%
MFG
154
Merit Financial Group
Georgia
$13M +$1.01M +13,859 +8%
SPWG
155
Syntegra Private Wealth Group
Missouri
$12.9M +$1.53M +20,994 +13%
BCI
156
Brinker Capital Investments
Pennsylvania
$12.9M +$5.6M +77,035 +77%
OPS
157
Orion Portfolio Solutions
Nebraska
$12.9M +$9.39M +129,024 +266%
Lido Advisors
158
Lido Advisors
California
$12.9M +$795K +10,930 +7%
LRIA
159
Leonard Rickey Investment Advisors
Washington
$12.9M -$364K -5,008 -3%
S
160
SimplyRich
California
$12.7M -$18.3K -252 -0.1%
SPIA
161
Strategic Point Investment Advisors
Rhode Island
$12.6M -$78.1K -1,074 -0.6%
LMIM
162
Lockheed Martin Investment Management
Maryland
$12.5M -$58.2K -800 -0.5%
SFS
163
Security Financial Services
Indiana
$12.2M +$1.39M +19,166 +13%
MNG
164
Manning & Napier Group
New York
$12.1M -$12.2M – –
Citadel Advisors
165
Citadel Advisors
Florida
$11.8M +$6.84M +94,025 +138%
Millennium Management
166
Millennium Management
New York
$11.5M +$10.4M +143,490 +986%
CIAS
167
CFS Investment Advisory Services
New Jersey
$11.4M +$3.4M +46,722 +43%
CA
168
Clearstead Advisors
Ohio
$11.3M +$496K +6,812 +5%
GWSG
169
GPS Wealth Strategies Group
Colorado
$11.3M -$980K -13,468 -8%
MPW
170
MA Private Wealth
California
$11.2M +$3.44M +47,258 +45%
DC
171
Darrow Company
Massachusetts
$11.2M +$458K +6,295 +4%
WPIC
172
White Pine Investment Company
Michigan
$11.1M -$185K -2,542 -2%
CG
173
Colony Group
Massachusetts
$11.1M -$576K -7,919 -5%
Fidelity International
174
Fidelity International
Bermuda
$11M +$11M +151,372 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$11M +$1.34M +18,490 +14%
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