USMV icon

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 %
WFA
151
Wells Financial Advisors
Massachusetts
$14.3M 191,896 -47,457 -20%
DWM
152
Dakota Wealth Management
Florida
$14M 188,778 +4,673 +3%
CS
153
Comerica Securities
Michigan
$13.9M 187,548 -6,724 -3%
Lido Advisors
154
Lido Advisors
California
$13.9M 186,816 +9,931 +6%
IB
155
Intrust Bank
Kansas
$13.7M 184,589 +908 +0.5%
S
156
SimplyRich
California
$13.6M 182,412 +7,759 +4%
SFS
157
Security Financial Services
Indiana
$13.2M 177,887 +10,194 +6%
MWA
158
Meridian Wealth Advisors
Texas
$13M 175,344 -4,540 -3%
LRIA
159
Leonard Rickey Investment Advisors
Washington
$12.9M 173,890 -2,815 -2%
DADC
160
D.A. Davidson & Co
Montana
$12.9M 173,418 -8,598 -5%
MWM
161
Moran Wealth Management
Florida
$12.8M 171,578 -55,950 -25%
MFG
162
Merit Financial Group
Georgia
$12.7M 170,804 -7,955 -4%
MNG
163
Manning & Napier Group
New York
– – – –
Baird Financial Group
164
Baird Financial Group
Wisconsin
$12.1M 163,331 -58,016 -26%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$11.9M 160,758 +9,607 +6%
DC
166
Darrow Company
Massachusetts
$11.7M 157,478 +4,155 +3%
CIAS
167
CFS Investment Advisory Services
New Jersey
$11.6M 156,634 +531 +0.3%
GWSG
168
GPS Wealth Strategies Group
Colorado
$11.6M 156,038 +1,271 +0.8%
CG
169
Colony Group
Massachusetts
$11.5M 155,310 +2,171 +1%
CA
170
Clearstead Advisors
Ohio
$11.5M 154,504 -1,524 -1%
EW
171
Enzi Wealth
Texas
$11.5M 154,188 +15,408 +11%
MPW
172
MA Private Wealth
California
$11.4M 153,798 +469 +0.3%
TWM
173
Trinity Wealth Management
Pennsylvania
$11.4M 153,077 +7,387 +5%
WPIC
174
White Pine Investment Company
Michigan
$11.3M 152,450 -701 -0.5%
Fidelity International
175
Fidelity International
Bermuda
$11.3M 151,372 – –
5 6
7
8 9