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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 %
GC
151
GFG Capital
Florida
$12.9M 178,831 -31,954 -15%
DADC
152
D.A. Davidson & Co
Montana
$12.8M 176,545 +3,127 +2%
MNG
153
Manning & Napier Group
New York
– – – –
LRIA
154
Leonard Rickey Investment Advisors
Washington
$12.3M 170,452 -3,438 -2%
FM
155
Family Management
New York
$12.2M 169,245 +41,270 +32%
GI
156
Glovista Investments
New Jersey
$12M 166,224 +166,224 New
MWA
157
Meridian Wealth Advisors
Texas
$11.9M 164,513 -10,831 -6%
SAS
158
Sage Advisory Services
Texas
$11.8M 162,460 +162,460 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$11.4M 158,165 -2,593 -2%
SFS
160
Security Financial Services
Indiana
$11.4M 157,843 -20,044 -11%
EW
161
Enzi Wealth
Texas
$11.3M 154,354 +166 +0.1%
TWM
162
Trinity Wealth Management
Pennsylvania
$11.3M 155,450 +2,373 +2%
CG
163
Colony Group
Massachusetts
$11.2M 154,661 -649 -0.4%
DC
164
Darrow Company
Massachusetts
$11.1M 153,486 -3,992 -3%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$11M 152,405 -10,926 -7%
WPIC
166
White Pine Investment Company
Michigan
$11M 151,766 -684 -0.4%
ACM
167
Armbruster Capital Management
New York
$10.7M 148,085 +5,250 +4%
AMR
168
Asset Management Resources
Massachusetts
$10.7M 147,884 -45,111 -23%
MFG
169
Merit Financial Group
Georgia
$10.4M 144,191 -26,613 -16%
MC
170
McMorgan & Co
California
$10.3M 142,041 +3,032 +2%
PWAG
171
Polaris Wealth Advisory Group
California
$10.2M 141,264 +141,264 New
BRWA
172
B. Riley Wealth Advisors
Florida
$10.2M 139,929 +30,772 +28%
WMR
173
Wealth Management Resources
Rhode Island
$10.1M 139,700 +8,491 +6%
WLPWM
174
Walled Lake Planning & Wealth Management
Illinois
$10.1M 139,461 +2,896 +2%
AA
175
Ancora Advisors
Ohio
$10M 138,773 +2,482 +2%
5 6
7
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