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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 %
Prudential Financial
176
Prudential Financial
New Jersey
$11.2M 150,423 +17,556 +13%
HF
177
HRT Financial
New York
$11.1M 149,856 +149,856 New
IWP
178
Icon Wealth Partners
Texas
$10.9M 146,974 +28,876 +24%
MWM
179
McNaughton Wealth Management
California
$10.9M 146,627 -56,101 -28%
Two Sigma Advisers
180
Two Sigma Advisers
New York
$10.9M 146,100 -281,400 -66%
AWM
181
Apollon Wealth Management
South Carolina
$10.6M 143,045 +82,191 +135%
ACM
182
Armbruster Capital Management
New York
$10.6M 142,835 -1,644 -1%
PA
183
PSI Advisors
Florida
$10.5M 141,099 +4,537 +3%
FCAM
184
First Citizens Asset Management
North Carolina
$10.4M 139,973 +314 +0.2%
CAM
185
Cresset Asset Management
Illinois
$10.4M 139,610 +11,471 +9%
GKWIM
186
Gerber Kawasaki Wealth & Investment Management
California
$10.4M 139,245 -10,905 -7%
SC
187
Sykon Capital
New York
$10.3M 139,177 +139,177 New
MC
188
McMorgan & Co
California
$10.3M 139,009 +63,850 +85%
CW
189
CreativeOne Wealth
Kansas
$10.2M 137,642 -2,573 -2%
GWAG
190
Garrett Wealth Advisory Group
Texas
$10.2M 137,158 -3,988 -3%
WLPWM
191
Walled Lake Planning & Wealth Management
Illinois
$10.2M 136,565 +2,686 +2%
AA
192
Ancora Advisors
Ohio
$10.1M 136,291 +12,210 +10%
PCFFS
193
Pacific Center for Financial Services
California
$9.92M 133,440 -1,323 -1%
MFA
194
Mayflower Financial Advisors
Massachusetts
$9.92M 133,421 -7,774 -6%
WMR
195
Wealth Management Resources
Rhode Island
$9.75M 131,209 +10,392 +9%
CCMG
196
Clark Capital Management Group
Pennsylvania
$9.57M 128,741 +128,741 New
HGWM
197
Horst & Graben Wealth Management
Oregon
$9.52M 128,065 +2,306 +2%
FM
198
Family Management
New York
$9.51M 127,975 +125,027 +4,241%
Millennium Management
199
Millennium Management
New York
$9.47M 127,392 -30,650 -19%
AHC
200
Anderson Hoagland & Co
Missouri
$9.37M 126,009 +9,575 +8%
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