USMV icon

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 %
AHC
176
Anderson Hoagland & Co
Missouri
$9.89M 136,619 +10,610 +8%
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$9.83M 135,771 -3,474 -2%
PA
178
Parallel Advisors
California
$9.75M 134,690 -78,177 -37%
GWAG
179
Garrett Wealth Advisory Group
Texas
$9.74M 134,618 -2,540 -2%
PA
180
PSI Advisors
Florida
$9.54M 131,792 -9,307 -7%
Prudential Financial
181
Prudential Financial
New Jersey
$9.49M 131,156 -19,267 -13%
GWSG
182
GPS Wealth Strategies Group
Colorado
$9.43M 130,258 -25,780 -17%
PCFFS
183
Pacific Center for Financial Services
California
$9.41M 130,038 -3,402 -3%
HF
184
HRT Financial
New York
$9.36M 129,305 -20,551 -14%
BC
185
Barrett & Company
Rhode Island
$9.15M 126,481 +3,024 +2%
MA
186
Modus Advisors
Minnesota
$9.15M 126,478 +1,644 +1%
CAM
187
Cresset Asset Management
Illinois
$9.12M 125,324 -14,286 -10%
CFO
188
Custos Family Office
Texas
$9.08M 125,488 +2,043 +2%
1WM
189
1900 Wealth Management
Texas
$9M 124,410 -112,448 -47%
IWP
190
Icon Wealth Partners
Texas
$8.92M 123,262 -23,712 -16%
FA
191
FDx Advisors
Illinois
$8.88M 122,616 +21,815 +22%
Mirae Asset Global Investments
192
Mirae Asset Global Investments
South Korea
$8.72M 120,000 – –
FFA
193
Fortune Financial Advisors
Kansas
$8.7M 120,258 -189 -0.2%
FHB
194
First Hawaiian Bank
Hawaii
$8.7M 120,197 -266 -0.2%
CW
195
CreativeOne Wealth
Kansas
$8.61M 118,995 -18,647 -14%
MA
196
MONECO Advisors
Connecticut
$8.54M 117,984 +799 +0.7%
VCP
197
Verus Capital Partners
Arizona
$8.49M 117,271 +14,545 +14%
AL
198
Aspiriant LLC
California
$8.46M 116,836 -1,842 -2%
CIAS
199
CFS Investment Advisory Services
New Jersey
$8.44M 116,613 -40,021 -26%
KL
200
KilterHowling LLC
Colorado
$8.22M 113,505 +949 +0.8%
6 7
8
9 10