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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 %
Franklin Resources
201
Franklin Resources
California
$8.67M -$804K -11,048 -8%
MA
202
MONECO Advisors
Connecticut
$8.62M -$210K -2,889 -2%
IWP
203
Icon Wealth Partners
Texas
$8.59M +$8.59M +118,098 New
1832 Asset Management
204
1832 Asset Management
Ontario, Canada
$8.56M +$169K +2,330 +2%
AHC
205
Anderson Hoagland & Co
Missouri
$8.47M +$158K +2,170 +2%
MCIA
206
Mountain Capital Investment Advisors
Colorado
$8.45M +$7.06M +95,205 +505%
MSWMA
207
Market Street Wealth Management Advisors
Indiana
$8.42M +$5.44M +74,807 +183%
IWM
208
IHT Wealth Management
Illinois
$8.42M +$253K +3,476 +3%
BWM
209
Brickley Wealth Management
California
$8.32M +$6.04K +83 +0.1%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$8.05M +$1.89K +26 +0%
JSW
211
Journey Strategic Wealth
New Jersey
$8.02M +$2.78M +38,217 +53%
KL
212
KilterHowling LLC
Colorado
$8.02M +$240K +3,302 +3%
PAMG
213
Patton Albertson Miller Group
Tennessee
$8.01M +$427K +5,877 +6%
APW
214
Austin Private Wealth
Texas
$7.99M +$2.44M +33,582 +44%
BRWA
215
B. Riley Wealth Advisors
Florida
$7.87M +$906K +12,450 +13%
NFG
216
Nations Financial Group
Iowa
$7.86M -$11.1K -153 -0.1%
AIP
217
Ahrens Investment Partners
Louisiana
$7.85M +$1.29M +17,765 +20%
CFG
218
Compton Financial Group
Maryland
$7.75M +$150K +2,065 +2%
Goldman Sachs
219
Goldman Sachs
New York
$7.74M +$3.26M +44,838 +73%
BA
220
Bellwether Advisors
Nebraska
$7.73M -$395K -5,434 -5%
PFA
221
Pettinga Financial Advisors
Indiana
$7.72M +$4.09M +56,244 +113%
HFA
222
High Falls Advisors
New York
$7.71M +$1.85M +25,470 +32%
GF
223
Gries Financial
Ohio
$7.65M +$2.58M +35,434 +51%
BRG
224
Bay Rivers Group
Virginia
$7.6M +$8.51K +117 +0.1%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.52M -$2.84M -38,984 -27%
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