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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 %
MA
201
Modus Advisors
Minnesota
$9.28M 124,834 +628 +0.5%
BC
202
Barrett & Company
Rhode Island
$9.18M 123,457 -2,676 -2%
CFO
203
Custos Family Office
Texas
$9.18M 123,445 +1,896 +2%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.98M 120,758 +17,427 +17%
Two Sigma Investments
205
Two Sigma Investments
New York
$8.96M 120,500 -424,200 -78%
FHB
206
First Hawaiian Bank
Hawaii
$8.95M 120,463 -229,025 -66%
APW
207
Austin Private Wealth
Texas
$8.95M 120,453 +10,568 +10%
FFA
208
Fortune Financial Advisors
Kansas
$8.95M 120,447 +120,447 New
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$8.87M 120,000 +120,000 New
AL
210
Aspiriant LLC
California
$8.82M 118,678 -2,609 -2%
MSWMA
211
Market Street Wealth Management Advisors
Indiana
$8.79M 118,210 +2,418 +2%
JSW
212
Journey Strategic Wealth
New Jersey
$8.73M 117,389 +7,065 +6%
MA
213
MONECO Advisors
Connecticut
$8.71M 117,185 -1,264 -1%
CSWG
214
Cardinal Strategic Wealth Guidance
Kentucky
$8.7M 117,033 +17,074 +17%
PWM
215
Perigon Wealth Management
California
$8.65M 116,430 +47,948 +70%
MCC
216
Money Concepts Capital
Florida
$8.64M 116,182 -243,471 -68%
BWM
217
Brickley Wealth Management
California
$8.5M 114,370 -32 -0%
BAM
218
BTS Asset Management
Massachusetts
$8.39M 112,941 +112,941 New
KL
219
KilterHowling LLC
Colorado
$8.37M 112,556 +2,267 +2%
Citadel Advisors
220
Citadel Advisors
Florida
$8.19M 110,191 -51,841 -32%
CFG
221
Compton Financial Group
Maryland
$8.16M 109,784 +3,232 +3%
HFA
222
High Falls Advisors
New York
$8.13M 109,405 +3,449 +3%
BRWA
223
B. Riley Wealth Advisors
Florida
$8.11M 109,157 +970 +0.9%
IWM
224
IHT Wealth Management
Illinois
$8.04M 108,204 -7,581 -7%
CAG
225
Crestwood Advisors Group
Massachusetts
$8.02M 107,959 -349,595 -76%
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