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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 %
MCC
201
Money Concepts Capital
Florida
$8.19M 108,071 -8,111 -7%
Two Sigma Advisers
202
Two Sigma Advisers
New York
$8.11M 112,100 -34,000 -23%
BWM
203
Brickley Wealth Management
California
$7.98M 110,296 -4,074 -4%
FWI
204
Facet Wealth Inc
Maryland
$7.94M 110,614 +80,907 +272%
MFA
205
Mayflower Financial Advisors
Massachusetts
$7.85M 108,450 -24,971 -19%
EL
206
EWA LLC
Pennsylvania
$7.81M 105,629 +1,701 +2%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$7.8M 107,775 +37,040 +52%
NFG
208
Nations Financial Group
Iowa
$7.8M 107,763 +912 +0.9%
HGWM
209
Horst & Graben Wealth Management
Oregon
$7.79M 107,619 -20,446 -16%
ICG
210
InterOcean Capital Group
Tennessee
$7.71M 106,506 +11,371 +12%
CAG
211
Crestwood Advisors Group
Massachusetts
$7.7M 106,450 -1,509 -1%
NEPWA
212
New England Private Wealth Advisors
Massachusetts
$7.63M 105,382 +34 +0%
BRG
213
Bay Rivers Group
Virginia
$7.58M 104,746 +171 +0.2%
GIA
214
Gladstone Institutional Advisory
Florida
$7.56M 104,470 +2,969 +3%
CSWG
215
Cardinal Strategic Wealth Guidance
Kentucky
$7.54M 104,129 -12,904 -11%
1832 Asset Management
216
1832 Asset Management
Ontario, Canada
$7.46M 103,030 -670 -0.6%
BA
217
Bellwether Advisors
Nebraska
$7.43M 102,655 -3,126 -3%
AL
218
ADE LLC
Maryland
$7.42M 102,579 +13,367 +15%
APW
219
Austin Private Wealth
Texas
$7.42M 102,536 -17,917 -15%
CB
220
Community Bank
New York
$7.41M 102,370 -185 -0.2%
PWM
221
Perigon Wealth Management
California
$7.38M 101,962 -14,468 -12%
Franklin Resources
222
Franklin Resources
California
$7.34M 101,389 -5,061 -5%
BTI
223
Blue Trust Inc
Georgia
$7.27M 97,776 -8,560 -8%
PSCM
224
Per Stirling Capital Management
Texas
$7.07M 97,698 +2,659 +3%
IWM
225
IHT Wealth Management
Illinois
$6.98M 96,402 -11,802 -11%
7 8
9
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