USMV icon

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 %
Bank of America
1
Bank of America
North Carolina
$2.99B +$63.3M +869,759 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.85B +$206M +2,832,040 +13%
RJA
3
Raymond James & Associates
Florida
$1.72B -$557M -7,663,384 -25%
Morgan Stanley
4
Morgan Stanley
New York
$1.15B +$6.75M +92,757 +0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$925M -$566M -7,786,364 -38%
BlackRock
6
BlackRock
New York
$738M -$215M -2,960,078 -23%
LPL Financial
7
LPL Financial
California
$607M +$47.4M +651,701 +8%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$390M +$80.4M +1,105,642 +26%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$372M +$25.2M +347,069 +7%
Wells Fargo
10
Wells Fargo
California
$361M -$13.6M -186,336 -4%
Ameriprise
11
Ameriprise
Minnesota
$347M +$39.5K +542 +0%
UBS Group
12
UBS Group
Switzerland
$338M -$22M -302,035 -6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$309M -$13.9M -190,924 -4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$269M -$11.3M -155,495 -4%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$264M +$52.7M +724,134 +25%
FCBT
16
First Citizens Bank & Trust
North Carolina
$236M -$161M -2,213,396 -41%
Osaic Holdings
17
Osaic Holdings
Arizona
$236M +$36.3M +498,820 +18%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$223M +$3.11M +42,744 +1%
SEI Investments
19
SEI Investments
Pennsylvania
$213M +$5.69M +78,237 +3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$166M +$43.1M +592,907 +35%
BCM
21
Brookstone Capital Management
Illinois
$146M -$28.5M -384,589 -16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$142M -$7.13M -98,043 -5%
US Bancorp
23
US Bancorp
Minnesota
$125M -$12.1M -166,957 -9%
SG Americas Securities
24
SG Americas Securities
New York
$122M -$28.8M -396,503 -19%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$121M +$2.06M +28,258 +2%
1
2 3 4 5