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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 %
Bank of America
1
Bank of America
North Carolina
$3.06B 41,182,600 +127,633 +0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.02B 27,194,855 +1,731,554 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.31B 17,584,593 +4,866,003 +38%
Morgan Stanley
4
Morgan Stanley
New York
$1.26B 16,897,022 +1,131,153 +7%
RJA
5
Raymond James & Associates
Florida
$1.18B 15,910,405 -7,685,562 -33%
BlackRock
6
BlackRock
New York
$756M 10,168,137 +18,271 +0.2%
LPL Financial
7
LPL Financial
California
$605M 8,142,775 -204,206 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$459M 6,171,665 +816,830 +15%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$398M 5,356,189 +237,189 +5%
Ameriprise
10
Ameriprise
Minnesota
$363M 4,881,464 +116,394 +2%
APF
11
Alaska Permanent Fund
Alaska
$351M 4,721,904 +4,721,904 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$348M 4,675,323 +432,897 +10%
Wells Fargo
13
Wells Fargo
California
$344M 4,631,102 -329,835 -7%
UBS Group
14
UBS Group
Switzerland
$332M 4,469,363 -180,502 -4%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$270M 3,632,789 +4,965 +0.1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$255M 3,433,292 -266,212 -7%
FCBT
17
First Citizens Bank & Trust
North Carolina
$240M 3,233,226 -14,022 -0.4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$235M 3,161,940 +883,786 +39%
Osaic Holdings
19
Osaic Holdings
Arizona
$234M 3,143,210 -93,622 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$226M 3,046,357 -59,547 -2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$214M 2,876,066 -187,836 -6%
SEI Investments
22
SEI Investments
Pennsylvania
$212M 2,858,140 -76,162 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$148M 1,991,025 +43,323 +2%
AssetMark Inc
24
AssetMark Inc
California
$121M 1,626,398 +9,724 +0.6%
US Bancorp
25
US Bancorp
Minnesota
$119M 1,604,753 -117,683 -7%
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