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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 %
Bank of America
1
Bank of America
North Carolina
$2.89B 39,953,764 -1,228,836 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93B 26,644,002 +9,059,409 +52%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.65B 22,733,460 -4,461,395 -16%
RJA
4
Raymond James & Associates
Florida
$1.16B 15,958,794 +48,389 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$1.08B 14,883,343 -2,013,679 -12%
BlackRock
6
BlackRock
New York
$692M 9,559,668 -608,469 -6%
LPL Financial
7
LPL Financial
California
$549M 7,584,840 -557,935 -7%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$519M 7,172,429 +1,000,764 +16%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$392M 5,421,065 +64,876 +1%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$384M 5,301,031 +1,867,739 +54%
Osaic Holdings
11
Osaic Holdings
Arizona
$374M 5,166,553 +2,023,343 +64%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$348M 4,802,286 +126,963 +3%
Wells Fargo
13
Wells Fargo
California
$324M 4,483,239 -147,863 -3%
Ameriprise
14
Ameriprise
Minnesota
$312M 4,313,575 -567,889 -12%
UBS Group
15
UBS Group
Switzerland
$311M 4,297,736 -171,627 -4%
APF
16
Alaska Permanent Fund
Alaska
$299M 4,130,349 -591,555 -13%
MRC
17
Millburn Ridgefield Corp
New York
$259M 3,582,132 +3,582,132 New
CCA
18
Catalyst Capital Advisors
New York
$259M 3,582,132 +3,582,132 New
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$247M 3,412,032 +3,412,032 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$222M 3,064,976 +188,910 +7%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$215M 2,964,965 -667,824 -18%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$211M 2,913,066 -248,874 -8%
SEI Investments
23
SEI Investments
Pennsylvania
$206M 2,852,865 -5,275 -0.2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$201M 2,781,552 -264,805 -9%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$178M 2,455,650 +2,193,948 +838%
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