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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,059 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 410 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-28
Holders Change %
-2.58%
% of All Funds
18.31%
Holding in Top 10
146
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.8%
% of All Funds
2.52%
New
69
Increased
410
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.69B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.65B
3
FCBT
First Citizens Bank & Trust
North Carolina
$325M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.26B
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$255M

Top Sellers

1
AC
Allstate Corporation
Illinois
$94.5M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$498K
5
HI
Horizon Investments
North Carolina
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
226
Custos Family Office
Texas
$6.5M +$484K +7,328 +8%
William Blair & Company
227
William Blair & Company
Illinois
$6.44M -$180K -2,716 -3%
WIA
228
World Investment Advisors
California
$6.39M +$1.03M +15,595 +19%
MWM
229
Mascoma Wealth Management
New Hampshire
$6.39M +$602K +9,101 +10%
TC
230
Tacita Capital
Ontario, Canada
$6.38M +$13.9K +210 +0.2%
VHAM
231
Van Hulzen Asset Management
California
$6.37M -$12.2K -185 -0.2%
CAG
232
Csenge Advisory Group
Florida
$6.27M +$930K +14,065 +17%
FCT
233
Family Capital Trust
Massachusetts
$6.16M -$57.6K -872 -0.9%
WBG
234
Wharton Business Group
Pennsylvania
$6.11M +$227K +3,440 +4%
FAIM
235
Financial Advocates Investment Management
Washington
$6.11M -$5.86M -88,645 -49%
AIP
236
Ahrens Investment Partners
Louisiana
$6.1M -$180K -2,726 -3%
PFS
237
Prospera Financial Services
Texas
$6.08M +$87.6K +1,325 +1%
IWA
238
Icon Wealth Advisors
Texas
$6.01M +$6.01M +90,918 New
ACM
239
Allred Capital Management
Texas
$6M -$71.6K -1,084 -1%
SAM
240
Sequent Asset Management
Texas
$5.97M +$66.2K +1,001 +1%
CWM
241
Calamos Wealth Management
Illinois
$5.95M – – –
IA
242
IFP Advisors
Florida
$5.95M +$176K +3,205 +3%
APA
243
American Portfolios Advisors
New York
$5.94M +$3.29M +49,807 +124%
JWBC
244
John W. Brooker & Co
California
$5.93M +$42K +636 +0.7%
SCM
245
Stonehearth Capital Management
Massachusetts
$5.92M -$118K -1,782 -2%
AL
246
ADE LLC
Maryland
$5.9M -$65.9K -997 -1%
CAL
247
Capital Analysts LLC
Pennsylvania
$5.81M -$2.38K -36 -0%
FA
248
FDx Advisors
Illinois
$5.8M +$5.55M +83,902 +2,146%
SCA
249
Snowden Capital Advisors
New York
$5.79M -$142K -2,155 -2%
IF
250
Intrua Financial
Texas
$5.77M -$188K -2,847 -3%
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