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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 %
AFG
251
Arkansas Financial Group
Arkansas
$5.7M -$17.2K -260 -0.3%
CP
252
Capital Planning
Washington
$5.63M +$89K +1,339 +2%
WFA
253
Wells Financial Advisors
Massachusetts
$5.61M -$632K -9,559 -10%
EFS
254
Essex Financial Services
Connecticut
$5.59M -$104K -1,580 -2%
UB
255
UMB Bank
Missouri
$5.57M -$2.02M -30,577 -27%
ASN
256
Advisory Services Network
Georgia
$5.55M +$510K +7,722 +10%
FPW
257
Flagship Private Wealth
Massachusetts
$5.54M -$25.7K -389 -0.5%
Prudential Financial
258
Prudential Financial
New Jersey
$5.53M +$1.38M +20,685 +33%
FT
259
Fiduciary Trust
Massachusetts
$5.52M -$13.7K -208 -0.2%
CFGS
260
Concourse Financial Group Securities
Alabama
$5.51M +$747K +11,306 +16%
TWM
261
Tolleson Wealth Management
Texas
$5.48M -$1.09M -16,549 -17%
MPW
262
Monterey Private Wealth
California
$5.44M -$618K -9,240 -10%
OAP
263
One Advisory Partners
Kansas
$5.42M +$2.93M +44,335 +118%
RF
264
Resolute Financial
Massachusetts
$5.39M +$44.6K +675 +0.8%
VAS
265
Vestmark Advisory Solutions
Massachusetts
$5.38M +$297K +4,499 +6%
HFA
266
High Falls Advisors
New York
$5.36M +$1.69M +25,494 +46%
FWP
267
FAS Wealth Partners
Kansas
$5.33M -$165K -2,497 -3%
BFA
268
BMS Financial Advisors
South Dakota
$5.31M +$3.8M +57,528 +253%
HTC
269
Haverford Trust Company
Pennsylvania
$5.29M -$671K -10,159 -11%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$5.23M -$3.32M -50,235 -39%
BIP
271
Blueprint Investment Partners
North Carolina
$5.21M -$111K -1,680 -2%
SWM
272
Scissortail Wealth Management
Oklahoma
$5.17M -$2.47M -35,419 -32%
SWM
273
SigFig Wealth Management
California
$5.16M +$4.4M +60,520 +584%
GPA
274
Guerra Pan Advisors
New Jersey
$5.11M -$16.3K -245 -0.3%
SPI
275
Santori & Peters Inc
Pennsylvania
$5.1M -$105K -1,583 -2%
9 10
11
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