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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.6%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M

Top Buyers

1
AIM
1
Allstate Investment Management
Illinois
$309M
2
APF
2
Alaska Permanent Fund
Alaska
$235M
3
AC
3
Allstate Corporation
Illinois
$309M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.48B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$122M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$7.89M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.63B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$197M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
FEG
251
Financial Enhancement Group
Indiana
$6.55M 90,408 -8,088 -8%
SAM
252
Sequent Asset Management
Texas
$6.51M 90,226 -107 -0.1%
AIP
253
Ahrens Investment Partners
Louisiana
$6.5M 90,150 -2,058 -2%
CWM
254
Calamos Wealth Management
Illinois
$6.49M 89,993 – –
SCM
255
Stonehearth Capital Management
Massachusetts
$6.47M 89,783 +254 +0.3%
WSTAM
256
Wilbanks Smith & Thomas Asset Management
Virginia
$6.47M 89,780 -16,976 -16%
ACM
257
Allred Capital Management
Texas
$6.41M 88,925 -1,906 -2%
FA
258
FDx Advisors
Illinois
$6.4M 88,752 +941 +1%
JWBC
259
John W. Brooker & Co
California
$6.37M 88,332 -1,387 -2%
IWA
260
Icon Wealth Advisors
Texas
$6.34M 87,882 -3,036 -3%
CP
261
Capital Planning
Washington
$6.2M 86,060 +1,257 +1%
IF
262
Intrua Financial
Texas
$6.19M 86,499 -807 -0.9%
AFG
263
Arkansas Financial Group
Arkansas
$6.19M 85,881 -286 -0.3%
FPW
264
Flagship Private Wealth
Massachusetts
$6.04M 83,770 -50 -0.1%
AL
265
ADE LLC
Maryland
$6.01M 83,405 -5,866 -7%
EFS
266
Essex Financial Services
Connecticut
$5.95M 82,545 -2,067 -2%
AWG
267
Altus Wealth Group
Colorado
$5.93M 82,204 +24,142 +42%
SWM
268
Scissortail Wealth Management
Oklahoma
$5.92M 81,433 +7,314 +10%
WA
269
Waverly Advisors
Alabama
$5.91M 81,994 +34,553 +73%
CFGS
270
Concourse Financial Group Securities
Alabama
$5.85M 81,093 -2,191 -3%
RF
271
Resolute Financial
Massachusetts
$5.81M 80,652 -877 -1%
FWP
272
FAS Wealth Partners
Kansas
$5.81M 80,638 -46 -0.1%
HFA
273
High Falls Advisors
New York
$5.8M 80,486 -523 -0.6%
HTC
274
Haverford Trust Company
Pennsylvania
$5.8M 80,391 +308 +0.4%
OAP
275
One Advisory Partners
Kansas
$5.73M 79,434 -2,573 -3%
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