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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 %
SWM
276
Southern Wealth Management
Texas
$5.1M -$444K -6,233 -8%
SFG
277
Snider Financial Group
Washington
$5.07M -$102K -1,468 -2%
MBTD
278
Mechanics Bank - Trust Department
California
$5.03M -$381K -5,758 -7%
AC
279
Avant Capital
Louisiana
$5.01M +$74.4K +1,125 +2%
DADC
280
D.A. Davidson & Co
Montana
$4.97M +$1.3M +19,595 +35%
SHJ
281
Sharkey, Howes & Javer
Colorado
$4.97M +$2.15M +32,594 +77%
HWA
282
HHM Wealth Advisors
Tennessee
$4.96M -$38.7K -585 -0.8%
OWA
283
One Wealth Advisors
California
$4.95M +$488K +7,383 +11%
LWM
284
Laidlaw Wealth Management
New York
$4.94M +$44.1K +667 +0.9%
MC
285
McMorgan & Co
California
$4.92M -$3.89M -58,832 -44%
BAM
286
Belpointe Asset Management
Nevada
$4.91M +$50.2K +759 +1%
SSC
287
Syverson Strege & Co
Iowa
$4.91M -$182K -2,761 -4%
TSWM
288
Tyler-Stone Wealth Management
Ohio
$4.88M -$9.85K -149 -0.2%
SPA
289
Shore Point Advisors
New Jersey
$4.81M -$14.3K -216 -0.3%
AF
290
Allworth Financial
California
$4.79M +$508K +7,685 +12%
AF
291
Apexium Financial
Texas
$4.77M +$4.77M +72,196 New
LIA
292
LS Investment Advisors
Michigan
$4.76M -$1.84M -27,790 -28%
ELI
293
Empire Life Investments
Ontario, Canada
$4.76M +$6.61K +100 +0.1%
JWCA
294
J.W. Cole Advisors
Florida
$4.73M -$190K -2,872 -4%
MG
295
Mather Group
Illinois
$4.69M +$25.5K +386 +0.5%
AG
296
Ascent Group
Virginia
$4.69M +$1.76M +24,718 +60%
AIMCA
297
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.67M +$4.67M +70,650 New
GF
298
Gries Financial
Ohio
$4.65M +$695K +10,511 +18%
AWM
299
Apollon Wealth Management
South Carolina
$4.62M +$147K +2,225 +3%
ES
300
ETF Store
Kansas
$4.6M -$53.2K -805 -1%
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