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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 %
FT
276
Fiduciary Trust
Massachusetts
$5.7M 79,111 -4,320 -5%
ASN
277
Advisory Services Network
Georgia
$5.7M 79,108 -4,831 -6%
OWA
278
One Wealth Advisors
California
$5.69M 78,880 +3,982 +5%
BIP
279
Blueprint Investment Partners
North Carolina
$5.68M 78,814 -34 -0%
MWM
280
MorganRosel Wealth Management
Colorado
$5.68M 78,740 +69,717 +773%
GVAG
281
Great Valley Advisor Group
Delaware
$5.62M 77,931 +25,165 +48%
BTI
282
Blue Trust Inc
Georgia
$5.61M 84,862 +22,583 +36%
Qube Research & Technologies (QRT)
283
Qube Research & Technologies (QRT)
United Kingdom
$5.6M 77,676 +47,115 +154%
EW
284
Enzi Wealth
Texas
$5.59M 76,924 +13,382 +21%
TWM
285
Tolleson Wealth Management
Texas
$5.57M 77,275 -5,686 -7%
MPW
286
Monterey Private Wealth
California
$5.55M 77,022 -4,353 -5%
GPA
287
Guerra Pan Advisors
New Jersey
$5.52M 76,557 -489 -0.6%
APW
288
Austin Private Wealth
Texas
$5.5M 76,303 +7,818 +11%
SPI
289
Santori & Peters Inc
Pennsylvania
$5.5M 76,228 -913 -1%
AC
290
Avant Capital
Louisiana
$5.48M 75,971 +146 +0.2%
AWM
291
Apollon Wealth Management
South Carolina
$5.48M 75,938 +6,125 +9%
BAM
292
Belpointe Asset Management
Nevada
$5.47M 75,878 +1,526 +2%
MC
293
McMorgan & Co
California
$5.4M 74,830 +347 +0.5%
LWM
294
Laidlaw Wealth Management
New York
$5.39M 74,763 +62 +0.1%
MBTD
295
Mechanics Bank - Trust Department
California
$5.38M 74,590 -1,555 -2%
HWA
296
HHM Wealth Advisors
Tennessee
$5.32M 73,746 -1,312 -2%
CA
297
Cambridge Associates
Massachusetts
$5.3M 73,530 +73,530 New
CAG
298
Csenge Advisory Group
Florida
$5.3M 73,487 -21,292 -22%
SPA
299
Shore Point Advisors
New Jersey
$5.28M 73,244 +496 +0.7%
TSWM
300
Tyler-Stone Wealth Management
Ohio
$5.27M 73,089 -786 -1%
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