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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
+$1.29B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$814M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$325M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$292M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$228M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$191M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$96.8M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$94.6M
4
Goldman Sachs
Goldman Sachs
New York
-$28.2M
5
HI
Horizon Investments
North Carolina
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
301
Enzi Wealth
Texas
$4.58M +$4.58M +63,542 New
APW
302
Austin Private Wealth
Texas
$4.53M +$1.57M +23,708 +53%
MLIC
303
Mandatum Life Insurance Company
Finland
$4.52M – – –
GLA
304
Good Life Advisors
Pennsylvania
$4.49M +$949K +14,359 +27%
ACK
305
Andrew C. Karlinski
$4.44M -$664K -10,045 -13%
VWA
306
Visionary Wealth Advisors
Illinois
$4.43M -$77.9K -1,178 -2%
MSAM
307
Moloney Securities Asset Management
Missouri
$4.42M +$213K +3,225 +5%
IWA
308
IBEX Wealth Advisors
New Jersey
$4.42M -$44.6K -675 -1%
BTI
309
Blue Trust Inc
Georgia
$4.37M -$447K -6,367 -9%
Barclays
310
Barclays
United Kingdom
$4.35M +$1.84M +27,762 +73%
RSWM
311
Robertson Stephens Wealth Management
California
$4.35M +$151K +2,291 +4%
TF
312
Tompkins Financial
New York
$4.34M -$474K -7,174 -10%
Cerity Partners
313
Cerity Partners
New York
$4.32M +$352K +5,333 +9%
WLPWM
314
Walled Lake Planning & Wealth Management
Illinois
$4.29M +$4.29M +64,886 New
IAG
315
Investment Advisory Group
Massachusetts
$4.28M +$28.6K +432 +0.7%
AWG
316
Altus Wealth Group
Colorado
$4.27M – – –
LRPA
317
L. Roy Papp & Associates
Arizona
$4.24M -$218K -3,296 -5%
RWG
318
Regal Wealth Group
California
$4.22M +$96.9K +1,439 +2%
FHA
319
Flagship Harbor Advisors
Massachusetts
$4.21M -$68.5K -1,036 -2%
PFA
320
Pettinga Financial Advisors
Indiana
$4.18M -$70.1K -1,060 -2%
RF
321
RHS Financial
California
$4.17M +$75.8K +1,147 +2%
F
322
F3Logic
Minnesota
$4.16M -$246K -3,718 -6%
Jane Street
323
Jane Street
New York
$4.15M +$4.15M +62,843 New
OIM
324
Opus Investment Management
Massachusetts
$4.1M – – –
LPT
325
Legacy Private Trust
Wisconsin
$4.05M -$459K -6,948 -10%
11 12
13
14 15