USMV icon

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
APF
1
Alaska Permanent Fund
Alaska
$235M
2
AC
2
Allstate Corporation
Illinois
$309M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.48B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$122M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.13B

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 %
JWCA
301
J.W. Cole Advisors
Florida
$5.22M 72,445 +960 +1%
JSW
302
Journey Strategic Wealth
New Jersey
$5.2M 72,107 +11,417 +19%
IA
303
IFP Advisors
Florida
$5.2M 97,246 -11,103 -10%
ES
304
ETF Store
Kansas
$5.2M 71,468 +1,938 +3%
IWA
305
IBEX Wealth Advisors
New Jersey
$5.2M 72,052 +5,253 +8%
SFG
306
Snider Financial Group
Washington
$5.1M 70,707 -2,550 -3%
MG
307
Mather Group
Illinois
$5.08M 70,524 -473 -0.7%
SWM
308
Southern Wealth Management
Texas
$5.06M 70,175 -1,438 -2%
GF
309
Gries Financial
Ohio
$5.03M 69,752 -530 -0.8%
FLA
310
Financial Life Advisors
Texas
$5M 69,354 -43,839 -39%
AF
311
Allworth Financial
California
$4.97M 68,976 -3,534 -5%
AF
312
Apexium Financial
Texas
$4.97M 68,869 -3,327 -5%
Barclays
313
Barclays
United Kingdom
$4.93M 68,425 +2,587 +4%
MLIC
314
Mandatum Life Insurance Company
Finland
$4.93M 68,319 – –
PWA
315
Physician Wealth Advisors
Utah
$4.91M 67,563 +15,736 +30%
Citadel Advisors
316
Citadel Advisors
Florida
$4.9M 68,007 +68,007 New
MIA
317
Milestone Investment Advisors
Wisconsin
$4.79M 66,466 +66,466 New
IAG
318
Investment Advisory Group
Massachusetts
$4.76M 66,012 +1,252 +2%
GLA
319
Good Life Advisors
Pennsylvania
$4.74M 65,751 -2,143 -3%
LRPA
320
L. Roy Papp & Associates
Arizona
$4.69M 65,017 +890 +1%
Cerity Partners
321
Cerity Partners
New York
$4.68M 64,963 -380 -0.6%
UB
322
UMB Bank
Missouri
$4.68M 64,890 -19,363 -23%
MSAM
323
Moloney Securities Asset Management
Missouri
$4.65M 64,548 -2,325 -3%
KFSC
324
Keystone Financial Services (Colorado)
Colorado
$4.65M 63,544 +17,562 +38%
LFAS
325
Level Four Advisory Services
Texas
$4.64M 64,301 +3,480 +6%
11 12
13
14 15