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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 %
WWG
326
West Wealth Group
California
$4.04M +$1.14M +17,320 +40%
CNB
327
Camden National Bank
Maine
$4.03M -$4.83K -73 -0.1%
LFAS
328
Level Four Advisory Services
Texas
$4.02M -$785K -11,881 -16%
JSW
329
Journey Strategic Wealth
New Jersey
$4.01M +$170K +2,570 +4%
IP
330
Investment Partners
Ohio
$4.01M -$1.78M -26,936 -31%
RRA
331
Round Rock Advisors
Connecticut
$3.99M -$88.4K -1,337 -2%
FFN
332
Focus Financial Network
Minnesota
$3.98M +$30.2K +455 +0.8%
TFA
333
Transamerica Financial Advisors
Florida
$3.98M +$314K +4,755 +9%
CB
334
Commerce Bank
Missouri
$3.93M -$119K -1,806 -3%
AWA
335
Alta Wealth Advisors
Massachusetts
$3.92M -$21.8K -330 -0.6%
SAMT
336
Select Asset Management & Trust
Pennsylvania
$3.84M +$350K +5,289 +10%
SI
337
Saxon Interests
Texas
$3.84M +$755K +10,957 +25%
IFWM
338
Institute for Wealth Management
Colorado
$3.81M -$327K -4,940 -8%
BFG
339
Barber Financial Group
Kansas
$3.77M -$30K -454 -0.8%
GCM
340
G2 Capital Management
Ohio
$3.77M +$3.77M +57,037 New
TNBTD
341
Trustmark National Bank Trust Department
Mississippi
$3.76M -$362K -5,473 -9%
MWM
342
Marietta Wealth Management
Georgia
$3.72M +$81.2K +1,229 +2%
GA
343
GoalVest Advisory
New York
$3.71M +$3.71M +56,171 New
MMA
344
Miracle Mile Advisors
California
$3.64M -$661K -10,007 -15%
BFG
345
Buttonwood Financial Group
Missouri
$3.63M -$76.8K -1,166 -2%
Northern Trust
346
Northern Trust
Illinois
$3.63M +$8.46K +128 +0.2%
PWA
347
Physician Wealth Advisors
Utah
$3.57M +$29.6K +430 +0.8%
CWP
348
CFM Wealth Partners
Texas
$3.56M +$97.4K +1,473 +3%
VFM
349
Valley Financial Management
New York
$3.54M +$3.54M +53,593 New
EIP
350
Ellis Investment Partners
Pennsylvania
$3.54M -$89.4K -1,353 -2%
12 13
14
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