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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.

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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$7.89M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.63B
3
Osaic Holdings
Osaic Holdings
Arizona
$197M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
F
326
F3Logic
Minnesota
$4.59M +$60.6K +840 +1%
GBS
327
Gallagher Benefit Services
Illinois
$4.59M +$4.59M +63,658 New
VWA
328
Visionary Wealth Advisors
Illinois
$4.55M -$280K -3,880 -6%
RSWM
329
Robertson Stephens Wealth Management
California
$4.54M -$198K -2,753 -4%
RWG
330
Regal Wealth Group
California
$4.52M +$10.3K +143 +0.2%
CNB
331
Camden National Bank
Maine
$4.5M +$101K +1,401 +2%
OIM
332
Opus Investment Management
Massachusetts
$4.49M +$20K +277 +0.4%
SSC
333
Syverson Strege & Co
Iowa
$4.47M -$884K -12,261 -17%
FFN
334
Focus Financial Network
Minnesota
$4.46M +$143K +1,979 +3%
Goldman Sachs
335
Goldman Sachs
New York
$4.44M +$3.9M +54,102 +719%
KSWA
336
Kathleen S. Wright Associates
Pennsylvania
$4.42M +$737K +10,228 +20%
LPT
337
Legacy Private Trust
Wisconsin
$4.42M -$3.03K -42 -0.1%
Northern Trust
338
Northern Trust
Illinois
$4.42M +$461K +6,398 +12%
SHJ
339
Sharkey, Howes & Javer
Colorado
$4.39M -$1.03M -14,253 -19%
CAM
340
Cozad Asset Management
Illinois
$4.39M +$557K +7,724 +15%
CB
341
Commerce Bank
Missouri
$4.31M +$26K +360 +0.6%
WWG
342
West Wealth Group
California
$4.28M -$126K -1,746 -3%
RRA
343
Round Rock Advisors
Connecticut
$4.26M -$83.2K -1,154 -2%
Daiwa Securities Group
344
Daiwa Securities Group
Japan
$4.22M +$818K +11,350 +24%
IP
345
Investment Partners
Ohio
$4.19M -$181K -2,517 -4%
AWA
346
Alta Wealth Advisors
Massachusetts
$4.18M -$87.2K -1,209 -2%
RF
347
RHS Financial
California
$4.17M -$377K -5,223 -8%
TSA
348
Tri-Star Advisors
Texas
$4.16M +$1.43M +19,434 +52%
HC
349
Hoese & Co
Minnesota
$4.14M +$218K +2,900 +6%
GCM
350
G2 Capital Management
Ohio
$4.13M +$19.8K +274 +0.5%
12 13
14
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