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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 %
Wolverine Trading
351
Wolverine Trading
Illinois
$3.52M +$3.52M +52,694 New
BOPW
352
Brandywine Oak Private Wealth
Pennsylvania
$3.52M -$875K -13,241 -20%
CAM
353
Cozad Asset Management
Illinois
$3.51M +$28.9K +437 +0.8%
BA
354
BCM Advisors
Louisiana
$3.51M -$95.6K -1,334 -3%
GIA
355
Goodwin Investment Advisory
Georgia
$3.5M -$26.4K -399 -0.7%
GVAG
356
Great Valley Advisor Group
Delaware
$3.49M -$503K -7,613 -13%
WCM
357
WealthBridge Capital Management
Ohio
$3.49M – – –
WCM
358
Windham Capital Management
Massachusetts
$3.48M – – –
EWA
359
EP Wealth Advisors
California
$3.47M +$2.39M +36,117 +221%
HC
360
Hoese & Co
Minnesota
$3.45M +$351K +5,305 +11%
CWS
361
Cypress Wealth Services
California
$3.43M +$954K +14,380 +39%
HGWM
362
Horst & Graben Wealth Management
Oregon
$3.43M +$900K +13,619 +36%
CI
363
Cavalier Investments
Georgia
$3.41M +$41.9K +634 +1%
BS
364
Banco Santander
Spain
$3.4M -$168K -2,546 -5%
SIAG
365
Safeguard Investment Advisory Group
California
$3.38M -$224K -3,386 -6%
KSWA
366
Kathleen S. Wright Associates
Pennsylvania
$3.38M +$115K +1,737 +4%
PWM
367
Perigon Wealth Management
California
$3.37M +$480K +7,259 +17%
WWM
368
Windsor Wealth Management
Indiana
$3.36M -$512K -7,715 -13%
CAN
369
Claraphi Advisory Network
United States
$3.29M +$2.93M +44,392 +825%
MW
370
MBL Wealth
North Carolina
$3.29M +$331K +5,007 +11%
WMP
371
Wealth Management Partners
Arizona
$3.29M – – –
NL
372
NWAM LLC
Washington
$3.27M +$476K +7,205 +17%
CWA
373
Centennial Wealth Advisory
Michigan
$3.26M +$3.26M +49,368 New
T
374
TCWP
Ohio
$3.23M +$669K +10,126 +26%
SFI
375
SPC Financial Inc
Maryland
$3.23M -$285K -4,317 -8%
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