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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 %
RPGK
376
Retirement Planning Group (Kansas)
Kansas
$3.22M -$460K -6,962 -12%
SB
377
Strategic Blueprint
Georgia
$3.22M +$486K +7,351 +18%
KFSC
378
Keystone Financial Services (Colorado)
Colorado
$3.21M +$45.2K +648 +1%
SW
379
SteelPeak Wealth
California
$3.21M +$987K +14,931 +44%
WA
380
Waverly Advisors
Alabama
$3.14M -$253K -3,823 -7%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$3.12M +$225K +3,400 +8%
BPCE
382
Bank Pictet & Cie (Europe)
Germany
$3.1M – – –
FFS
383
Founders Financial Securities
Maryland
$3.1M -$2.02M -30,522 -39%
TFS
384
TrustCore Financial Services
Tennessee
$3.09M -$440K -6,663 -12%
LNC
385
Lincoln National Corp
Pennsylvania
$3.06M -$80.5K -1,218 -3%
SFM
386
Signet Financial Management
New Jersey
$3.04M -$13.5K -205 -0.4%
HGERS
387
Householder Group Estate & Retirement Specialist
Arizona
$3.01M -$160K -2,422 -5%
HFRG
388
Houlihan Financial Resource Group
Virginia
$3M +$3M +43,502 New
BFA
389
Beacon Financial Advisory
Ohio
$3M +$127K +1,923 +4%
Brown Advisory
390
Brown Advisory
Maryland
$2.96M +$91.2K +1,380 +3%
DA
391
Detalus Advisors
Missouri
$2.94M +$2.01M +30,475 +217%
LWM
392
Lionsbridge Wealth Management
Florida
$2.94M +$16.3K +247 +0.6%
VWA
393
V Wealth Advisors
Kansas
$2.93M +$1.82M +27,592 +165%
ASFA
394
All Season Financial Advisors
Colorado
$2.9M +$2.9M +43,858 New
SFP
395
Sweet Financial Partners
Minnesota
$2.89M -$66.5K -1,006 -2%
IF
396
Integrity Financial
Wyoming
$2.87M -$228K -3,448 -7%
MAP
397
Milestone Advisory Partners
North Carolina
$2.87M +$10.8K +163 +0.4%
RA
398
RFG Advisory
Alabama
$2.84M -$313K -4,417 -10%
IF
399
IRON Financial
Illinois
$2.81M -$51K -771 -2%
SMG
400
Spectrum Management Group
Indiana
$2.78M +$1.19M +17,980 +75%
14 15
16
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