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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 %
SRC
401
Shufro Rose & Co
New York
$2.73M -$39.5K -598 -1%
PFG
402
PAX Financial Group
Texas
$2.66M +$458K +6,937 +21%
AA
403
Ancora Advisors
Ohio
$2.63M +$47.4K +717 +2%
CGFA
404
Colton Groome Financial Advisors
North Carolina
$2.62M -$2.31M -34,895 -47%
AA
405
ACT Advisors
North Carolina
$2.6M +$859 +13 +0%
QWM
406
QP Wealth Management
New Jersey
$2.57M -$87.3K -1,305 -3%
SHIM
407
Stone House Investment Management
Pennsylvania
$2.56M -$127K -1,928 -5%
DWM
408
Defined Wealth Management
Oregon
$2.56M +$48.9K +740 +2%
CBFP
409
Cedar Brook Financial Partners
Ohio
$2.53M +$67.2K +1,016 +3%
WCG
410
Weaver Consulting Group
California
$2.53M -$31.6K -478 -1%
GM
411
GeoWealth Management
Illinois
$2.53M +$172K +2,596 +7%
DL
412
DOHJ LLC
Washington
$2.5M -$318K -4,812 -11%
MW
413
Marcum Wealth
Ohio
$2.49M -$130K -1,965 -5%
SXL
414
Summit X LLC
Missouri
$2.49M +$887K +13,486 +55%
ECM
415
Evergreen Capital Management
Washington
$2.48M – – –
TSA
416
Tri-Star Advisors
Texas
$2.48M +$885K +13,342 +56%
GRP
417
Global Retirement Partners
California
$2.48M -$285 -4 -0%
PA
418
PFG Advisors
Arizona
$2.45M +$271K +4,101 +12%
LWM
419
Liberty Wealth Management
California
$2.41M +$896K +13,555 +59%
T
420
TNF
Montana
$2.4M +$918K +13,855 +62%
CAG
421
Curtis Advisory Group
California
$2.39M +$280K +4,240 +13%
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.35M -$566K -8,432 -19%
1WA
423
180 Wealth Advisors
Washington
$2.35M -$79.9K -1,209 -3%
ACP
424
Arcus Capital Partners
Georgia
$2.34M -$529 -8 -0%
BA
425
Ballew Advisors
Mississippi
$2.33M -$43.9K -663 -2%
15 16
17
18 19