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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 %
D
401
Diversified
Delaware
$3.3M +$1.03M +14,221 +45%
LNC
402
Lincoln National Corp
Pennsylvania
$3.22M -$115K -1,598 -3%
EWA
403
EP Wealth Advisors
California
$3.2M -$587K -8,141 -16%
CCA
404
Cora Capital Advisors
New Jersey
$3.16M +$3.16M +43,834 New
KIG
405
Kennedy Investment Group
New Jersey
$3.14M +$3.14M +43,500 New
SFM
406
Signet Financial Management
New Jersey
$3.08M -$241K -3,339 -7%
ASFA
407
All Season Financial Advisors
Colorado
$3.07M -$94.3K -1,308 -3%
WWM
408
Windsor Wealth Management
Indiana
$3.01M -$713K -9,699 -19%
MAP
409
Milestone Advisory Partners
North Carolina
$3.01M -$116K -1,610 -4%
HFRG
410
Houlihan Financial Resource Group
Virginia
$3.01M -$131K -1,820 -4%
SHIM
411
Stone House Investment Management
Pennsylvania
$3M +$201K +2,790 +7%
MSWMA
412
Market Street Wealth Management Advisors
Indiana
$2.95M +$562K +7,797 +23%
TFS
413
TrustCore Financial Services
Tennessee
$2.93M -$435K -6,035 -13%
NL
414
NWAM LLC
Washington
$2.93M -$638K -8,848 -18%
SRC
415
Shufro Rose & Co
New York
$2.91M -$68.5K -950 -2%
IF
416
IRON Financial
Illinois
$2.87M -$190K -2,632 -6%
WG
417
Winton Group
United Kingdom
$2.85M +$1.5M +20,837 +111%
AA
418
ACT Advisors
North Carolina
$2.84M +$433 +6 +0%
CGFA
419
Colton Groome Financial Advisors
North Carolina
$2.84M -$19K -264 -0.7%
PA
420
PFG Advisors
Arizona
$2.82M +$154K +2,130 +6%
AWM
421
Alterna Wealth Management
Texas
$2.82M +$1.41M +19,595 +100%
PAG
422
Private Advisor Group
New Jersey
$2.8M +$262K +70,895 +10%
SFP
423
Sweet Financial Partners
Minnesota
$2.8M -$355K -4,919 -11%
OFG
424
Oxford Financial Group
Indiana
$2.79M +$2.46M +34,102 +748%
WCG
425
Weaver Consulting Group
California
$2.77M +$7.21K +100 +0.3%
15 16
17
18 19