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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 %
CWM
426
Cedar Wealth Management
California
$2.33M -$35.6K -538 -2%
W
427
Wealthsimple
Ontario, Canada
$2.27M -$727 -11 -0%
KWS
428
Keystone Wealth Services
California
$2.23M +$403K +6,096 +22%
LWMG
429
Levy Wealth Management Group
Pennsylvania
$2.23M -$39.5K -597 -2%
BWP
430
Bernardo Wealth Planning
Pennsylvania
$2.21M -$102K -1,501 -4%
I
431
INVST
Indiana
$2.2M +$69.4K +1,047 +3%
MSWMA
432
Market Street Wealth Management Advisors
Indiana
$2.19M -$119K -1,799 -5%
SWM
433
Sugarloaf Wealth Management
Georgia
$2.19M +$56.1K +848 +3%
AWM
434
Aries Wealth Management
Maine
$2.17M +$230K +3,225 +12%
APA
435
Astoria Portfolio Advisors
New York
$2.17M +$429K +6,496 +25%
MSA
436
Marino Stram & Associates
Massachusetts
$2.15M -$49.2K -745 -2%
FTUS
437
Flow Traders U.S.
New York
$2.15M +$2.15M +32,493 New
IC
438
Inscription Capital
Texas
$2.14M – – –
HPC
439
Hobart Private Capital
North Carolina
$2.13M -$232K -3,508 -10%
BMM
440
Berkshire Money Management
Massachusetts
$2.12M -$1.79M -27,084 -46%
TWM
441
Tradition Wealth Management
Minnesota
$2.1M +$621K +9,397 +42%
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$2.09M +$70.9K +1,102 +4%
D
443
Diversified
Delaware
$2.08M +$484K +7,318 +30%
WFAG
444
Wescott Financial Advisory Group
Pennsylvania
$2.07M +$118K +1,779 +6%
CF
445
Centaurus Financial
California
$2.07M -$421K -6,364 -17%
FF
446
Friedenthal Financial
New Jersey
$2.06M -$19.4K -294 -0.9%
PJSIMP
447
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.06M +$253K +3,723 +14%
KWM
448
Kingsview Wealth Management
Oregon
$2.05M -$254K -3,840 -11%
WWM
449
WT Wealth Management
Arizona
$2.03M +$13.4K +202 +0.7%
BFG
450
Berger Financial Group
Minnesota
$2.02M +$9.38K +142 +0.5%
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