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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 %
PFG
426
PAX Financial Group
Texas
$2.75M -$146K -2,022 -5%
BFA
427
Beacon Financial Advisory
Ohio
$2.74M -$530K -7,352 -16%
CFG
428
Carr Financial Group
Massachusetts
$2.73M +$2.73M +37,884 New
RPGK
429
Retirement Planning Group (Kansas)
Kansas
$2.71M -$804K -11,154 -23%
CBFP
430
Cedar Brook Financial Partners
Ohio
$2.68M -$88.8K -1,231 -3%
Two Sigma Advisers
431
Two Sigma Advisers
New York
$2.66M -$37.6M -521,100 -93%
GRP
432
Global Retirement Partners
California
$2.63M +$120K +1,667 +5%
MW
433
Marcum Wealth
Ohio
$2.62M -$93.3K -1,294 -3%
BA
434
Ballew Advisors
Mississippi
$2.59M -$4.86K -66 -0.2%
LPAM
435
Lodestar Private Asset Management
California
$2.56M +$2.56M +35,565 New
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$2.56M +$387K +5,369 +18%
CWM
437
Centurion Wealth Management
Virginia
$2.56M +$2.56M +35,457 New
ACP
438
Arcus Capital Partners
Georgia
$2.56M +$3.1K +43 +0.1%
Betterment LLC
439
Betterment LLC
New York
$2.55M +$1.01M +14,036 +66%
1WA
440
180 Wealth Advisors
Washington
$2.55M -$45.4K -622 -2%
PFS
441
Prospera Financial Services
Texas
$2.51M -$4.12M -57,181 -62%
CI
442
Cavalier Investments
Georgia
$2.5M -$1.21M -16,800 -33%
DL
443
DOHJ LLC
Washington
$2.47M -$252K -3,502 -9%
WFAG
444
Wescott Financial Advisory Group
Pennsylvania
$2.47M +$208K +2,887 +9%
CM
445
Columbus Macro
Pennsylvania
$2.46M +$1.06M +14,748 +76%
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.45M -$73.3K -1,017 -3%
TLA
447
Tanglewood Legacy Advisors
Texas
$2.42M +$2.42M +33,545 New
MSA
448
Marino Stram & Associates
Massachusetts
$2.41M +$69.6K +965 +3%
EFG
449
Ethos Financial Group
Pennsylvania
$2.41M +$2.41M +33,397 New
LWMG
450
Levy Wealth Management Group
Pennsylvania
$2.39M -$38.1K -528 -2%
16 17
18
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