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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 %
Qube Research & Technologies (QRT)
451
Qube Research & Technologies (QRT)
United Kingdom
$2.02M +$2.02M +30,561 New
REMPR
452
Roof Eidam Maycock Peralta (REMP)
California
$2.02M +$97.5K +1,475 +5%
FAM
453
Forte Asset Management
New York
$2.01M +$337K +5,100 +20%
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$1.99M -$29K -439 -1%
WA
455
Wealth Alliance
New York
$1.99M +$540K +8,173 +37%
CIAS
456
Capital Investment Advisory Services
North Carolina
$1.98M -$2.02M -30,497 -51%
KFS
457
Kelly Financial Services
Massachusetts
$1.97M +$411K +6,216 +26%
Lazard Asset Management
458
Lazard Asset Management
New York
$1.95M +$1.95M +29,457 New
TRCT
459
Tower Research Capital (TRC)
New York
$1.94M +$1.89M +28,674 +4,716%
AR
460
Apeiron RIA
Texas
$1.93M +$541K +8,163 +39%
ONST
461
Old North State Trust
North Carolina
$1.9M +$1.9M +28,760 +95,867%
DBT
462
Dubuque Bank & Trust
Iowa
$1.89M +$1.89M +28,525 New
TF
463
Trek Financial
Arizona
$1.88M +$945K +14,293 +101%
FG
464
Foster Group
Iowa
$1.87M +$307K +4,645 +20%
AF
465
Advisornet Financial
Minnesota
$1.87M +$207K +3,132 +12%
PIMG
466
Patriot Investment Management Group
Tennessee
$1.86M +$52.2K +790 +3%
WP
467
WealthShield Partners
North Carolina
$1.84M +$415K +6,285 +29%
CA
468
CGN Advisors
Kansas
$1.84M +$115K +1,747 +7%
PBF
469
Petix & Botte Financial
California
$1.83M -$13.2K -200 -0.7%
TGAM
470
TBH Global Asset Management
Tennessee
$1.83M +$4.89K +74 +0.3%
SFWC
471
Strategic Family Wealth Counselors
New Jersey
$1.83M -$27.4K -415 -1%
S
472
SignatureFD
Georgia
$1.83M -$427K -6,459 -19%
KA
473
Kovack Advisors
Florida
$1.82M -$555K -8,399 -23%
EP
474
Eudaimonia Partners
Tennessee
$1.82M -$137K -2,074 -7%
9WM
475
9258 Wealth Management
Ohio
$1.78M -$161K -2,442 -8%
17 18
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