USMV icon

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 %
USCWA
451
U.S. Capital Wealth Advisors
Texas
$2.38M +$772K +10,710 +48%
AWM
452
Aries Wealth Management
Maine
$2.37M +$176K +2,447 +8%
WA
453
Wealth Alliance
New York
$2.37M +$206K +2,861 +10%
EA
454
Ergawealth Advisors
Illinois
$2.34M +$2.34M +32,467 New
KWS
455
Keystone Wealth Services
California
$2.34M -$92.5K -1,283 -4%
HPC
456
Hobart Private Capital
North Carolina
$2.33M +$10.6K +147 +0.5%
SWM
457
Sugarloaf Wealth Management
Georgia
$2.33M -$57.3K -795 -2%
OMC
458
Old Mission Capital
Illinois
$2.33M +$2.33M +32,299 New
SIAS
459
Summit Investment Advisory Services
Minnesota
$2.32M +$2.32M +32,182 New
BWP
460
Bernardo Wealth Planning
Pennsylvania
$2.32M -$18.2K -252 -0.8%
National Bank of Canada
461
National Bank of Canada
Quebec, Canada
$2.3M -$37.5K -520 -2%
AR
462
Apeiron RIA
Texas
$2.29M +$187K +2,587 +9%
FG
463
Foster Group
Iowa
$2.29M +$248K +3,433 +12%
WP
464
WealthShield Partners
North Carolina
$2.26M +$251K +3,484 +13%
IC
465
Inscription Capital
Texas
$2.24M -$93.4K -1,295 -4%
PJSIMP
466
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.24M +$52.6K +730 +2%
FF
467
Friedenthal Financial
New Jersey
$2.23M -$19.2K -266 -0.9%
TF
468
Trek Financial
Arizona
$2.22M +$171K +2,369 +8%
HP
469
Hilltop Partners
Indiana
$2.2M +$2.2M +30,516 New
TWM
470
Tradition Wealth Management
Minnesota
$2.2M -$91.2K -1,265 -4%
BFG
471
Berger Financial Group
Minnesota
$2.19M -$18.8K -261 -0.9%
CIAS
472
Capital Investment Advisory Services
North Carolina
$2.18M +$25.9K +359 +1%
WWM
473
WT Wealth Management
Arizona
$2.18M -$41K -569 -2%
AF
474
Advisornet Financial
Minnesota
$2.17M +$138K +1,916 +7%
CAG
475
Curtis Advisory Group
California
$2.17M -$439K -6,083 -17%
17 18
19
20 21