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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.

Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.61%
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
AIM
1
Allstate Investment Management
Illinois
$309M
2
APF
2
Alaska Permanent Fund
Alaska
$235M
3
AC
3
Allstate Corporation
Illinois
$309M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.48B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$122M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$7.89M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.63B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$197M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$150M 2,079,391 +301,473 +17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$147M 2,045,745 -3,554 -0.2%
US Bancorp
28
US Bancorp
Minnesota
$136M 1,889,393 +12,066 +0.6%
Allianz Asset Management
29
Allianz Asset Management
Germany
$130M 1,806,577 -39,040 -2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$122M 1,685,247 +1,396,259 +483%
Mariner
31
Mariner
Kansas
$121M 1,681,365 +178,597 +12%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$117M 1,628,582 -9,452 -0.6%
SAM
33
Securian Asset Management
Minnesota
$110M 1,518,931 -37,355 -2%
AssetMark Inc
34
AssetMark Inc
California
$107M 1,481,810 +151,994 +11%
CPO
35
Cerity Partners OCIO
New York
$104M 1,438,062 -273,100 -16%
MML Investors Services
36
MML Investors Services
Massachusetts
$98.8M 1,370,459 +85,253 +7%
CA
37
Cetera Advisors
Colorado
$96.8M 1,342,215 +11,937 +0.9%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$91.6M 1,269,871 -8,582 -0.7%
GW
39
GW & Wade
Massachusetts
$80.9M 1,121,763 +223,951 +25%
JIC
40
Johnson Investment Counsel
Ohio
$80.1M 1,110,907 -34,625 -3%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$75.9M 1,053,073 +164,259 +18%
AWS
42
AJ Wealth Strategies
New York
$75.7M 1,049,507 -228,103 -18%
FA
43
Financial Advisors
Massachusetts
$75.6M 1,048,436 +5,781 +0.6%
IWC
44
Integrated Wealth Concepts
Massachusetts
$68.9M 955,476 +23,599 +3%
SP
45
Symmetry Partners
Connecticut
$64.7M 897,930 -26,648 -3%
PAS
46
Park Avenue Securities
New York
$62.3M 863,840 +2,930 +0.3%
SPIA
47
Steward Partners Investment Advisory
New York
$51.1M 709,261 -7,925 -1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$49.9M 692,205 +418,582 +153%
AMR
49
Asset Management Resources
Massachusetts
$49.4M 182,159 +7,294 +4%
WAOI
50
Wealth Advisors of Iowa
Iowa
$47M 652,073 +56,083 +9%
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