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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 %
APWM
476
Atlas Private Wealth Management
New York
$1.78M +$15.8K +239 +0.9%
JFG
477
JMG Financial Group
Illinois
$1.76M – – –
CG
478
CFO4Life Group
Texas
$1.73M -$99.7K -1,508 -5%
SA
479
Scarborough Advisors
Maryland
$1.73M +$15.6K +236 +0.9%
SF
480
Synovus Financial
Georgia
$1.72M -$40.9K -618 -2%
APWA
481
Atlas Private Wealth Advisors
New Jersey
$1.71M -$130K -1,961 -7%
VWA
482
VERITY Wealth Advisors
United States
$1.7M -$4.69K -71 -0.3%
AWM
483
Avior Wealth Management
Nebraska
$1.7M +$1.61M +24,290 +1,638%
TWM
484
Triton Wealth Management
Arizona
$1.7M -$14.1K -205 -0.8%
SAMC
485
Spectrum Asset Management (California)
California
$1.67M -$266K -4,020 -14%
HWM
486
HB Wealth Management
Georgia
$1.66M -$51.6K -781 -3%
PD
487
Planning Directions
Pennsylvania
$1.66M -$67.8K -1,026 -4%
SL
488
SWMG LLC
Texas
$1.64M +$1.64M +24,822 New
EL
489
EQ LLC
Washington
$1.63M +$265K +4,004 +19%
FFWA
490
FRG Family Wealth Advisors
Washington
$1.62M – – –
BWIA
491
Bryant Woods Investment Advisors
New York
$1.61M -$104K -1,569 -6%
MWM
492
Mattern Wealth Management
Kansas
$1.61M – – –
MYIA
493
Mount Yale Investment Advisors
Colorado
$1.61M +$323K +4,890 +25%
RB
494
Renasant Bank
Mississippi
$1.61M +$49K +742 +3%
FPCP
495
Fort Point Capital Partners
California
$1.6M +$9.25K +140 +0.6%
SI
496
Stephens Inc
Arkansas
$1.6M -$1.53M -23,218 -49%
WF
497
Williams Financial
Vermont
$1.58M +$1.58M +23,899 New
MCA
498
Magnolia Capital Advisors
Mississippi
$1.57M -$78.2K -1,183 -5%
TFS
499
Thoroughbred Financial Services
Tennessee
$1.57M -$29.5K -447 -2%
SL
500
Sentinus LLC
Illinois
$1.56M +$1.56M +18,471 New
18 19
20
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