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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 %
BWM
501
BCGM Wealth Management
Indiana
$1.56M -$11K -158 -0.7%
PCA
502
Pallas Capital Advisors
Massachusetts
$1.55M – – –
KWM
503
Kaydan Wealth Management
Michigan
$1.55M -$7.07K -107 -0.5%
CWA
504
Clearview Wealth Advisors
Oregon
$1.54M +$339K +5,133 +28%
DE
505
Day & Ennis
Georgia
$1.53M +$16.9K +255 +1%
TFGT
506
TS Financial Group (TSFG)
Illinois
$1.53M +$650K +9,837 +74%
WEG
507
World Equity Group
Illinois
$1.52M +$735K +11,123 +93%
CFCI
508
Comprehensive Financial Consultants Institutional
Indiana
$1.5M -$102K -1,525 -6%
WI
509
Wintrust Investments
Illinois
$1.5M +$138K +2,082 +10%
Betterment LLC
510
Betterment LLC
New York
$1.5M – – –
BFEC
511
Benjamin F. Edwards & Company
Missouri
$1.48M +$82K +1,241 +6%
USCWA
512
U.S. Capital Wealth Advisors
Texas
$1.48M +$641K +9,697 +77%
EA
513
Emerald Advisors
Washington
$1.47M +$48.9K +740 +3%
SW
514
SVB Wealth
Massachusetts
$1.47M +$1.17M +17,748 +403%
BL
515
BFSG LLC
California
$1.46M -$107K -1,615 -7%
RA
516
Riversedge Advisors
Delaware
$1.44M +$256K +3,872 +22%
STA
517
Summit Trail Advisors
New York
$1.44M – – –
SFG
518
Sovereign Financial Group
Connecticut
$1.42M -$6.41K -97 -0.4%
BIA
519
Bell Investment Advisors
California
$1.4M -$71.6K -1,083 -5%
PIA
520
Perennial Investment Advisors
California
$1.39M +$189K +2,860 +16%
CAM
521
Concorde Asset Management
Michigan
$1.39M +$377K +5,707 +37%
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$1.39M +$160K +2,414 +13%
EFG
523
Erickson Financial Group
Pennsylvania
$1.39M -$4.96K -75 -0.4%
CA
524
Continuum Advisory
Idaho
$1.37M +$742K +11,228 +118%
PTC
525
Private Trust Company
Ohio
$1.37M -$379K -5,729 -22%
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