USMV icon

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 %
WG
551
Winton Group
United Kingdom
$1.24M -$6.79M -102,678 -85%
FCH
552
Freestone Capital Holdings
Washington
$1.23M +$128K +1,933 +12%
TP
553
Tranquility Partners
Tennessee
$1.23M -$32.1K -485 -3%
CWM
554
CCG Wealth Management
California
$1.22M -$13.2K -200 -1%
MCIA
555
Mountain Capital Investment Advisors
Colorado
$1.22M +$402K +5,964 +49%
FHA
556
First Horizon Advisors
Tennessee
$1.2M +$218K +3,303 +22%
C1AG
557
Client 1st Advisory Group
Florida
$1.19M +$131K +1,982 +12%
SEP
558
Southland Equity Partners
Missouri
$1.18M -$28.8K -436 -2%
IAN
559
Integrated Advisors Network
Texas
$1.17M -$28.7K -434 -2%
ISB
560
Iowa State Bank
Iowa
$1.17M -$62.8K -950 -5%
FDCC
561
Foster Dykema Cabot & Co
Massachusetts
$1.15M -$20.8K -314 -2%
FWP
562
Firethorn Wealth Partners
Georgia
$1.12M +$43.8K +662 +4%
RI
563
Ridgewood Investments
New Jersey
$1.12M -$5.75K -87 -0.5%
AWM
564
Atticus Wealth Management
Florida
$1.12M – – –
CFAM
565
Center For Asset Management
Florida
$1.1M +$24.5K +370 +2%
IUHSA
566
Itau Unibanco Holding S.A.
Brazil
$1.1M +$1.1M +16,670 New
BCA
567
Bay Colony Advisors
Massachusetts
$1.1M -$7.93K -120 -0.7%
CWM
568
Centric Wealth Management
Illinois
$1.09M -$7.34K -111 -0.7%
AWM
569
Aspire Wealth Management
Massachusetts
$1.09M -$38.3K -579 -3%
SPAS
570
Spectrum Planning & Advisory Services
California
$1.09M +$560K +8,473 +106%
CPFP
571
Clear Perspectives Financial Planning
Ohio
$1.08M +$1.03M +15,636 +2,269%
WA
572
WBH Advisory
Maryland
$1.07M +$80.2K +1,213 +8%
FBFS
573
First Business Financial Services
Wisconsin
$1.06M – – –
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$1.04M -$37.3K -564 -3%
WAS
575
Wealth Advisory Solutions
Indiana
$1.04M +$1.04M +15,728 New
21 22
23
24 25