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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 %
FTS
626
Fifth Third Securities
Ohio
$810K -$80.3K -1,215 -9%
FCFC
627
First Citizens Financial Corp
Iowa
$804K +$12.8K +194 +2%
WS
628
Wedbush Securities
California
$798K -$61.2K -927 -7%
SC
629
Scotia Capital
Ontario, Canada
$790K +$144K +2,172 +22%
AWM
630
Avaii Wealth Management
Wisconsin
$789K +$29.5K +446 +4%
ACM
631
Advisors Capital Management
New Jersey
$783K +$547K +7,603 +232%
CC
632
Copperleaf Capital
North Carolina
$782K +$211K +3,189 +37%
GLLW
633
Graves Light Lenhart Wealth
Virginia
$780K -$66.1K -1,000 -8%
WMA
634
Wealth Management Associates
New Jersey
$779K – – –
KOMWMG
635
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$778K -$115K -1,735 -13%
CFA
636
Cahill Financial Advisors
Minnesota
$765K +$18.3K +277 +2%
WMA
637
West Michigan Advisors
Michigan
$760K -$42.7K -646 -5%
BWA
638
BDO Wealth Advisors
Florida
$760K +$8.2K +124 +1%
CWM
639
C2C Wealth Management
Arizona
$759K -$12.5K -180 -2%
GHA
640
GW Henssler & Associates
Georgia
$757K -$7.87K -119 -1%
CG
641
Caprock Group
Idaho
$754K -$17.3K -262 -2%
TF
642
TIAA FSB
Florida
$752K +$13.2K +199 +2%
CFD
643
Creative Financial Designs
Indiana
$752K +$67.7K +1,024 +10%
BFG
644
Bouchey Financial Group
New York
$750K – – –
FA
645
Flagstar Advisors
New York
$749K -$4.89K -74 -0.6%
OPWM
646
Oxinas Partners Wealth Management
Indiana
$744K -$34.7K -525 -4%
CA
647
Calton & Associates
Florida
$744K -$16.3K -247 -2%
GA
648
Greytown Advisors
Florida
$739K -$141K -2,134 -16%
SBL
649
Sargent Bickham Lagudis
Colorado
$738K – – –
DWP
650
Destiny Wealth Partners
Florida
$737K -$112K -1,701 -13%
24 25
26
27 28