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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 %
CPIA
651
Cornell Pochily Investment Advisors
New York
$734K +$42.2K +639 +6%
JIP
652
Jaffetilchin Investment Partners
Florida
$729K +$2.65K +40 +0.4%
OBWP
653
O'Brien Wealth Partners
Massachusetts
$728K – – –
CWM
654
Concentrum Wealth Management
California
$718K – – –
VWM
655
Venturi Wealth Management
Texas
$717K +$195K +2,943 +37%
SPWM
656
Schrum Private Wealth Management
Florida
$716K +$1.06K +16 +0.1%
MWM
657
MBE Wealth Management
Wisconsin
$711K -$140K -2,112 -16%
AWA
658
Arete Wealth Advisors
Illinois
$707K +$247K +3,732 +54%
CRWM
659
Castle Rock Wealth Management
California
$706K -$6.42K -97 -0.9%
KP
660
Keel Point
Alabama
$706K – – –
BWM
661
Baystate Wealth Management
Massachusetts
$706K +$150K +2,266 +27%
MA
662
MUFG Americas
New York
$704K -$91.8K -1,390 -12%
4WM
663
4J Wealth Management
Virginia
$699K -$12.2K -184 -2%
VCM
664
Virtue Capital Management
Tennessee
$698K +$698K +10,560 New
PWM
665
Provident Wealth Management
Tennessee
$696K -$43.2K -654 -6%
PWG
666
Private Wealth Group
Florida
$695K -$165K -2,492 -19%
NCM
667
NCM Capital Management
New Jersey
$692K +$90.6K +1,371 +15%
PMG
668
ProVise Management Group
Florida
$688K +$195K +2,945 +39%
LC
669
LCNB Corp
Ohio
$687K -$33K -500 -5%
FH
670
FWG Holdings
Florida
$684K +$135K +2,037 +25%
HWMA
671
Heritage Wealth Management (Arizona)
Arizona
$676K -$1.65K -25 -0.2%
RCM
672
Requisite Capital Management
Texas
$676K – – –
MIH
673
Meitav Investment House
Israel
$670K – – –
HH
674
Hilltop Holdings
Texas
$658K -$58.4K -883 -8%
ECML
675
Eagle Capital Management (Louisiana)
Louisiana
$657K +$6.55K +99 +1%
25 26
27
28 29