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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 %
PP
701
PDS Planning
Ohio
$584K – – –
TAM
702
Townsend Asset Management
North Carolina
$583K – – –
HSA
703
HBK Sorce Advisory
Pennsylvania
$580K +$98.8K +1,494 +21%
EGA
704
E&G Advisors
Texas
$579K – – –
RJTCONH
705
Raymond James Trust Company of New Hampshire
New Hampshire
$573K -$12.5K -189 -2%
APW
706
Aurora Private Wealth
New Jersey
$571K – – –
SIM
707
Seaview Investment Managers
Florida
$571K +$8.41K +127 +1%
KIA
708
KCM Investment Advisors
California
$566K -$3.31K -50 -0.6%
TA
709
TrueWealth Advisors
Alabama
$556K +$33.4K +506 +6%
MCWS
710
McKinley Carter Wealth Services
West Virginia
$551K -$95.6K -1,445 -15%
CAM
711
Cidel Asset Management
Ontario, Canada
$549K -$21.5K -325 -4%
DWT
712
Dorsey & Whitney Trust
South Dakota
$548K – – –
SP
713
Successful Portfolios
Florida
$540K -$113K -1,704 -17%
DP
714
Denver PWM
Colorado
$531K – – –
AIA
715
AIMZ Investment Advisors
California
$530K – – –
H6H
716
Hightower 6M Holding
Kansas
$529K +$1.65K +25 +0.3%
SW
717
Solidarity Wealth
Utah
$528K -$211K -3,186 -29%
TIA
718
Traphagen Investment Advisors
New Jersey
$527K -$66 -1 -0%
EPP
719
ETF Portfolio Partners
Kansas
$523K -$8.27M -124,950 -94%
GA
720
Gateway Advisory
New Jersey
$523K -$427K -6,461 -45%
MGIA
721
Moneta Group Investment Advisors
Missouri
$517K -$11.2K -169 -2%
Neuberger Berman Group
722
Neuberger Berman Group
New York
$516K -$43.5K -658 -8%
EFG
723
Everhart Financial Group
Ohio
$512K +$68.8K +1,041 +16%
VFIC
724
Valley Forge Investment Consultants
Pennsylvania
$511K +$2.51K +38 +0.5%
YIH
725
Y-Intercept (HK)
Hong Kong
$511K +$511K +7,726 New
27 28
29
30 31