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.

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
1
Bank of America
North Carolina
$2.69B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.65B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$325M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.26B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$255M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$94.5M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$498K
5
HI
5
Horizon Investments
North Carolina
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$43.4M 656,076 +103,728 +19%
WAOI
52
Wealth Advisors of Iowa
Iowa
$39.4M 595,990 -52,350 -8%
HI
53
Horizon Investments
North Carolina
$38.5M 582,527 -341,428 -37%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$36.9M 558,000 -118,700 -18%
KeyBank National Association
55
KeyBank National Association
Ohio
$36.6M 554,024 -25,777 -4%
FFA
56
Fragasso Financial Advisors
Pennsylvania
$36.2M 548,089 -26,213 -5%
AWAG
57
ARS Wealth Advisors Group
Florida
$35.9M 543,843 +39,818 +8%
M&T Bank
58
M&T Bank
New York
$35.7M 539,466 -41,720 -7%
HighTower Advisors
59
HighTower Advisors
Illinois
$35.2M 532,815 +33,871 +7%
OPS
60
Orion Portfolio Solutions
Nebraska
$34.9M 527,792 +501,168 +1,882%
SWP
61
Stratos Wealth Partners
Ohio
$34.2M 516,955 +12,873 +3%
DLIC
62
Daido Life Insurance Company
Japan
$33.9M 513,412 – –
KAS
63
Kestra Advisory Services
Texas
$33.3M 503,546 -20,353 -4%
IDA
64
Intelligence Driven Advisers
California
$33M 485,853 -9,824 -2%
GWM
65
Geneos Wealth Management
Colorado
$31.8M 481,631 +62,867 +15%
Truist Financial
66
Truist Financial
North Carolina
$31.3M 473,381 +438 +0.1%
SAS
67
Sanford Advisory Services
Michigan
$30.7M 465,068 -46,921 -9%
KA
68
Klingman & Associates
New York
$30.6M 462,298 -14,534 -3%
AWS
69
Atria Wealth Solutions
New York
$29.8M 450,131 +74,571 +20%
AllianceBernstein
70
AllianceBernstein
Tennessee
$29.4M 444,273 -8,209 -2%
CAG
71
Crestwood Advisors Group
Massachusetts
$28.7M 434,668 +4,947 +1%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$27.9M 422,701 +124,031 +42%
PA
73
Parallel Advisors
California
$27.7M 419,301 +258,696 +161%
GT
74
Glenmede Trust
Pennsylvania
$27.3M 412,977 -11,700 -3%
IWS
75
Insight Wealth Strategies
California
$26.3M 374,599 – –
1 2
3
4 5