USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.61%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M

Top Buyers

1
AIM
1
Allstate Investment Management
Illinois
$309M
2
APF
2
Alaska Permanent Fund
Alaska
$235M
3
AC
3
Allstate Corporation
Illinois
$309M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.48B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$122M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$7.89M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.63B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$197M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
51
Legacy Financial Advisors
Kentucky
$46.6M 645,936 -31,989 -5%
Capstone Investment Advisors
52
Capstone Investment Advisors
New York
$46.4M 643,380 +643,380 New
Stifel Financial
53
Stifel Financial
Missouri
$46.2M 640,696 -15,380 -2%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$43.9M 608,679 +185,978 +44%
HF
55
Halpern Financial
Virginia
$42.9M 594,810 -114,322 -16%
AWM
56
AE Wealth Management
Kansas
$42.8M 593,831 -91,211 -13%
M&T Bank
57
M&T Bank
New York
$42.8M 593,646 +54,180 +10%
HI
58
Horizon Investments
North Carolina
$42.2M 585,899 +3,372 +0.6%
SAG
59
SageView Advisory Group
California
$42.2M 585,302 +585,302 New
AWMS
60
Advocacy Wealth Management Services
Georgia
$42M 582,140 +578,711 +16,877%
KeyBank National Association
61
KeyBank National Association
Ohio
$40.2M 557,584 +3,560 +0.6%
Two Sigma Investments
62
Two Sigma Investments
New York
$39.2M 543,900 -271,900 -33%
FFA
63
Fragasso Financial Advisors
Pennsylvania
$38.5M 534,114 -13,975 -3%
SWP
64
Stratos Wealth Partners
Ohio
$37.7M 522,524 +5,569 +1%
DLIC
65
Daido Life Insurance Company
Japan
$37M 513,412 – –
IDA
66
Intelligence Driven Advisers
California
$36.8M 501,411 +15,558 +3%
Truist Financial
67
Truist Financial
North Carolina
$36.6M 508,077 +34,696 +7%
CAN
68
Cetera Advisor Networks
California
$36.6M 507,620 +172,449 +51%
AWAG
69
ARS Wealth Advisors Group
Florida
$35.8M 497,156 -46,687 -9%
GWM
70
Geneos Wealth Management
Colorado
$35.7M 495,273 +13,642 +3%
OIA
71
OneDigital Investment Advisors
Kansas
$35.1M 486,977 +273,600 +128%
EWM
72
Executive Wealth Management
Michigan
$34.1M 473,287 +441,293 +1,379%
SAS
73
Sanford Advisory Services
Michigan
$34.1M 472,229 +7,161 +2%
KAS
74
Kestra Advisory Services
Texas
$33.3M 461,331 -42,215 -8%
KA
75
Klingman & Associates
New York
$33.1M 459,612 -2,686 -0.6%
1 2
3
4 5