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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 %
GIA
726
Guyasuta Investment Advisors
Pennsylvania
$505K +$13.6K +205 +3%
SS
727
Sunbelt Securities
Texas
$504K -$10.8K -163 -2%
CA
728
Claro Advisors
Massachusetts
$499K – – –
Goldman Sachs
729
Goldman Sachs
New York
$498K -$28.2M -426,628 -98%
BSW
730
Buckingham Strategic Wealth
Missouri
$498K +$269K +4,060 +117%
LA
731
Latitude Advisors
Florida
$488K +$89.6K +1,356 +22%
HIC
732
Hartline Investment Corp
Illinois
$488K +$488K +7,383 New
SCA
733
Southern Capital Advisors
Tennessee
$487K +$21.2K +321 +5%
WA
734
Waddell & Associates
Tennessee
$473K – – –
GWM
735
GSB Wealth Management
Connecticut
$471K -$22.7K -344 -5%
EIA
736
Eldridge Investment Advisors
New Hampshire
$470K +$46K +695 +11%
MHS
737
M Holdings Securities
Oregon
$469K -$46K -695 -9%
WC
738
Whitney & Co
New York
$469K +$230K +3,485 +96%
CSPIA
739
Cary Street Partners Investment Advisory
Virginia
$464K -$13.2K -200 -3%
RPSA
740
Richard P. Slaughter Associates
Texas
$462K -$10.2K -155 -2%
TFA
741
Tranquilli Financial Advisor
New Jersey
$461K -$346K -5,235 -43%
JWCA
742
J.W. Coons Advisors
Ohio
$460K +$1.06K +16 +0.2%
SWM
743
Selective Wealth Management
Virginia
$458K -$41.3K -625 -8%
BF
744
BOK Financial
Oklahoma
$456K -$62.5K -944 -12%
RCM
745
Raleigh Capital Management
North Carolina
$455K +$149K +2,255 +49%
WF
746
Warner Financial
Maryland
$452K – – –
OC
747
Oppenheimer & Co
New York
$451K -$46K -696 -9%
MWM
748
Meridian Wealth Management
Kentucky
$448K -$1.46M -22,091 -77%
SFPG
749
Stonebridge Financial Planning Group
Florida
$448K – – –
MPCG
750
Matrix Private Capital Group
New York
$447K -$166K -2,519 -27%
28 29
30
31 32