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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 %
SC
776
Sinecera Capital
Texas
$393K +$1.26K +19 +0.3%
TC
777
TownSquare Capital
Utah
$389K +$112K +1,691 +40%
PL
778
Parthenon LLC
Kentucky
$388K – – –
SS
779
Simplicity Solutions
Minnesota
$386K +$28.6K +433 +8%
AWP
780
Ascent Wealth Partners
New York
$383K -$2.45K -37 -0.6%
HCA
781
Heck Capital Advisors
Wisconsin
$383K +$264 +4 +0.1%
WCG
782
Wall Capital Group
Arizona
$382K -$404K -6,104 -51%
PWMG
783
Prestige Wealth Management Group
New Jersey
$382K -$21.2K -320 -5%
Koshinski Asset Management
784
Koshinski Asset Management
Illinois
$379K +$42.8K +648 +13%
AP
785
Appleton Partners
Massachusetts
$377K -$4.5K -68 -1%
NWM
786
Northcape Wealth Management
New York
$376K -$8.27K -125 -2%
FCIM
787
Fairview Capital Investment Management
California
$375K -$33K -500 -8%
EWM
788
Evermay Wealth Management
Virginia
$374K -$32.5K -492 -8%
JAG
789
Journey Advisory Group
Kentucky
$373K +$2.25K +34 +0.6%
SFG
790
Sage Financial Group
Pennsylvania
$371K – – –
DT
791
Diversified Trust
Tennessee
$369K – – –
SWA
792
SFMG Wealth Advisors
Texas
$368K – – –
WQ
793
Wealth Quarterback
New Jersey
$367K -$18.6K -281 -5%
MWM
794
Mission Wealth Management
California
$366K -$3.64K -55 -1%
MHR
795
Matthew Hamilton Rosenberg
$366K – – –
FA
796
Fermata Advisors
California
$365K -$38.1K -576 -9%
PCM
797
Parsons Capital Management
Rhode Island
$365K +$45.6K +690 +14%
PWW
798
Pettyjohn Wood & White
Virginia
$363K – – –
DIA
799
Dana Investment Advisors
Wisconsin
$362K -$97.6K -1,478 -21%
FFA
800
Founders Financial Alliance
North Carolina
$362K +$7.2K +109 +2%
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32
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