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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 %
CTI
801
Community Trust & Investment
Kentucky
$359K – – –
PFA
802
Professional Financial Advisors
Nebraska
$359K +$1.59K +24 +0.4%
WWM
803
Wagner Wealth Management
South Carolina
$357K – – –
SW
804
SlateStone Wealth
Florida
$357K +$330 +5 +0.1%
APIM
805
Agate Pass Investment Management
Washington
$354K +$23.5K +355 +7%
State Street
806
State Street
Massachusetts
$348K -$54.2K -821 -13%
PPP
807
Private Portfolio Partners
New Jersey
$347K -$500K -7,570 -59%
SAM
808
Strategic Asset Management
Minnesota
$346K +$58.4K +885 +20%
GSIS
809
Global Strategic Investment Solutions
Arizona
$343K – – –
AA
810
Aire Advisors
California
$341K +$858 +13 +0.3%
IWN
811
Independent Wealth Network
Iowa
$341K +$104K +1,576 +44%
TPWA
812
TRUE Private Wealth Advisors
Oregon
$337K +$47.6K +722 +16%
LWAC
813
Laurel Wealth Advisors (California)
California
$335K +$71.5K +1,081 +27%
OWA
814
Outlook Wealth Advisors
Texas
$334K +$18.1K +274 +6%
BJL
815
Brighton Jones LLC
Washington
$333K -$11.8K -179 -3%
FF
816
FourThought Financial
Florida
$333K -$1.59K -24 -0.5%
PGFC
817
Peapack-Gladstone Financial Corp
New Jersey
$333K – – –
Bessemer Group
818
Bessemer Group
New Jersey
$332K -$27.7K -420 -8%
GBT
819
Grove Bank & Trust
Florida
$331K -$11.1K -168 -3%
SCM
820
Shelton Capital Management
Colorado
$331K – – –
RCG
821
Resource Consulting Group
Florida
$331K – – –
BFA
822
Beaumont Financial Advisors
Massachusetts
$330K -$131K -1,984 -28%
PCIA
823
Prime Capital Investment Advisors
Kansas
$330K +$11.3K +171 +4%
OPA
824
Old Port Advisors
Maine
$329K -$74.2K -1,077 -18%
ACP
825
Aveo Capital Partners
Colorado
$328K +$662 +10 +0.2%
31 32
33
34 35