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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 %
DY
826
Dowling & Yahnke
California
$326K -$728 -11 -0.2%
BAAM
827
Baker Avenue Asset Management
California
$326K +$326K +4,933 New
CCG
828
Cypress Capital Group
Florida
$322K -$1.98K -30 -0.6%
WB
829
Webster Bank
Connecticut
$321K -$6.28K -95 -2%
3LCM
830
3D/L Capital Management
Connecticut
$320K +$11K +167 +4%
VVP
831
Venture Visionary Partners
Ohio
$319K – – –
MAM
832
MMA Asset Management
Pennsylvania
$318K – – –
VFA
833
Valeo Financial Advisors
Indiana
$316K -$17.4K -263 -5%
FNBT
834
FineMark National Bank & Trust
Florida
$314K +$37.7K +570 +14%
BCMO
835
Buckingham Capital Management (Ohio)
Ohio
$309K -$32.3K -489 -9%
NRI
836
NFP Retirement Inc
California
$308K -$84K -1,270 -21%
RIM
837
Regent Investment Management
Kentucky
$307K -$7.92K -120 -3%
WANY
838
Wealthspire Advisors (New York)
New York
$303K +$303K +4,591 New
OFG
839
Oxford Financial Group
Indiana
$301K – – –
MCA
840
MSH Capital Advisors
Arizona
$299K +$23.3K +353 +8%
NCM
841
Novare Capital Management
North Carolina
$298K -$32.1K -485 -10%
IGWM
842
ICA Group Wealth Management
Colorado
$298K +$12.7K +192 +4%
MHB
843
Midwest Heritage Bank
Iowa
$291K -$17.3K -262 -6%
DWMG
844
DB Wealth Management Group
California
$291K – – –
MMM
845
Mendel Money Management
Illinois
$289K -$198 -3 -0.1%
SLWA
846
San Luis Wealth Advisors
California
$285K -$46.7K -706 -14%
G
847
GenTrust
Florida
$283K – – –
JBA
848
Johnson Bixby & Associates
Washington
$281K -$5.89K -89 -2%
SPI
849
Sutton Place Investors
New York
$278K +$51K +771 +22%
ACA
850
Anchor Capital Advisors
Massachusetts
$271K -$16.5K -250 -6%
32 33
34
35 36