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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 %
ABLA
851
Alan B. Lancz & Associates
Ohio
$271K – – –
WMG
852
WESCAP Management Group
California
$271K – – –
FCI
853
Financial Counselors Inc
Kansas
$270K -$13.9K -211 -5%
FFWM
854
Future Financial Wealth Management
Ohio
$269K -$19.1K -272 -7%
CTFG
855
Capstone Triton Financial Group
Oklahoma
$269K – – –
IA
856
Insight Advisors
Pennsylvania
$268K +$397 +6 +0.1%
AIC
857
Archer Investment Corporation
Indiana
$268K -$18K -273 -6%
SFA
858
Sequoia Financial Advisors
Ohio
$266K +$22.6K +342 +9%
SQA
859
Simon Quick Advisors
New Jersey
$265K +$69.2K +1,046 +35%
ICP
860
Interchange Capital Partners
Pennsylvania
$263K +$263K +3,988 New
PP
861
Patten & Patten
Tennessee
$262K – – –
RCM
862
Rain Capital Management
Oregon
$262K – – –
LNB
863
Ledyard National Bank
$261K +$13K +197 +5%
CCA
864
Clearwater Capital Advisors
Illinois
$261K +$35.5K +536 +16%
FRA
865
Front Row Advisors
California
$256K – – –
FNT
866
First National Trust
Pennsylvania
$255K -$84.3K -1,276 -25%
WAG
867
Winthrop Advisory Group
Massachusetts
$254K -$13.5K -204 -5%
CAWM
868
Capital Advisors Wealth Management
Washington
$254K – – –
RP
869
Rowlandmiller & Partners
Georgia
$253K – – –
MSCM
870
McElhenny Sheffield Capital Management
Texas
$252K +$4.97K +75 +2%
CT
871
Colonial Trust
South Carolina
$252K +$252K +3,809 New
CWM
872
Congress Wealth Management
Massachusetts
$248K – – –
KIG
873
Kowal Investment Group
Wisconsin
$247K +$21.7K +328 +10%
GSAM
874
Grant Street Asset Management
Pennsylvania
$245K -$68.3K -1,034 -22%
KWM
875
Kolinsky Wealth Management
New Jersey
$244K -$106K -1,600 -30%
33 34
35
36 37