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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 %
EWA
876
EverSource Wealth Advisors
Alabama
$244K +$90.9K +1,379 +59%
HKIMG
877
Hutchens & Kramer Investment Management Group
Indiana
$243K +$14.1K +208 +6%
STB
878
S&T Bank
Pennsylvania
$242K -$31K -470 -11%
AB
879
Atlas Brown
Kentucky
$241K -$128K -1,939 -35%
Marshall Wace
880
Marshall Wace
United Kingdom
$238K +$238K +3,600 New
LRWA
881
Long Run Wealth Advisors
New York
$237K -$54.4K -821 -19%
VC
882
Vicus Capital
Pennsylvania
$237K -$24.8K -375 -9%
AWMS
883
Advocacy Wealth Management Services
Georgia
$236K – – –
HFS
884
Howard Financial Services
Texas
$234K – – –
WA
885
Wambolt & Associates
Colorado
$234K +$19.9K +301 +9%
PSF
886
Pacific Sun Financial
California
$233K -$1.98K -30 -0.8%
HCM
887
Hengehold Capital Management
Ohio
$232K -$1.72K -26 -0.7%
AFM
888
Andesa Financial Management
Pennsylvania
$232K -$597 -9 -0.3%
PA
889
Pinnacle Associates
New York
$229K -$49.4K -747 -18%
ESB
890
Essex Savings Bank
Connecticut
$227K – – –
SWMP
891
Signature Wealth Management Partners
New Jersey
$225K -$18.8K -285 -8%
AWM
892
Aevitas Wealth Management
Massachusetts
$225K +$2.18K +33 +1%
HWM
893
Hohimer Wealth Management
Washington
$224K +$15.8K +239 +8%
BL
894
Balentine LLC
Georgia
$224K +$67.6K +1,022 +43%
HIM
895
Hanlon Investment Management
New Jersey
$224K +$224K +3,394 New
GSWM
896
Greenup Street Wealth Management
Michigan
$223K -$32.2K -488 -13%
WWM
897
WJ Wealth Management
Arizona
$223K -$16.4K -250 -7%
MAM
898
Madison Asset Management
Wisconsin
$223K +$223K +3,375 New
RFN
899
RDA Financial Network
Iowa
$221K -$13.4K -203 -6%
CB
900
Cadence Bank
Mississippi
$221K +$221K +3,350 New
34 35
36
37 38