USMV icon

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 %
TWP
901
Tempus Wealth Planning
California
$219K +$219K +3,306 New
MAG
902
Mayfair Advisory Group
Alabama
$217K – – –
APW
903
Acima Private Wealth
Virginia
$216K – – –
BDFN
904
Bond & Devick Financial Network
Minnesota
$216K -$9.18K -139 -4%
FC
905
Fusion Capital
South Carolina
$216K +$795 +12 +0.4%
DAM
906
Derbend Asset Management
Georgia
$212K -$2.05K -31 -1%
JWBC
907
J.W. Burns & Co
New York
$212K – – –
FWM
908
Focused Wealth Management
New York
$212K +$726 +11 +0.3%
PWA
909
PCG Wealth Advisors
Kansas
$211K +$211K +3,174 New
CPSC
910
Carl P. Sherr & Co
Massachusetts
$209K -$66K -1,000 -24%
FC
911
FCA Corp
Texas
$209K +$397 +6 +0.2%
MSFS
912
Main Street Financial Solutions
Pennsylvania
$208K – – –
TA
913
TKG Advisors
Indiana
$208K +$208K +3,149 New
CWM
914
Castle Wealth Management
Florida
$207K – – –
RFA
915
Resurgent Financial Advisors
Georgia
$207K +$8.52K +129 +4%
WH
916
Willner & Heller
California
$206K +$1.06K +16 +0.5%
TI
917
Truepoint Inc
Ohio
$205K – – –
CCB
918
Cutter & Co Brokerage
Missouri
$205K +$205K +3,101 New
FF
919
Fluent Financial
Texas
$204K -$9.2K -139 -4%
PWA
920
Peterson Wealth Advisors
Utah
$203K – – –
BG
921
Benedetti & Gucer
Georgia
$201K – – –
SCFS
922
S.C. Financial Services
Arizona
$201K +$11.4K +173 +6%
GFPC
923
Global Financial Private Client
Florida
$197K +$21K +310 +12%
BFPW
924
BOK Financial Private Wealth
Colorado
$192K -$139K -2,096 -42%
TCOV
925
Trust Company of Vermont
Vermont
$188K – – –
35 36
37
38 39