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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 %
FCA
926
FinTrust Capital Advisors
South Carolina
$188K +$69.2K +1,018 +58%
OLVIG
927
Oliver Lagore Vanvalin Investment Group
Michigan
$188K +$77.6K +1,171 +70%
BBHC
928
Brown Brothers Harriman & Co
New York
$187K – – –
HS
929
Horan Securities
United States
$186K +$662 +10 +0.4%
LWP
930
Lumature Wealth Partners
Georgia
$172K -$21.8K -330 -11%
WWM
931
Wolff Wiese Magana
California
$164K -$14.4K -218 -8%
ST
932
Smithfield Trust
Pennsylvania
$160K +$18K +277 +13%
SFA
933
Semmax Financial Advisors
North Carolina
$158K – – –
WT
934
Washington Trust
Rhode Island
$157K – – –
NIC
935
Northwest Investment Counselors
Oregon
$139K – – –
OSAM
936
O'Shaughnessy Asset Management
Connecticut
$139K +$106K +1,606 +322%
AIM
937
Anchor Investment Management
South Carolina
$133K – – –
OAJ
938
Ogorek Anthony Joseph
New York
$131K -$3.42K -52 -3%
HBW
939
Hazlett, Burt & Watson
West Virginia
$131K +$331 +5 +0.3%
Manulife (Manufacturers Life Insurance)
940
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127K +$111K +614,497 +659%
BWP
941
Baldwin Wealth Partners
Massachusetts
$126K – – –
MAM
942
Meeder Asset Management
Ohio
$124K -$40K -605 -24%
LC
943
Lindbrook Capital
California
$124K – – –
TSW
944
Thompson Siegel & Walmsley
Virginia
$121K – – –
SC
945
Stephens Consulting
Michigan
$119K -$7.2K -109 -6%
RIA
946
Realta Investment Advisors
Delaware
$118K +$118K +1,791 New
DSC
947
Duncker Streett & Co
Missouri
$111K – – –
OC
948
Oakworth Capital
Alabama
$108K – – –
CTB
949
Country Trust Bank
Illinois
$107K +$61.2K +929 +134%
BCP
950
Blue Chip Partners
Michigan
$106K – – –
36 37
38
39 40