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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 %
BCMLT
951
Beacon Capital Management LLC (Tennessee)
Tennessee
$96K -$47.7K -674 -33%
PCA
952
Providence Capital Advisors
North Carolina
$89K – – –
HIA
953
Harbor Investment Advisory
Maryland
$89K +$464 +7 +0.5%
WTA
954
Washington Trust Advisors
Massachusetts
$86K – – –
LFG
955
Larson Financial Group
Missouri
$86K +$86K +1,307 New
WPWM
956
Western Pacific Wealth Management
Illinois
$82K – – –
MAWCM
957
Mine & Arao Wealth Creation & Management
California
$80K – – –
IBOK
958
Independence Bank of Kentucky
Kentucky
$77K – – –
ACA
959
Aptus Capital Advisors
Alabama
$76K +$15.4K +233 +25%
BWM
960
BerganKDV Wealth Management
Minnesota
$75K – – –
QC
961
Quent Capital
New York
$74K +$63.2K +956 +583%
SMFG
962
Sumitomo Mitsui Financial Group
Japan
$72K -$2.96K -45 -4%
PO
963
Private Ocean
California
$71K – – –
NFSG
964
Newbridge Financial Services Group
Florida
$70K +$13.4K +202 +24%
BLC
965
Brown, Lisle/Cummings
Rhode Island
$68K – – –
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$67K -$1.86K -28 -3%
AFS
967
Annapolis Financial Services
Maryland
$66K +$66K +1,000 New
ZIG
968
Zullo Investment Group
Pennsylvania
$65K -$2.05K -31 -3%
SCA
969
Stuart Chaussee & Associates
California
$63K – – –
BCWM
970
Bartlett & Co Wealth Management
Ohio
$61.3K – – –
BC
971
Bartlett & Co
Ohio
$61K – – –
CTC
972
Central Trust Company
Missouri
$57K – – –
JFA
973
JNBA Financial Advisors
Minnesota
$56K – – –
CC
974
Corsicana & Co
Texas
$55K – – –
RG
975
Retirement Group
California
$54K -$45.5K -692 -46%
37 38
39
40 41