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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.

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
1
Bank of America
North Carolina
$2.69B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.65B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$325M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.26B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$255M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$94.5M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$498K
5
HI
5
Horizon Investments
North Carolina
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
76
Sovereign Investment Advisors
Arizona
$25M 378,540 – –
BPA
77
Beacon Pointe Advisors
California
$24.4M 369,579 -10,228 -3%
NA
78
NewEdge Advisors
Louisiana
$24M 362,693 +59,589 +20%
NA
79
Nottingham Advisors
New York
$23.5M 353,681 -7,346 -2%
AAS
80
Avantax Advisory Services
Texas
$23.4M 354,664 -26,506 -7%
UCFA
81
United Capital Financial Advisors
Texas
$23.4M 353,946 -38,231 -10%
CI
82
CX Institutional
Indiana
$23.1M 349,635 -280,475 -45%
FHB
83
First Hawaiian Bank
Hawaii
$23.1M 349,488 – –
MFG
84
Magnus Financial Group
New York
$22.2M 335,556 +9,356 +3%
CAN
85
Cetera Advisor Networks
California
$22.2M 335,171 +9,984 +3%
LWA
86
Lineweaver Wealth Advisors
Ohio
$21.9M 330,419 +8,475 +3%
RCAG
87
Rehmann Capital Advisory Group
Michigan
$21.5M 325,533 +934 +0.3%
Citigroup
88
Citigroup
New York
$21.5M 324,578 +10,962 +3%
LS
89
Leelyn Smith
Illinois
$21.3M 321,882 -37,280 -10%
CFG
90
Citizens Financial Group
Rhode Island
$21.1M 317,874 +3,036 +1%
CCP
91
Cassia Capital Partners
North Carolina
$21M 317,368 +39,710 +14%
TC
92
Trilogy Capital
California
$21M 316,981 +3,757 +1%
MCM
93
MV Capital Management
Maryland
$20.9M 316,867 -119 -0%
TWA
94
Tillar-Wenstrup Advisors
Ohio
$20.6M 311,979 -33 -0%
CWM
95
Cornerstone Wealth Management
Missouri
$20.4M 308,471 +53 +0%
AP
96
Agilis Partners
Massachusetts
$20.1M 304,638 – –
SWP
97
Summit Wealth Partners
Florida
$20.1M 303,669 -7,217 -2%
GKWIM
98
Gerber Kawasaki Wealth & Investment Management
California
$19.9M 301,624 +8,961 +3%
SYBT
99
Stock Yards Bank & Trust
Kentucky
$19.8M 299,394 -2,056 -0.7%
RIM
100
Rakuten Investment Management
Japan
$19.7M 294,103 +131,700 +81%
2 3
4
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