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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,153 hedge funds and large institutions have $23.5B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 402 increasing their positions, 454 reducing their positions, and 55 closing their positions.

Holders
1,153
Holders Change
+94
Holders Change %
+8.88%
% of All Funds
18.61%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.34%
New
167
Increased
402
Reduced
454
Closed
55
Calls
$2.29M
Puts
$3.4M
Net Calls
-$1.12M
Net Calls Change
-$3.13M

Top Buyers

1
AIM
1
Allstate Investment Management
Illinois
$309M
2
APF
2
Alaska Permanent Fund
Alaska
$235M
3
AC
3
Allstate Corporation
Illinois
$309M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.48B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$122M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$7.89M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.63B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$197M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
76
Crestwood Advisors Group
Massachusetts
$32.4M 449,142 +14,474 +3%
PA
77
Parallel Advisors
California
$32.1M 445,247 +25,946 +6%
AllianceBernstein
78
AllianceBernstein
Tennessee
$31.3M 433,818 -10,455 -2%
AWS
79
Atria Wealth Solutions
New York
$30.4M 422,325 -27,806 -6%
GC
80
GFG Capital
Florida
$30M 214,731 +7,688 +4%
HighTower Advisors
81
HighTower Advisors
Illinois
$29.7M 412,648 -120,167 -23%
GT
82
Glenmede Trust
Pennsylvania
$28.3M 392,922 -20,055 -5%
Citigroup
83
Citigroup
New York
$27.9M 386,543 +61,965 +19%
BPA
84
Beacon Pointe Advisors
California
$27.6M 382,646 +13,067 +4%
SIA
85
Sovereign Investment Advisors
Arizona
$27.5M 381,709 +3,169 +0.8%
EH
86
Equitable Holdings
New York
$26.5M 367,377 +83,566 +29%
LS
87
Leelyn Smith
Illinois
$25.6M 354,988 +33,106 +10%
FHB
88
First Hawaiian Bank
Hawaii
$25.2M 349,488 – –
NA
89
Nottingham Advisors
New York
$25.1M 348,552 -5,129 -1%
CCP
90
Cassia Capital Partners
North Carolina
$25.1M 347,707 +30,339 +10%
AAS
91
Avantax Advisory Services
Texas
$24.8M 344,524 -10,140 -3%
IWS
92
Insight Wealth Strategies
California
$24.7M 342,574 -32,025 -9%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$24.5M 339,318 +199,231 +142%
LWA
94
Lineweaver Wealth Advisors
Ohio
$23.9M 331,625 +1,206 +0.4%
RIM
95
Rakuten Investment Management
Japan
$23.4M 322,103 +28,000 +10%
GWP
96
Gateway Wealth Partners
Wisconsin
$22.8M 316,291 +316,291 New
CFG
97
Citizens Financial Group
Rhode Island
$22.6M 313,555 -4,319 -1%
MCM
98
MV Capital Management
Maryland
$22.3M 309,152 -7,715 -2%
MFG
99
Magnus Financial Group
New York
$22.2M 308,316 -27,240 -8%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$22.2M 308,141 -17,392 -5%
2 3
4
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