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

Top Sellers

1
AC
Allstate Corporation
Illinois
$94.5M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$498K
5
HI
Horizon Investments
North Carolina
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
976
Valley National Advisers
Pennsylvania
$51K +$68 +1 +0.1%
SC
977
SouthState Corp
Florida
$49K – – –
HCP
978
Hexagon Capital Partners
Arkansas
$48K – – –
PFBT
979
Parkside Financial Bank & Trust
Missouri
$46K -$76K -1,147 -62%
CFO
980
CVA Family Office
Colorado
$46K – – –
KFI
981
Key Financial Inc
Pennsylvania
$45K – – –
KTC
982
Kistler-Tiffany Companies
Pennsylvania
$45K +$197 +3 +0.4%
CNBTD
983
Citizens National Bank Trust Department
Mississippi
$44K – – –
IWP
984
IAG Wealth Partners
Wisconsin
$40K -$35.6K -540 -47%
EWM
985
Endurance Wealth Management
Rhode Island
$40K – – –
AWM
986
Abound Wealth Management
Tennessee
$36.9K +$36.9K +558 New
ODG
987
O'Dell Group
Ohio
$35K – – –
GI
988
Gradient Investments
Minnesota
$34K -$19.2K -292 -36%
JWA
989
JFS Wealth Advisors
Pennsylvania
$33K – – –
LTI
990
Laffer Tengler Investments
Tennessee
$32.8K +$32.8K +496 New
EWM
991
Executive Wealth Management
Michigan
$32K -$343K -342,559 -91%
BNP Paribas Financial Markets
992
BNP Paribas Financial Markets
France
$30.7K +$30.7K +464 New
LF
993
Lee Financial
Texas
$29K +$933 +14 +3%
FP
994
Financial Perspectives
Minnesota
$28.7K -$7.73K -117 -21%
CMA
995
Cedar Mountain Advisors
Oregon
$28K – – –
CL
996
COWA LLC
Oklahoma
$28K +$28K +423 New
CIR
997
Clear Investment Research
Georgia
$26K -$265 -4 -1%
FPFS
998
First Personal Financial Services
North Carolina
$26K – – –
EBA
999
Eagle Bay Advisors
New York
$26K – – –
CA
1000
Crewe Advisors
Utah
$26K +$11.3K +171 +77%
38 39
40
41 42