USMV icon

iShares MSCI USA Min Vol Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
1026
Carmichael Hill & Associates
Maryland
$11K
LFA
1027
Legend Financial Advisors
Pennsylvania
$10.3K +$10.3K +156 New
Deutsche Bank
1028
Deutsche Bank
Germany
$10K
TWA
1029
TCI Wealth Advisors
Arizona
$9K -$40.9K -600 -82%
SCA
1030
Stonebridge Capital Advisors
Minnesota
$9K -$31.2K -496 -78%
SIC
1031
Salem Investment Counselors
North Carolina
$8K -$6.72K -105 -46%
EI
1032
Ellevest Inc
New York
$8K
NSIM
1033
North Star Investment Management
Illinois
$8K +$8K +124 New
TCWA
1034
Ten Capital Wealth Advisors
Washington
$7K
EW
1035
Element Wealth
Mississippi
$7K
GG
1036
Gleason Group
Kentucky
$7K
DWA
1037
Delos Wealth Advisors
Texas
$7K
M1FG
1038
Mach-1 Financial Group
Arkansas
$6K -$5.48K -94 -48%
CCA
1039
Column Capital Advisors
Indiana
$5K
AWM
1040
AllSquare Wealth Management
New York
$5K
EWM
1041
EPG Wealth Management
Georgia
$5K +$5K +80 New
FGAM
1042
Financial Gravity Asset Management
Texas
$4.99K -$302 -16 -6%
TAM
1043
Tucker Asset Management
Colorado
$3.92K -$3.13K -44 -44%
FHC
1044
First Heartland Consultants
Missouri
$3.75K +$11 +174 +0.3%
Bank of Montreal
1045
Bank of Montreal
Ontario, Canada
$3.48K +$2.68K +37,943 +334%
BBPWM
1046
Blue Bell Private Wealth Management
Pennsylvania
$3K
MFAM
1047
M Financial Asset Management
Oregon
$3K
IRC
1048
Investors Research Corp
Georgia
$3K
JHCP
1049
Jackson Hole Capital Partners
Oklahoma
$3K
OA
1050
Operose Advisors
Wisconsin
$3K