USMV icon

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 %
GEA
1051
Glen Eagle Advisors
New Jersey
$2.59K +$2.59K +39 New
LDFR
1052
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
TWP
1053
TFO Wealth Partners
Ohio
$2K – – –
AWM
1054
Accel Wealth Management
Iowa
$2K +$2K +36 New
PWS
1055
Paragon Wealth Strategies
Florida
$1K +$1K +10 New
BHWM
1056
Beaird Harris Wealth Management
Texas
$1K +$1K +12 New
NC
1057
NewSquare Capital
Pennsylvania
$1K +$1K +15 New
LFGH
1058
Lee Financial Group Hawaii
Hawaii
$624 -$285 -4,322 -31%
WIM
1059
Westside Investment Management
California
$522 – – –
BSSFA
1060
Baron Silver Stevens Financial Advisors
Florida
$208 -$3 -4,504 -2%
Bank of Nova Scotia
1061
Bank of Nova Scotia
Ontario, Canada
– -$96.8M -1,378,985 Closed
Capstone Investment Advisors
1062
Capstone Investment Advisors
New York
– -$94.6M -1,347,200 Closed
Citadel Advisors
1063
Citadel Advisors
Florida
– -$7.4M -105,350 Closed
CA
1064
Cambridge Associates
Massachusetts
– -$6.14M -87,420 Closed
AIP
1065
Almanack Investment Partners
Pennsylvania
– -$5.26M -74,849 Closed
PPFA
1066
Provida Pension Fund Administrator
Chile
– -$4.86M -69,000 Closed
GI
1067
Glovista Investments
New Jersey
– -$4.78M -68,032 Closed
CLOS
1068
Compagnie Lombard Odier SCmA
Switzerland
– -$3.86M -55,000 Closed
CWM
1069
Cordatus Wealth Management
Pennsylvania
– -$3.73M -53,187 Closed
CIA
1070
Choate Investment Advisors
Massachusetts
– -$3.02M -43,026 Closed
Millennium Management
1071
Millennium Management
New York
– -$2.99M -42,617 Closed
HCM
1072
Howard Capital Management
Georgia
– -$2.64M -37,605 Closed
FFG
1073
Ford Financial Group
California
– -$1.88M -26,806 Closed
Squarepoint
1074
Squarepoint
New York
– -$1.07M -15,271 Closed
ACM
1075
AlphaStar Capital Management
North Carolina
– -$1.07M -15,229 Closed
41 42
43
44 45