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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
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 Holding Trade Value Shares
Change 		Shares
Change %
CT
1076
Columbia Trust
Oregon
– -$1.05M -14,895 Closed
Balyasny Asset Management
1077
Balyasny Asset Management
Illinois
– -$1.02M -14,453 Closed
EPA
1078
Element Pointe Advisors
Florida
– -$889K -12,660 Closed
RL
1079
Retireful LLC
Michigan
– -$842K -11,994 Closed
Macquarie Group
1080
Macquarie Group
Australia
– -$773K -11,008 Closed
Natixis Advisors
1081
Natixis Advisors
Massachusetts
– -$749K -10,672 Closed
CF
1082
Clarity Financial
Texas
– -$609K -8,670 Closed
FPAS
1083
Focus Partners Advisor Solutions
Missouri
– -$491K -6,993 Closed
GG
1084
Golden Green
South Carolina
– -$449K -6,399 Closed
SB
1085
Sunflower Bank
Texas
– -$349K -4,969 Closed
SA
1086
Stewardship Advisors
Pennsylvania
– -$334K -4,757 Closed
AC
1087
Abbrea Capital
California
– -$332K -4,725 Closed
CCM
1088
Crabel Capital Management
California
– -$318K -4,536 Closed
NWMG
1089
National Wealth Management Group
Ohio
– -$317K -4,519 Closed
B
1090
Bridgeworth
Alabama
– -$315K -4,488 Closed
BMCM
1091
Burns Matteson Capital Management
New York
– -$283K -4,036 Closed
HFS
1092
Horizon Financial Services
North Carolina
– -$263K -3,750 Closed
GAM
1093
Gould Asset Management
California
– -$261K -3,711 Closed
QCM
1094
Quantinno Capital Management
New York
– -$250K -3,566 Closed
DC
1095
Davenport & Co
Virginia
– -$245K -3,484 Closed
LAM
1096
LifePro Asset Management
California
– -$244K -3,481 Closed
RP
1097
Riverwater Partners
Wisconsin
– -$240K -3,420 Closed
CFS
1098
Cannon Financial Strategists
Georgia
– -$234K -3,336 Closed
AAS
1099
Annex Advisory Services
Wisconsin
– -$234K -3,335 Closed
CBN
1100
Cadence Bank NA
Texas
– -$233K -3,322 Closed
42 43
44
45 46