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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
18.6%
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 %
MA
1101
MCF Advisors
Kentucky
$21.3K 296 +1 +0.3%
MFT
1102
Moisand Fitzgerald Tamayo
Florida
$20.8K 289 – –
CA
1103
Crewe Advisors
Utah
$19.9K 277 -117 -30%
ME
1104
McIlrath & Eck
Washington
$19.8K 274 – –
FCA
1105
Fortis Capital Advisors
Kansas
$19K 264 +264 New
EW
1106
Element Wealth
Mississippi
$18.3K 254 +146 +135%
PFG
1107
Piershale Financial Group
Illinois
$18K 250 +250 New
BWL
1108
Bogart Wealth LLC
Virginia
$18K 249 – –
NSB
1109
Norway Savings Bank
Maine
$17.4K 242 +242 New
IHWM
1110
Iron Horse Wealth Management
Iowa
$16K 216 +216 New
Jones Financial Companies
1111
Jones Financial Companies
Missouri
$15K 214 – –
MWC
1112
MBM Wealth Consultants
Missouri
$15K 206 +206 New
TCWA
1113
Ten Capital Wealth Advisors
Washington
$13.7K 190 +81 +74%
AIP
1114
Ameritas Investment Partners
Nebraska
$12.6K 175 +175 New
GMA
1115
Glassy Mountain Advisors
Maryland
$11.5K 159 +159 New
LFA
1116
Legend Financial Advisors
Pennsylvania
$11.2K 156 – –
Deutsche Bank
1117
Deutsche Bank
Germany
$11.2K 155 – –
PFA
1118
Pathway Financial Advisers
Indiana
$10.5K 146 +146 New
AW
1119
Avion Wealth
Texas
$10K 161 – –
NMG
1120
New Millennium Group
Utah
$9.88K 137 +137 New
MPCL
1121
My Personal CFO LLC
Washington
$9.52K 132 +132 New
First Manhattan
1122
First Manhattan
New York
$8.87K 123 +112 +1,018%
EI
1123
Ellevest Inc
New York
$8.44K 117 – –
BBPWM
1124
Blue Bell Private Wealth Management
Pennsylvania
$8.08K 112 +61 +120%
DWA
1125
Delos Wealth Advisors
Texas
$8K 111 – –
43 44
45
46 47