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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EW
1126
Evoke Wealth
California
– – -848 Closed
CIA
1127
Cascade Investment Advisors
Oregon
– – -815 Closed
RIM
1128
Rockbridge Investment Management
New York
– – -800 Closed
AW
1129
ACG Wealth
Georgia
– – -754 Closed
CSB
1130
City State Bank
Iowa
– – -729 Closed
PWM
1131
Prentice Wealth Management
New York
– – -705 Closed
GC
1132
Gibson Capital
Pennsylvania
– – -570 Closed
FBT
1133
First Bank & Trust
South Dakota
– – -544 Closed
GWS
1134
Glassman Wealth Services
Virginia
– – -511 Closed
HFS
1135
Heritage Financial Services
Massachusetts
– – -181 Closed
RAM
1136
Riggs Asset Management
Pennsylvania
– – -137 Closed
QCG
1137
Quadrant Capital Group
Ohio
– – -100 Closed
SIM
1138
Studio Investment Management
Illinois
– – -87 Closed
GGI
1139
Godsey & Gibb Inc
Virginia
– – -62 Closed
WOSD
1140
WFA of San Diego
California
– – -42 Closed
PMFA
1141
Plante Moran Financial Advisors
Michigan
– – -36 Closed
LFA
1142
Level Financial Advisors
New York
– – -13 Closed
GTAM
1143
Global Trust Asset Management
Florida
– – – –
CG
1144
Cutler Group
California
$0 1 +1 New
First Manhattan
1145
First Manhattan
New York
$0 11 +11 New
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