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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 %
VF
1126
VitalStone Financial
Texas
$8K 110 +110 New
TWP
1127
TFO Wealth Partners
Ohio
$7.88K 347 +320 +1,185%
GG
1128
Gleason Group
Kentucky
$7.38K 102 +1 +1%
SSB
1129
Sandy Spring Bank
Maryland
$7.21K 100 -150 -60%
AWM
1130
AllSquare Wealth Management
New York
$5.98K 83 – –
EWM
1131
EPG Wealth Management
Georgia
$5.77K 80 – –
CCA
1132
Column Capital Advisors
Indiana
$5.48K 76 – –
GGI
1133
Godsey & Gibb Inc
Virginia
$4.47K 62 +62 New
EE
1134
EWG Elevate
California
$4.25K 59 +59 New
SFG
1135
Steward Financial Group
Texas
$4K 65 +65 New
JHCP
1136
Jackson Hole Capital Partners
Oklahoma
$3.75K 52 – –
WOSD
1137
WFA of San Diego
California
$3.03K 42 +42 New
MFAM
1138
M Financial Asset Management
Oregon
$3K 45 – –
TAM
1139
Tucker Asset Management
Colorado
$2.97K 41 -14 -25%
IRC
1140
Investors Research Corp
Georgia
$2.96K 41 – –
CA
1141
Corrado Advisors
New Jersey
$2.88K 40 +40 New
OA
1142
Operose Advisors
Wisconsin
$2.81K 39 – –
GEA
1143
Glen Eagle Advisors
New Jersey
$2.69K 37 -2 -5%
AWM
1144
Accel Wealth Management
Iowa
$2.6K 36 – –
CA
1145
Centerpoint Advisors
Massachusetts
$2K 24 +24 New
DJSG
1146
D.J. St. Germain
Massachusetts
$1.88K 26 +26 New
MAWA
1147
Moss Adams Wealth Advisors
Washington
$1.37K 19 +19 New
BCMIO
1148
Beacon Capital Management Inc (Ohio)
Ohio
$1.3K 18 +18 New
TC
1149
Truvestments Capital
Florida
$1.3K 18 +18 New
PAI
1150
Pittenger & Anderson Inc
Nebraska
$1.23K 17 +17 New
44 45
46
47 48