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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 %
CIBC Private Wealth Group
1151
CIBC Private Wealth Group
Georgia
$1.14K 15,821 +50 +0.3%
BHWM
1152
Beaird Harris Wealth Management
Texas
$881 12 – –
FWA
1153
Freedom Wealth Alliance
Wisconsin
$793 11 +11 New
PWS
1154
Paragon Wealth Strategies
Florida
$692 10 – –
WIM
1155
Westside Investment Management
California
$555 7,706 -202 -3%
CMP
1156
Coston McIsaac & Partners
Maine
$93 1,293 +1,293 New
CCMG
1157
Clark Capital Management Group
Pennsylvania
– – -1,490,823 Closed
ACG
1158
Allen Capital Group
Nebraska
– – -111,134 Closed
AIMCA
1159
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -70,650 Closed
ACK
1160
Andrew C. Karlinski
– – -67,232 Closed
Wolverine Trading
1161
Wolverine Trading
Illinois
– – -52,694 Closed
CAN
1162
Claraphi Advisory Network
United States
– – -49,774 Closed
CWA
1163
Centennial Wealth Advisory
Michigan
– – -49,368 Closed
SFI
1164
SPC Financial Inc
Maryland
– – -48,820 Closed
HGERS
1165
Householder Group Estate & Retirement Specialist
Arizona
– – -45,606 Closed
BMM
1166
Berkshire Money Management
Massachusetts
– – -32,090 Closed
FAM
1167
Forte Asset Management
New York
– – -30,434 Closed
B
1168
BetterWealth
California
– – -20,290 Closed
FDCC
1169
Foster Dykema Cabot & Co
Massachusetts
– – -17,369 Closed
IUHSA
1170
Itau Unibanco Holding S.A.
Brazil
– – -16,670 Closed
FCA
1171
FLC Capital Advisors
California
– – -14,131 Closed
MA
1172
MUFG Americas
New York
– – -10,655 Closed
VCM
1173
Virtue Capital Management
Tennessee
– – -10,560 Closed
WCA
1174
Waypoint Capital Advisors
Minnesota
– – -9,337 Closed
SWP
1175
Strategic Wealth Partners
Ohio
– – -9,185 Closed
45 46
47
48 49