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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 %
CAAS
101
Capital Asset Advisory Services
Michigan
$19.5M 295,546 +4,973 +2%
SPC
102
Sigma Planning Corp
Michigan
$19.2M 290,766 -682 -0.2%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$19.1M 288,988 -23,841 -8%
RJT
104
Raymond James Trust
Florida
$19M 287,709 +16,877 +6%
EH
105
Equitable Holdings
New York
$18.8M 283,811 -1,962 -0.7%
CAL
106
Capital Advisors Ltd
Ohio
$18.6M 280,684 +3,736 +1%
HPA
107
High Probability Advisors
New York
$18.5M 279,793 +12,042 +4%
1WM
108
1900 Wealth Management
Texas
$18.3M 277,465 -6,653 -2%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$18.1M 273,623 +63,817 +30%
SMC
110
Smith, Moore & Co
Missouri
$18.1M 273,243 +3,174 +1%
LWA
111
Lowe Wealth Advisors
Maryland
$18.1M 273,188 -1,618 -0.6%
DWM
112
Dakota Wealth Management
Florida
$18M 271,597 +114,031 +72%
MCM
113
MAI Capital Management
Ohio
$17.5M 264,860 +178,004 +205%
WDL
114
Well Done LLC
Michigan
$17M 257,566 +2,362 +0.9%
MAC
115
Mason & Associates (California)
California
$16.7M 252,456 -1,704 -0.7%
WP
116
WealthSource Partners
California
$16.6M 251,102 +13,974 +6%
MIAN
117
Mariner Independent Advisor Network
Kansas
$16.1M 243,271 -971 -0.4%
MFG
118
Merit Financial Group
Georgia
$15.5M 234,963 +2,515 +1%
AC
119
Apella Capital
Connecticut
$15.5M 234,784 +28,986 +14%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$15.5M 233,771 +39,573 +20%
FANJ
121
Financial Architects (New Jersey)
New Jersey
$15.5M 234,096 +234,096 New
Creative Planning
122
Creative Planning
Kansas
$15.2M 230,474 -36,556 -14%
VA
123
Valmark Advisers
Ohio
$15M 227,626 +7,450 +3%
TCM
124
TD Capital Management
Tennessee
$15M 227,537 -3,008 -1%
AFC
125
Adaptive Financial Consulting
Ohio
$15M 226,500 +3,452 +2%
3 4
5
6 7