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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
18.61%
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 %
DWM
101
Dakota Wealth Management
Florida
$22M 305,251 +33,654 +12%
AP
102
Agilis Partners
Massachusetts
$21.3M 294,927 -9,711 -3%
SPC
103
Sigma Planning Corp
Michigan
$21.2M 293,869 +3,103 +1%
UCFA
104
United Capital Financial Advisors
Texas
$21.1M 292,780 -61,166 -17%
SWP
105
Summit Wealth Partners
Florida
$21.1M 292,189 -11,480 -4%
SMC
106
Smith, Moore & Co
Missouri
$20.9M 290,480 +17,237 +6%
MCM
107
MAI Capital Management
Ohio
$20.7M 287,516 +22,656 +9%
CI
108
CX Institutional
Indiana
$20.7M 286,550 -63,085 -18%
HPA
109
High Probability Advisors
New York
$20.5M 284,192 +4,399 +2%
SYBT
110
Stock Yards Bank & Trust
Kentucky
$20.5M 283,693 -15,701 -5%
CAAS
111
Capital Asset Advisory Services
Michigan
$20.3M 281,233 -14,313 -5%
CAL
112
Capital Advisors Ltd
Ohio
$20.2M 280,236 -448 -0.2%
AC
113
Apella Capital
Connecticut
$20.2M 279,905 +45,121 +19%
TC
114
Telemus Capital
Michigan
$20.1M 273,759 +67,648 +33%
BSSFA
115
Baron Silver Stevens Financial Advisors
Florida
$19.8M 275,195 -3,145 -1%
TWA
116
Tillar-Wenstrup Advisors
Ohio
$19.8M 274,670 -37,309 -12%
RJT
117
Raymond James Trust
Florida
$19.8M 274,131 -13,578 -5%
1WM
118
1900 Wealth Management
Texas
$19.5M 270,706 -6,759 -2%
LWA
119
Lowe Wealth Advisors
Maryland
$19.5M 270,586 -2,602 -1%
TC
120
Trilogy Capital
California
$19.4M 269,723 -47,258 -15%
PI
121
PFS Investments
Georgia
$19.1M 264,448 +35,071 +15%
MWM
122
Moran Wealth Management
Florida
$18.7M 259,641 +259,641 New
WDL
123
Well Done LLC
Michigan
$18.5M 256,623 -943 -0.4%
FCAM
124
First Citizens Asset Management
North Carolina
$18.5M 256,084 +256,084 New
WP
125
WealthSource Partners
California
$18M 249,435 -1,667 -0.7%
3 4
5
6 7