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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$2.69B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.65B
3
FCBT
First Citizens Bank & Trust
North Carolina
$325M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.26B
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$255M

Top Sellers

1
AC
Allstate Corporation
Illinois
$94.5M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$498K
5
HI
Horizon Investments
North Carolina
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
126
Foundations Investment Advisors
Arizona
$14.7M +$132K +2,001 +0.9%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$14.3M -$499K -7,553 -3%
JC
128
JB Capital
Connecticut
$14.2M +$4.59M +69,413 +48%
OIA
129
OneDigital Investment Advisors
Kansas
$14.1M +$7.45M +112,693 +112%
FWM
130
FFT Wealth Management
Pennsylvania
$13.7M – – –
GC
131
GFG Capital
Florida
$13.7M +$338K +5,108 +3%
TC
132
Telemus Capital
Michigan
$13.6M +$1.11M +16,808 +9%
IWMWV
133
Ironwood Wealth Management (West Virginia)
West Virginia
$13.5M -$71.6K -1,080 -0.5%
MWM
134
McNaughton Wealth Management
California
$13.2M +$156K +2,365 +1%
SMG
135
Smart Money Group
Texas
$13.1M -$58.4K -883 -0.4%
PWAG
136
Polaris Wealth Advisory Group
California
$12.7M +$57.1K +862 +0.5%
KL
137
KWMG LLC
Kansas
$12.6M +$484K +7,328 +4%
RIA
138
Regal Investment Advisors
Michigan
$12.6M -$1.49M -22,569 -11%
RPCA
139
Running Point Capital Advisors
California
$12.4M -$163K -2,460 -1%
AAP
140
Arax Advisory Partners
Colorado
$12.2M +$340K +5,147 +3%
CS
141
Comerica Securities
Michigan
$12.1M +$990K +14,969 +9%
IB
142
Intrust Bank
Kansas
$11.9M +$272K +4,119 +2%
Lido Advisors
143
Lido Advisors
California
$11.9M -$329K -4,625 -3%
TWC
144
TD Waterhouse Canada
Ontario, Canada
$11.8M +$2.43M +31,098 +26%
LRIA
145
Leonard Rickey Investment Advisors
Washington
$11.8M +$485K +7,344 +4%
Comerica Bank
146
Comerica Bank
Texas
$11.8M -$84.9K -1,232 -0.7%
S
147
SimplyRich
California
$11.8M -$117K -1,777 -1%
GWSG
148
GPS Wealth Strategies Group
Colorado
$11.8M +$2.02M +30,598 +21%
SPIA
149
Strategic Point Investment Advisors
Rhode Island
$11.6M -$24.4K -369 -0.2%
VI
150
Vestcor Inc
New Brunswick, Canada
$11.6M -$12.5M -188,491 -52%
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