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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 %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$17.8M 246,461 +12,690 +5%
MAC
127
Mason & Associates (California)
California
$17.7M 245,558 -6,898 -3%
WFA
128
Wells Financial Advisors
Massachusetts
$17.4M 240,927 +156,026 +184%
Creative Planning
129
Creative Planning
Kansas
$17.2M 238,249 +7,775 +3%
GWM
130
GDS Wealth Management
Texas
$16.7M 231,988 +70,738 +44%
AFC
131
Adaptive Financial Consulting
Ohio
$16.5M 228,974 +2,474 +1%
FANJ
132
Financial Architects (New Jersey)
New Jersey
$16.5M 228,527 -5,569 -2%
TCM
133
TD Capital Management
Tennessee
$16.3M 225,526 -2,011 -0.9%
FIA
134
Foundations Investment Advisors
Arizona
$16.2M 224,020 +1,120 +0.5%
JC
135
JB Capital
Connecticut
$16.1M 223,971 +9,695 +5%
VA
136
Valmark Advisers
Ohio
$15.5M 215,336 -12,290 -5%
FFBTD
137
First Financial Bank - Trust Division
Ohio
$15.2M 210,869 +89,181 +73%
FWM
138
FFT Wealth Management
Pennsylvania
$15M 207,455 – –
IWMWV
139
Ironwood Wealth Management (West Virginia)
West Virginia
$14.9M 202,446 -437 -0.2%
RPCA
140
Running Point Capital Advisors
California
$14.9M 206,207 +19,138 +10%
SMG
141
Smart Money Group
Texas
$14.7M 203,970 +5,696 +3%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$14.6M 202,431 -13,160 -6%
MWM
143
McNaughton Wealth Management
California
$14.4M 200,254 +303 +0.2%
KNFPWM
144
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.1M 196,205 +196,205 New
AAP
145
Arax Advisory Partners
Colorado
$14.1M 196,137 +11,588 +6%
RIA
146
Regal Investment Advisors
Michigan
$14.1M 195,942 +5,324 +3%
KL
147
KWMG LLC
Kansas
$14M 194,377 +3,523 +2%
NA
148
NewEdge Advisors
Louisiana
$13.8M 416,484 +53,791 +15%
LMIM
149
Lockheed Martin Investment Management
Maryland
$13.3M 172,400 – –
MWA
150
Meridian Wealth Advisors
Texas
$13.2M 183,510 +9,730 +6%
4 5
6
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