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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 Holding Trade Value Shares
Change 		Shares
Change %
AMR
151
Asset Management Resources
Massachusetts
$11.6M -$145K -2,200 -1%
MNG
152
Manning & Napier Group
New York
$11.5M -$12.3M – –
MWA
153
Meridian Wealth Advisors
Texas
$11.5M -$85K -1,286 -0.7%
WC
154
Wealth CMT
New Jersey
$11.5M -$569K -8,613 -5%
LMIM
155
Lockheed Martin Investment Management
Maryland
$11.4M +$4.45M +67,400 +64%
CG
156
Colony Group
Massachusetts
$11M +$8.79M +133,054 +394%
TLFA
157
True Link Financial Advisors
California
$10.7M +$3.32M +50,249 +45%
CW
158
CreativeOne Wealth
Kansas
$10.7M +$150K +2,269 +1%
GWM
159
GDS Wealth Management
Texas
$10.7M +$1.79M +27,129 +20%
Franklin Resources
160
Franklin Resources
California
$10.6M -$1.91M -28,839 -15%
WPIC
161
White Pine Investment Company
Michigan
$10.3M -$142K -2,145 -1%
TWM
162
Trinity Wealth Management
Pennsylvania
$10.3M +$227K +3,427 +2%
AI
163
Atria Investments
North Carolina
$10.2M +$847K +12,812 +9%
SWG
164
Summit Wealth Group
Vermont
$10.1M +$497K +7,518 +5%
CA
165
Clearstead Advisors
Ohio
$9.99M -$399K -6,029 -4%
GWAG
166
Garrett Wealth Advisory Group
Texas
$9.77M -$1.52M -23,043 -13%
DC
167
Darrow Company
Massachusetts
$9.65M -$696K -10,524 -7%
HI
168
Harbour Investments
Wisconsin
$9.51M – – –
SWM
169
Spire Wealth Management
Virginia
$9.41M -$3.13M -47,360 -25%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$9.4M -$2.45M -37,117 -21%
SFS
171
Security Financial Services
Indiana
$9.36M +$6.05M +91,487 +183%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$9.32M -$64K -962 -0.7%
ACM
173
Armbruster Capital Management
New York
$9.24M +$352K +5,325 +4%
BC
174
Barrett & Company
Rhode Island
$9.06M +$9.06M +125,629 New
BC
175
Bowman & Company
Wisconsin
$8.92M -$348K -5,262 -4%
5 6
7
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