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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
18.6%
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 %
GIS
151
Grayhawk Investment Strategies
Alberta, Canada
$13.2M 183,035 +68,778 +60%
LRIA
152
Leonard Rickey Investment Advisors
Washington
$13.1M 181,713 +2,565 +1%
CS
153
Comerica Securities
Michigan
$13.1M 181,391 -1,814 -1%
IB
154
Intrust Bank
Kansas
$13M 180,649 -23 -0%
WC
155
Wealth CMT
New Jersey
$12.7M 176,653 +3,155 +2%
TLFA
156
True Link Financial Advisors
California
$12.6M 175,056 +12,910 +8%
S
157
SimplyRich
California
$12.6M 174,905 -4,002 -2%
SPIA
158
Strategic Point Investment Advisors
Rhode Island
$12.5M 173,845 -1,698 -1%
Comerica Bank
159
Comerica Bank
Texas
$12.4M 168,732 -2,881 -2%
MNG
160
Manning & Napier Group
New York
– – – –
TWC
161
TD Waterhouse Canada
Ontario, Canada
$12.2M 154,592 +3,092 +2%
GWSG
162
GPS Wealth Strategies Group
Colorado
$12.1M 168,235 -10,329 -6%
Lido Advisors
163
Lido Advisors
California
$12M 165,955 -1,311 -0.8%
MFG
164
Merit Financial Group
Georgia
$11.9M 164,900 -70,063 -30%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$11.8M 163,376 +163,376 New
CG
166
Colony Group
Massachusetts
$11.6M 161,058 -5,770 -3%
SWG
167
Summit Wealth Group
Vermont
$11.5M 159,410 +6,837 +4%
SPWG
168
Syntegra Private Wealth Group
Missouri
$11.3M 156,722 +156,722 New
CW
169
CreativeOne Wealth
Kansas
$11.3M 156,333 -5,249 -3%
WPIC
170
White Pine Investment Company
Michigan
$11.2M 155,693 -811 -0.5%
SEM
171
Strategic Equity Management
Arizona
$10.8M 150,353 +150,353 New
GKWIM
172
Gerber Kawasaki Wealth & Investment Management
California
$10.8M 150,078 -151,546 -50%
CA
173
Clearstead Advisors
Ohio
$10.8M 149,216 -1,870 -1%
SFS
174
Security Financial Services
Indiana
$10.7M 148,527 +6,996 +5%
DC
175
Darrow Company
Massachusetts
$10.6M 147,028 +1,014 +0.7%
5 6
7
8 9