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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 %
PCFFS
176
Pacific Center for Financial Services
California
$8.85M -$32.9K -498 -0.4%
MCC
177
Money Concepts Capital
Florida
$8.78M +$751K +11,355 +9%
CAM
178
Cresset Asset Management
Illinois
$8.77M +$144K +2,182 +2%
EC
179
EdgeRock Capital
Colorado
$8.76M +$2.07M +31,248 +31%
BRWA
180
B. Riley Wealth Advisors
Florida
$8.63M +$2.94M +44,472 +52%
SWA
181
Sax Wealth Advisors
New Jersey
$8.51M +$960K +14,519 +13%
HF
182
HRT Financial
New York
$8.5M +$8.5M +128,537 New
MFA
183
Mayflower Financial Advisors
Massachusetts
$8.36M +$14.2K +215 +0.2%
MA
184
Mutual Advisors
Nebraska
$8.18M +$5.45M +82,448 +200%
MA
185
MONECO Advisors
Connecticut
$8.12M -$381K -5,767 -4%
IWM
186
IHT Wealth Management
Illinois
$8.1M +$1.16M +17,536 +17%
FFBTD
187
First Financial Bank - Trust Division
Ohio
$8.04M +$2.37M +35,845 +42%
MA
188
Modus Advisors
Minnesota
$7.87M +$75.2K +1,138 +1%
CSWG
189
Cardinal Strategic Wealth Guidance
Kentucky
$7.83M +$2.55M +38,558 +48%
AHC
190
Anderson Hoagland & Co
Missouri
$7.78M -$2.98M -45,076 -28%
PA
191
PSI Advisors
Florida
$7.73M -$36.9K -558 -0.5%
1832 Asset Management
192
1832 Asset Management
Ontario, Canada
$7.72M -$701K -10,600 -8%
MBT
193
Montecito Bank & Trust
California
$7.7M -$116K -1,755 -1%
FPCG
194
Forum Private Client Group
Indiana
$7.69M -$226K -3,424 -3%
GIA
195
Gladstone Institutional Advisory
Florida
$7.65M -$142K -2,143 -2%
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.64M +$4.8M +72,659 +170%
BA
197
Bellwether Advisors
Nebraska
$7.63M -$772K -11,686 -9%
SGI
198
Summit Global Investments
Utah
$7.59M -$1.15M -17,431 -13%
GIS
199
Grayhawk Investment Strategies
Alberta, Canada
$7.55M -$6.17M -93,414 -45%
BWM
200
Brickley Wealth Management
California
$7.54M -$9.98K -151 -0.1%
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