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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 %
AL
176
Aspiriant LLC
California
$10.4M 144,634 +39,947 +38%
GWAG
177
Garrett Wealth Advisory Group
Texas
$10.3M 142,896 -4,873 -3%
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3M 142,315 +26,793 +23%
MCC
179
Money Concepts Capital
Florida
$10.2M 142,128 +9,275 +7%
SWM
180
Spire Wealth Management
Virginia
$10.1M 140,471 -1,850 -1%
TWM
181
Trinity Wealth Management
Pennsylvania
$10.1M 139,988 -15,911 -10%
SWA
182
Sax Wealth Advisors
New Jersey
$10.1M 139,797 +11,089 +9%
ACM
183
Armbruster Capital Management
New York
$10.1M 139,454 -400 -0.3%
FAIM
184
Financial Advocates Investment Management
Washington
$9.99M 138,533 +46,186 +50%
HF
185
HRT Financial
New York
$9.9M 137,305 +8,768 +7%
BC
186
Bowman & Company
Wisconsin
$9.71M 134,725 -243 -0.2%
AAS
187
Ameritas Advisory Services
Nebraska
$9.68M 134,236 +31,087 +30%
HI
188
Harbour Investments
Wisconsin
$9.61M 133,354 -2,131 -2%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$9.56M 132,661 -9,577 -7%
MFA
190
Mayflower Financial Advisors
Massachusetts
$9.53M 132,152 +5,667 +4%
Franklin Resources
191
Franklin Resources
California
$9.39M 130,282 -30,820 -19%
GI
192
Glovista Investments
New Jersey
$9.29M 128,790 +128,790 New
AI
193
Atria Investments
North Carolina
$9.21M 127,762 -25,809 -17%
WLPWM
194
Walled Lake Planning & Wealth Management
Illinois
$9.17M 127,243 +62,357 +96%
BC
195
Barrett & Company
Rhode Island
$9.06M 125,629 – –
MA
196
Modus Advisors
Minnesota
$9M 124,869 +5,780 +5%
PA
197
PSI Advisors
Florida
$8.93M 123,860 +6,921 +6%
MA
198
MONECO Advisors
Connecticut
$8.75M 121,338 -1,571 -1%
GWSA
199
Global Wealth Strategies & Associates
Colorado
$8.74M 121,280 +121,280 New
AA
200
Ancora Advisors
Ohio
$8.72M 120,990 +81,188 +204%
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