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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 %
CIAS
201
CFS Investment Advisory Services
New Jersey
$7.52M +$7.42M +7,417,304 +7,577%
ACM
202
Absolute Capital Management
Pennsylvania
$7.48M +$13.5K +204 +0.2%
FLA
203
Financial Life Advisors
Texas
$7.48M -$587K -8,875 -7%
MPW
204
MA Private Wealth
California
$7.42M +$3.45K +50 +0%
WWM
205
Western Wealth Management
Colorado
$7.39M +$557K +8,431 +8%
PAMG
206
Patton Albertson Miller Group
Tennessee
$7.38M +$2.75M +41,662 +60%
ACG
207
Allen Capital Group
Nebraska
$7.35M -$9.2M -139,206 -56%
NEPWA
208
New England Private Wealth Advisors
Massachusetts
$7.28M -$313K -4,740 -4%
WMR
209
Wealth Management Resources
Rhode Island
$7.22M +$96.7K +1,463 +1%
KL
210
KilterHowling LLC
Colorado
$7.15M -$93.1K -1,408 -1%
IA
211
IFG Advisory
Georgia
$7.14M +$180K +2,722 +3%
NFG
212
Nations Financial Group
Iowa
$7.12M +$45.5K +689 +0.6%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$7.06M +$859K +12,999 +14%
BRG
214
Bay Rivers Group
Virginia
$6.98M +$37K +560 +0.5%
CB
215
Community Bank
New York
$6.95M -$409K -6,182 -6%
AL
216
Aspiriant LLC
California
$6.92M -$227K -3,441 -3%
SFO
217
Stokes Family Office
Louisiana
$6.84M +$763K +11,536 +13%
AAS
218
Ameritas Advisory Services
Nebraska
$6.82M +$697K +10,540 +11%
HNWAG
219
High Net Worth Advisory Group
Florida
$6.78M +$41.6K +630 +0.6%
AWA
220
Acorn Wealth Advisors
Michigan
$6.78M -$175K -2,643 -3%
VCP
221
Verus Capital Partners
Arizona
$6.75M +$5.58M +84,419 +478%
CFG
222
Compton Financial Group
Maryland
$6.72M -$25.3K -383 -0.4%
KFGK
223
Keystone Financial Group (Kentucky)
Kentucky
$6.71M -$209K -3,164 -3%
BCI
224
Brinker Capital Investments
Pennsylvania
$6.7M -$144K -2,176 -2%
FEG
225
Financial Enhancement Group
Indiana
$6.51M +$2.16M +32,672 +50%
7 8
9
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