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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 %
CAM
201
Cresset Asset Management
Illinois
$8.61M 130,920 -1,733 -1%
WMR
202
Wealth Management Resources
Rhode Island
$8.53M 118,273 +9,036 +8%
AG
203
Ascent Group
Virginia
$8.52M 118,124 +52,270 +79%
1832 Asset Management
204
1832 Asset Management
Ontario, Canada
$8.31M 115,290 -1,460 -1%
BWM
205
Brickley Wealth Management
California
$8.24M 114,319 +185 +0.2%
AHC
206
Anderson Hoagland & Co
Missouri
$8.18M 114,264 -3,455 -3%
EC
207
EdgeRock Capital
Colorado
$8.18M 113,392 -19,182 -14%
IWM
208
IHT Wealth Management
Illinois
$8.1M 112,309 -10,282 -8%
FPCG
209
Forum Private Client Group
Indiana
$8.09M 112,234 -4,027 -3%
BA
210
Bellwether Advisors
Nebraska
$8.05M 111,648 -3,729 -3%
NEPWA
211
New England Private Wealth Advisors
Massachusetts
$7.97M 110,580 +449 +0.4%
CIAS
212
CFS Investment Advisory Services
New Jersey
$7.89M 109,381 -7,405,819 -99%
MBT
213
Montecito Bank & Trust
California
$7.87M 109,077 -7,381 -6%
NFG
214
Nations Financial Group
Iowa
$7.81M 108,253 +476 +0.4%
SFO
215
Stokes Family Office
Louisiana
$7.75M 107,489 +3,964 +4%
SGI
216
Summit Global Investments
Utah
$7.74M 107,377 -7,435 -6%
MWM
217
Mascoma Wealth Management
New Hampshire
$7.72M 107,083 +10,460 +11%
MA
218
Mutual Advisors
Nebraska
$7.72M 107,051 -16,632 -13%
KL
219
KilterHowling LLC
Colorado
$7.71M 106,987 -1,139 -1%
GIA
220
Gladstone Institutional Advisory
Florida
$7.71M 106,903 -8,751 -8%
MPW
221
MA Private Wealth
California
$7.65M 106,071 -1,535 -1%
WF
222
Williams Financial
Vermont
$7.56M 104,818 +80,919 +339%
Kayne Anderson Rudnick Investment Management
223
Kayne Anderson Rudnick Investment Management
California
$7.55M 104,633 +104,633 New
VCP
224
Verus Capital Partners
Arizona
$7.54M 104,621 +2,553 +3%
CFG
225
Compton Financial Group
Maryland
$7.53M 104,487 +2,763 +3%
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