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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,087 hedge funds and large institutions have $17.8B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 369 increasing their positions, 487 reducing their positions, and 96 closing their positions.

Holders
1,087
Holders Change
-32
Holders Change %
-2.86%
% of All Funds
18.38%
Holding in Top 10
138
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.76%
% of All Funds
2.33%
New
80
Increased
369
Reduced
487
Closed
96
Calls
$1.83M
Puts
$35K
Net Calls
+$1.8M
Net Calls Change
+$999K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B
2
AC
2
Allstate Corporation
Illinois
$304M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$94.6M
4
Bank of America
4
Bank of America
North Carolina
$1.5B
5
BlackRock
5
BlackRock
New York
$777M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$6.87M
2
HI
2
Horizon Investments
North Carolina
$64.9M
3
PI
3
PFS Investments
Georgia
$24.9M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$96.8M
5
GA
5
Gateway Advisory
New Jersey
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$2.23B 31,718,294 -358,692 -1%
Bank of America
2
Bank of America
North Carolina
$1.5B 21,299,520 +882,641 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.03B 14,604,154 +7,930,452 +119%
Morgan Stanley
4
Morgan Stanley
New York
$988M 14,075,917 -77,134 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$892M 12,701,187 -436,249 -3%
BlackRock
6
BlackRock
New York
$777M 11,070,793 +593,388 +6%
LPL Financial
7
LPL Financial
California
$532M 7,572,752 +39,984 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$353M 5,021,006 -212,940 -4%
UBS Group
9
UBS Group
Switzerland
$350M 4,981,791 -310,022 -6%
Wells Fargo
10
Wells Fargo
California
$339M 4,826,174 -383,793 -7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$331M 4,716,507 -202,775 -4%
AC
12
Allstate Corporation
Illinois
$304M 4,325,400 +4,325,400 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$271M 3,865,013 +112,393 +3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$227M 3,238,672 +268,265 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$219M 3,116,710 -83,783 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$211M 3,001,534 -198,206 -6%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$209M 2,971,664 -12,721 -0.4%
SEI Investments
18
SEI Investments
Pennsylvania
$204M 2,910,263 -226,744 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$179M 2,551,912 -296,425 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$145M 2,071,992 -235,435 -10%
US Bancorp
21
US Bancorp
Minnesota
$134M 1,911,228 -127,100 -6%
BCM
22
Brookstone Capital Management
Illinois
$122M 1,710,345 +81,227 +5%
CPO
23
Cerity Partners OCIO
New York
$121M 1,730,063 -13,519 -0.8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$112M 1,597,026 +95,094 +6%
SAM
25
Securian Asset Management
Minnesota
$110M 1,572,226 +45,655 +3%
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