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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 %
Bank of America
1
Bank of America
North Carolina
$2.9B 40,185,208 -568,581 -1%
RJA
2
Raymond James & Associates
Florida
$2.25B 31,259,351 -462,795 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.63B 22,631,261 -2,386,301 -10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.48B 20,504,954 +1,482,219 +8%
Morgan Stanley
5
Morgan Stanley
New York
$1.13B 15,673,112 +1,111,338 +8%
BlackRock
6
BlackRock
New York
$945M 13,109,944 +121,694 +0.9%
AWA
7
Arete Wealth Advisors
Illinois
$757M 10,504 -198 -2%
LPL Financial
8
LPL Financial
California
$555M 7,695,280 -219,325 -3%
FCBT
9
First Citizens Bank & Trust
North Carolina
$394M 5,460,644 +542,516 +11%
Wells Fargo
10
Wells Fargo
California
$371M 5,147,273 +359,978 +8%
UBS Group
11
UBS Group
Switzerland
$357M 4,951,900 +91,783 +2%
Ameriprise
12
Ameriprise
Minnesota
$345M 4,764,528 -208,956 -4%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$344M 4,771,931 +913,053 +24%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$320M 4,433,350 -265,420 -6%
AC
15
Allstate Corporation
Illinois
$309M 4,280,000 +2,850,000 +199%
AIM
16
Allstate Investment Management
Illinois
$309M 4,280,000 +4,280,000 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$306M 4,249,193 +555,944 +15%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$278M 3,854,999 +4,357 +0.1%
APF
19
Alaska Permanent Fund
Alaska
$235M 3,257,078 +3,257,078 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$225M 3,125,023 +55,540 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$218M 3,021,158 +35,946 +1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$209M 2,903,690 -91,409 -3%
SEI Investments
23
SEI Investments
Pennsylvania
$206M 2,856,065 -31,931 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$197M 2,738,012 -1,872,604 -41%
BCM
25
Brookstone Capital Management
Illinois
$173M 2,353,886 +439,370 +23%
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