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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WFA
226
Wells Financial Advisors
Massachusetts
$6.63M +$359K +5,118 +6%
FCT
227
Family Capital Trust
Massachusetts
$6.6M -$22.3K -318 -0.3%
WSTAM
228
Wilbanks Smith & Thomas Asset Management
Virginia
$6.58M – – –
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.55M -$27.3M -389,432 -81%
SCM
230
Stonehearth Capital Management
Massachusetts
$6.53M +$125K +1,752 +2%
AAS
231
Ameritas Advisory Services
Nebraska
$6.5M -$1.37M -19,478 -17%
SFO
232
Stokes Family Office
Louisiana
$6.46M +$128K +1,826 +2%
ACM
233
Allred Capital Management
Texas
$6.45M -$137K -1,955 -2%
CFO
234
Custos Family Office
Texas
$6.38M +$372K +5,297 +6%
PFS
235
Prospera Financial Services
Texas
$6.36M -$15.5K -221 -0.2%
MPW
236
Monterey Private Wealth
California
$6.36M -$207K -2,953 -3%
AL
237
ADE LLC
Maryland
$6.34M +$414K +5,892 +7%
HTC
238
Haverford Trust Company
Pennsylvania
$6.34M +$66.9K +953 +1%
IF
239
Intrua Financial
Texas
$6.33M -$244K -3,471 -4%
CWM
240
Calamos Wealth Management
Illinois
$6.32M +$28.6K +407 +0.5%
SCA
241
Snowden Capital Advisors
New York
$6.31M +$9.9K +141 +0.2%
SAM
242
Sequent Asset Management
Texas
$6.27M +$127K +1,807 +2%
JWBC
243
John W. Brooker & Co
California
$6.25M -$8.92K -127 -0.1%
WBG
244
Wharton Business Group
Pennsylvania
$6.25M +$189K +2,686 +3%
CAL
245
Capital Analysts LLC
Pennsylvania
$6.18M +$64K +911 +1%
IP
246
Investment Partners
Ohio
$6.15M -$11.2K -160 -0.2%
MWM
247
Mascoma Wealth Management
New Hampshire
$6.15M +$661K +9,410 +12%
CA
248
Cambridge Associates
Massachusetts
$6.14M +$6.14M +87,420 New
MCM
249
MAI Capital Management
Ohio
$6.1M +$292K +4,161 +5%
AFG
250
Arkansas Financial Group
Arkansas
$6.07M -$23.5K -334 -0.4%
8 9
10
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