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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 %
EFS
251
Essex Financial Services
Connecticut
$6.05M +$49.6K +706 +0.8%
BRWA
252
B. Riley Wealth Advisors
Florida
$6.05M -$2.12M -30,205 -26%
FFBTD
253
First Financial Bank - Trust Division
Ohio
$6.03M +$166K +2,359 +3%
WIA
254
World Investment Advisors
California
$6M +$690K +9,339 +13%
FPW
255
Flagship Private Wealth
Massachusetts
$5.91M -$402K -5,727 -6%
FT
256
Fiduciary Trust
Massachusetts
$5.87M -$144K -2,052 -2%
CP
257
Capital Planning
Washington
$5.86M -$585K -8,337 -9%
FWP
258
FAS Wealth Partners
Kansas
$5.84M -$74.9K -1,067 -1%
MBTD
259
Mechanics Bank - Trust Department
California
$5.75M -$278K -3,955 -5%
IA
260
IFP Advisors
Florida
$5.73M – – –
GPA
261
Guerra Pan Advisors
New Jersey
$5.71M -$25.7K -348 -0.4%
RF
262
Resolute Financial
Massachusetts
$5.68M +$78.8K +1,122 +1%
CAG
263
Csenge Advisory Group
Florida
$5.67M +$988K +14,072 +21%
BIP
264
Blueprint Investment Partners
North Carolina
$5.65M +$247K +3,523 +5%
CSWG
265
Cardinal Strategic Wealth Guidance
Kentucky
$5.6M -$418K -5,957 -7%
SPI
266
Santori & Peters Inc
Pennsylvania
$5.53M -$6.79M -96,725 -55%
SWM
267
Southern Wealth Management
Texas
$5.47M -$1.33M -18,886 -20%
FFS
268
Founders Financial Securities
Maryland
$5.44M -$797K -11,345 -13%
ACK
269
Andrew C. Karlinski
$5.43M -$284K -4,043 -5%
SSC
270
Syverson Strege & Co
Iowa
$5.41M -$10.5M -148,898 -66%
VAS
271
Vestmark Advisory Solutions
Massachusetts
$5.4M +$2.87M +40,944 +114%
ASN
272
Advisory Services Network
Georgia
$5.35M -$658K -9,377 -11%
BTI
273
Blue Trust Inc
Georgia
$5.33M +$5.33M +68,646 New
HWA
274
HHM Wealth Advisors
Tennessee
$5.31M -$238K -3,394 -4%
AIP
275
Almanack Investment Partners
Pennsylvania
$5.26M -$9.83K -140 -0.2%
9 10
11
12 13