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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 %
LRPA
301
L. Roy Papp & Associates
Arizona
$4.73M -$526K -7,495 -10%
BOPW
302
Brandywine Oak Private Wealth
Pennsylvania
$4.67M +$34K +484 +0.7%
F
303
F3Logic
Minnesota
$4.67M -$204K -2,910 -4%
FEG
304
Financial Enhancement Group
Indiana
$4.62M -$35.8K -510 -0.8%
MMA
305
Miracle Mile Advisors
California
$4.57M -$1.14M -16,287 -20%
AF
306
Allworth Financial
California
$4.55M +$31.2K +445 +0.7%
FHA
307
Flagship Harbor Advisors
Massachusetts
$4.55M -$161K -2,289 -3%
IAG
308
Investment Advisory Group
Massachusetts
$4.52M -$53.8K -765 -1%
PFA
309
Pettinga Financial Advisors
Indiana
$4.51M +$4.21K +60 +0.1%
MSAM
310
Moloney Securities Asset Management
Missouri
$4.47M +$175K +2,490 +4%
RSWM
311
Robertson Stephens Wealth Management
California
$4.45M +$447K +6,371 +11%
IFWM
312
Institute for Wealth Management
Colorado
$4.4M +$3.62M +51,527 +465%
TNBTD
313
Trustmark National Bank Trust Department
Mississippi
$4.38M -$47.5K -677 -1%
Prudential Financial
314
Prudential Financial
New Jersey
$4.36M +$205K +2,919 +5%
OIM
315
Opus Investment Management
Massachusetts
$4.35M +$119K +1,691 +3%
RF
316
RHS Financial
California
$4.35M -$427K -6,077 -9%
RRA
317
Round Rock Advisors
Connecticut
$4.33M -$151K -2,145 -3%
CB
318
Commerce Bank
Missouri
$4.3M +$4.91K +70 +0.1%
RWG
319
Regal Wealth Group
California
$4.29M -$92K -1,310 -2%
CNB
320
Camden National Bank
Maine
$4.29M +$361K +5,145 +9%
AWG
321
Altus Wealth Group
Colorado
$4.27M -$1.44M -19,619 -25%
CIAS
322
Capital Investment Advisory Services
North Carolina
$4.24M -$1.61M -22,949 -28%
GVAG
323
Great Valley Advisor Group
Delaware
$4.24M +$1.28M +18,294 +43%
SIAG
324
Safeguard Investment Advisory Group
California
$4.23M – – –
Cerity Partners
325
Cerity Partners
New York
$4.21M +$398K +5,676 +10%
11 12
13
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