USMV icon

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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$6.87M
2
HI
Horizon Investments
North Carolina
$64.9M
3
PI
PFS Investments
Georgia
$24.9M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$96.8M
5
GA
Gateway Advisory
New Jersey
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
326
Gries Financial
Ohio
$4.2M +$2.28M +32,410 +118%
AWA
327
Alta Wealth Advisors
Massachusetts
$4.19M +$41.6K +592 +1%
FFN
328
Focus Financial Network
Minnesota
$4.17M -$391K -5,572 -9%
WWM
329
Windsor Wealth Management
Indiana
$4.16M -$19K -266 -0.5%
BMM
330
Berkshire Money Management
Massachusetts
$4.16M +$4.16M +59,174 New
JSW
331
Journey Strategic Wealth
New Jersey
$4.08M +$4.08M +58,120 New
BFG
332
Barber Financial Group
Kansas
$4.04M -$80.7K -1,149 -2%
FHC
333
First Heartland Consultants
Missouri
$3.97M +$221K +3,143 +6%
BFG
334
Buttonwood Financial Group
Missouri
$3.92M +$12K +172 +0.3%
RPGK
335
Retirement Planning Group (Kansas)
Kansas
$3.91M -$4.47M -63,666 -53%
DADC
336
D.A. Davidson & Co
Montana
$3.91M -$60.3K -859 -2%
HFA
337
High Falls Advisors
New York
$3.9M -$132K -1,886 -3%
TFA
338
Transamerica Financial Advisors
Florida
$3.89M +$3.89M +55,410 New
MWM
339
Marietta Wealth Management
Georgia
$3.87M +$128K +1,824 +3%
CLOS
340
Compagnie Lombard Odier SCmA
Switzerland
$3.86M – – –
EIP
341
Ellis Investment Partners
Pennsylvania
$3.85M -$88K -1,253 -2%
Northern Trust
342
Northern Trust
Illinois
$3.84M +$1.03M +14,734 +37%
BS
343
Banco Santander
Spain
$3.79M -$487K -6,938 -11%
PWA
344
Physician Wealth Advisors
Utah
$3.78M +$587K +7,977 +18%
GLA
345
Good Life Advisors
Pennsylvania
$3.76M -$437K -6,225 -10%
PPW
346
Pinnacle Private Wealth
Massachusetts
$3.75M +$308K +4,389 +9%
TFS
347
TrustCore Financial Services
Tennessee
$3.75M -$544K -7,743 -13%
GIA
348
Goodwin Investment Advisory
Georgia
$3.74M +$365K +5,194 +11%
CWM
349
Cordatus Wealth Management
Pennsylvania
$3.73M -$42.1K -600 -1%
SFI
350
SPC Financial Inc
Maryland
$3.73M -$31.5K -449 -0.8%
12 13
14
15 16