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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
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 %
LWM
376
Lionsbridge Wealth Management
Florida
$3.1M -$315K -4,484 -9%
WWG
377
West Wealth Group
California
$3.08M +$15K +214 +0.5%
Daiwa Securities Group
378
Daiwa Securities Group
Japan
$3.07M +$274K +3,900 +10%
PWM
379
Perigon Wealth Management
California
$3.07M +$225K +3,198 +8%
MAP
380
Milestone Advisory Partners
North Carolina
$3.07M -$2.04M -28,765 -40%
JFGIW
381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.05M -$103K -1,463 -3%
BFA
382
Beacon Financial Advisory
Ohio
$3.05M +$33.1K +472 +1%
Brown Advisory
383
Brown Advisory
Maryland
$3.04M -$134K -1,906 -4%
AG
384
Ascent Group
Virginia
$3.04M +$175K +2,376 +6%
IF
385
IRON Financial
Illinois
$3.03M -$83.2K -1,185 -3%
CIA
386
Choate Investment Advisors
Massachusetts
$3.02M -$82.3K -1,172 -3%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.01M +$2.76M +39,326 +1,112%
Millennium Management
388
Millennium Management
New York
$2.99M -$6.94M -98,883 -70%
SHJ
389
Sharkey, Howes & Javer
Colorado
$2.99M +$73.2K +1,043 +3%
DL
390
DOHJ LLC
Washington
$2.99M -$211K -3,007 -7%
NL
391
NWAM LLC
Washington
$2.98M +$521K +7,387 +21%
SRC
392
Shufro Rose & Co
New York
$2.94M +$6.18K +88 +0.2%
SB
393
Strategic Blueprint
Georgia
$2.9M +$14.3K +204 +0.5%
MA
394
Mutual Advisors
Nebraska
$2.9M -$203K -2,887 -7%
MWM
395
Minot Wealth Management
Massachusetts
$2.88M -$28.2K -401 -1%
SHIM
396
Stone House Investment Management
Pennsylvania
$2.86M +$27.8K +396 +1%
APA
397
American Portfolios Advisors
New York
$2.81M -$178K -2,538 -6%
QWM
398
QP Wealth Management
New Jersey
$2.79M -$134K -1,911 -5%
MW
399
Marcum Wealth
Ohio
$2.79M +$18K +257 +0.7%
AA
400
ACT Advisors
North Carolina
$2.76M -$147K -2,097 -5%
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16
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