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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
+$557M
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
+$62M
5
BlackRock
BlackRock
New York
+$41.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$565M
2
HI
Horizon Investments
North Carolina
-$111M
3
PI
PFS Investments
Georgia
-$72.8M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$56.9M
5
GA
Gateway Advisory
New Jersey
-$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
401
Ancora Advisors
Ohio
$2.74M +$22K +314 +0.8%
WCG
402
Weaver Consulting Group
California
$2.73M -$16.4K -234 -0.6%
T
403
TCWP
Ohio
$2.72M +$461K +6,562 +20%
HGWM
404
Horst & Graben Wealth Management
Oregon
$2.69M +$231K +3,283 +9%
Barclays
405
Barclays
United Kingdom
$2.67M +$2.67M +38,076 New
DWM
406
Defined Wealth Management
Oregon
$2.67M -$64.4K -917 -2%
OAP
407
One Advisory Partners
Kansas
$2.65M +$330K +4,702 +14%
CF
408
Centaurus Financial
California
$2.64M -$641K -9,128 -20%
HCM
409
Howard Capital Management
Georgia
$2.64M -$20.2K -288 -0.8%
ECM
410
Evergreen Capital Management
Washington
$2.63M -$208K -2,970 -7%
CBFP
411
Cedar Brook Financial Partners
Ohio
$2.62M +$2.39K +34 +0.1%
CWS
412
Cypress Wealth Services
California
$2.62M +$47.6K +678 +2%
1WA
413
180 Wealth Advisors
Washington
$2.61M -$58K -817 -2%
KA
414
Kovack Advisors
Florida
$2.52M -$613K -8,736 -20%
BA
415
Ballew Advisors
Mississippi
$2.52M -$96.4K -1,374 -4%
CWM
416
Cedar Wealth Management
California
$2.51M -$17.3K -247 -0.7%
HPC
417
Hobart Private Capital
North Carolina
$2.51M -$133K -1,900 -5%
GM
418
GeoWealth Management
Illinois
$2.51M -$2.27M -32,365 -48%
ACP
419
Arcus Capital Partners
Georgia
$2.49M -$41.9K -597 -2%
MSWMA
420
Market Street Wealth Management Advisors
Indiana
$2.46M -$169K -2,408 -6%
KWM
421
Kingsview Wealth Management
Oregon
$2.45M -$389K -5,535 -14%
GRP
422
Global Retirement Partners
California
$2.44M +$57.1K +813 +2%
I
423
INVST
Indiana
$2.42M +$692K +9,222 +40%
W
424
Wealthsimple
Ontario, Canada
$2.41M – – –
LWMG
425
Levy Wealth Management Group
Pennsylvania
$2.41M -$66.3K -945 -3%
15 16
17
18 19