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iShares MSCI USA Min Vol Factor ETF
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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 %
S
426
SignatureFD
Georgia
$2.4M -$230K -3,275 -9%
BWP
427
Bernardo Wealth Planning
Pennsylvania
$2.38M -$138K -1,967 -5%
CG
428
Colony Group
Massachusetts
$2.37M -$9.4M -133,915 -80%
SW
429
SteelPeak Wealth
California
$2.36M +$72K +1,026 +3%
PFG
430
PAX Financial Group
Texas
$2.34M -$197K -2,808 -8%
MSA
431
Marino Stram & Associates
Massachusetts
$2.34M -$50.6K -721 -2%
PA
432
PFG Advisors
Arizona
$2.31M +$23.1K +329 +1%
IC
433
Inscription Capital
Texas
$2.27M – – –
SWM
434
Sugarloaf Wealth Management
Georgia
$2.26M +$211 +3 +0%
CAG
435
Curtis Advisory Group
California
$2.24M +$426K +6,074 +23%
FF
436
Friedenthal Financial
New Jersey
$2.21M -$31.8K -453 -1%
National Bank of Canada
437
National Bank of Canada
Quebec, Canada
$2.2M -$28.9K -412 -1%
WWM
438
WT Wealth Management
Arizona
$2.15M -$475K -6,769 -18%
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$2.14M +$169K +2,402 +9%
BFG
440
Berger Financial Group
Minnesota
$2.14M +$491 +7 +0%
B
441
BetterWealth
California
$2.13M -$11.8M -167,977 -85%
EP
442
Eudaimonia Partners
Tennessee
$2.08M +$1.75M +24,849 +529%
WFAG
443
Wescott Financial Advisory Group
Pennsylvania
$2.07M -$235K -3,350 -10%
9WM
444
9258 Wealth Management
Ohio
$2.06M -$39K -556 -2%
SAMC
445
Spectrum Asset Management (California)
California
$2.06M +$87.1K +1,241 +4%
REMPR
446
Roof Eidam Maycock Peralta (REMP)
California
$2.04M – – –
MWM
447
Meridian Wealth Management
Kentucky
$2.03M +$2.03M +28,872 New
SFWC
448
Strategic Family Wealth Counselors
New Jersey
$1.98M +$211 +3 +0%
PJSIMP
449
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.97M -$147K -1,984 -7%
PBF
450
Petix & Botte Financial
California
$1.96M -$1.98M -28,239 -50%
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