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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 %
APWA
451
Atlas Private Wealth Advisors
New Jersey
$1.96M -$720K -10,257 -27%
CG
452
CFO4Life Group
Texas
$1.95M -$38.7K -551 -2%
TGAM
453
TBH Global Asset Management
Tennessee
$1.94M +$111K +1,585 +6%
KWS
454
Keystone Wealth Services
California
$1.94M -$91K -1,296 -4%
FPS
455
Fieldpoint Private Securities
Connecticut
$1.94M -$95K -1,353 -5%
SWA
456
Stratos Wealth Advisors
Ohio
$1.92M +$243K +3,465 +14%
PIMG
457
Patriot Investment Management Group
Tennessee
$1.92M +$103K +1,467 +6%
BW
458
Bison Wealth
Georgia
$1.91M +$1.4M +19,984 +274%
AWM
459
Aries Wealth Management
Maine
$1.91M +$1.91M +27,255 New
FFG
460
Ford Financial Group
California
$1.88M -$43.4K -618 -2%
SF
461
Synovus Financial
Georgia
$1.87M -$60.6K -864 -3%
JFG
462
JMG Financial Group
Illinois
$1.87M -$7.02K -100 -0.4%
APWM
463
Atlas Private Wealth Management
New York
$1.87M +$6.67K +95 +0.4%
OPS
464
Orion Portfolio Solutions
Nebraska
$1.87M +$385K +5,488 +26%
PTC
465
Private Trust Company
Ohio
$1.86M -$299K -4,255 -14%
APA
466
Astoria Portfolio Advisors
New York
$1.85M +$257K +3,666 +16%
BFA
467
BMS Financial Advisors
South Dakota
$1.84M +$282K +3,487 +18%
PD
468
Planning Directions
Pennsylvania
$1.83M -$103K -1,469 -5%
CA
469
CGN Advisors
Kansas
$1.83M +$81.9K +1,167 +5%
TWM
470
Triton Wealth Management
Arizona
$1.82M -$192K -2,615 -10%
HWM
471
HB Wealth Management
Georgia
$1.82M -$39.1K -557 -2%
BWIA
472
Bryant Woods Investment Advisors
New York
$1.82M -$224K -3,194 -11%
SA
473
Scarborough Advisors
Maryland
$1.82M +$533K +7,590 +42%
VWA
474
VERITY Wealth Advisors
United States
$1.82M -$318K -4,532 -15%
FAM
475
Forte Asset Management
New York
$1.78M +$1.78M +25,334 New
17 18
19
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