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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
1
Fidelity Investments
Massachusetts
$1.03B
2
AC
2
Allstate Corporation
Illinois
$304M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$94.6M
4
Bank of America
4
Bank of America
North Carolina
$1.5B
5
BlackRock
5
BlackRock
New York
$777M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$6.87M
2
HI
2
Horizon Investments
North Carolina
$64.9M
3
PI
3
PFS Investments
Georgia
$24.9M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$96.8M
5
GA
5
Gateway Advisory
New Jersey
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$104M +$411K +5,852 +0.4%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$96.8M -$56.9M -810,000 -37%
Capstone Investment Advisors
28
Capstone Investment Advisors
New York
$94.6M +$94.6M +1,347,200 New
AWS
29
AJ Wealth Strategies
New York
$92.8M -$1.92M -27,301 -2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$92.4M +$27M +384,037 +41%
CA
31
Cetera Advisors
Colorado
$90.4M -$1.18M -16,869 -1%
AssetMark Inc
32
AssetMark Inc
California
$85.9M -$7.83M -111,483 -8%
JIC
33
Johnson Investment Counsel
Ohio
$80M +$1.07M +15,273 +1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$78.5M +$2.3M +32,766 +3%
MML Investors Services
35
MML Investors Services
Massachusetts
$77.3M +$800K +11,389 +1%
FA
36
Financial Advisors
Massachusetts
$71.4M +$2.31M +32,911 +3%
Two Sigma Investments
37
Two Sigma Investments
New York
$70.4M +$24.1M +343,800 +52%
HI
38
Horizon Investments
North Carolina
$64.9M -$111M -1,580,048 -63%
SP
39
Symmetry Partners
Connecticut
$64.6M +$2.69M +38,382 +4%
GW
40
GW & Wade
Massachusetts
$63.5M -$654K -9,309 -1%
IWC
41
Integrated Wealth Concepts
Massachusetts
$62.3M -$3.43M -48,905 -5%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$57.8M -$1.27M -18,124 -2%
5L
43
55I LLC
Massachusetts
$57.6M +$1.97M +27,998 +4%
LFA
44
Legacy Financial Advisors
Kentucky
$57.5M -$3.7M -52,725 -6%
SPIA
45
Steward Partners Investment Advisory
New York
$50.8M +$1.49M +21,285 +3%
PAG
46
Private Advisor Group
New Jersey
$49.3M +$99.2K +1,413 +0.2%
HF
47
Halpern Financial
Virginia
$48.2M +$3.18M +45,228 +7%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$47.5M +$16.2M +231,000 +52%
WAOI
49
Wealth Advisors of Iowa
Iowa
$47.1M +$31.6M +434,706 +203%
CI
50
CX Institutional
Indiana
$44.2M +$37.6M +535,415 +565%
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