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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 %
AF
476
Advisornet Financial
Minnesota
$1.76M -$233K -3,311 -12%
MCA
477
Magnolia Capital Advisors
Mississippi
$1.75M -$214K -3,044 -11%
ARC
478
Advisor Resource Council
Texas
$1.74M +$610K +8,695 +54%
FFWA
479
FRG Family Wealth Advisors
Washington
$1.72M -$27.7K -395 -2%
MWM
480
Mattern Wealth Management
Kansas
$1.71M – – –
TSA
481
Tri-Star Advisors
Texas
$1.7M +$29.4K +414 +2%
SXL
482
Summit X LLC
Missouri
$1.7M -$20.5K -294 -1%
D
483
Diversified
Delaware
$1.7M -$207K -2,945 -11%
TFS
484
Thoroughbred Financial Services
Tennessee
$1.7M -$329K -4,684 -16%
SMG
485
Spectrum Management Group
Indiana
$1.69M -$571K -8,125 -25%
FPCP
486
Fort Point Capital Partners
California
$1.69M -$4.42K -63 -0.3%
CFCI
487
Comprehensive Financial Consultants Institutional
Indiana
$1.69M -$75.3K -1,067 -4%
BWM
488
BCGM Wealth Management
Indiana
$1.66M -$56.3K -763 -3%
BL
489
BFSG LLC
California
$1.66M -$272K -3,874 -14%
FG
490
Foster Group
Iowa
$1.66M +$142K +2,015 +9%
RB
491
Renasant Bank
Mississippi
$1.66M +$126K +1,795 +8%
KWM
492
Kaydan Wealth Management
Michigan
$1.65M -$24.2M -344,017 -94%
KFS
493
Kelly Financial Services
Massachusetts
$1.65M -$3.56M -50,662 -68%
LWM
494
Liberty Wealth Management
California
$1.61M +$115K +1,646 +8%
PCA
495
Pallas Capital Advisors
Massachusetts
$1.61M -$789 -11 -0%
DE
496
Day & Ennis
Georgia
$1.61M +$78.2K +1,114 +5%
T
497
TNF
Montana
$1.6M +$114K +1,592 +8%
TWM
498
Tradition Wealth Management
Minnesota
$1.57M -$335K -4,773 -18%
BIA
499
Bell Investment Advisors
California
$1.56M +$1.56M +22,264 New
WA
500
Wealth Alliance
New York
$1.54M +$228K +3,243 +17%
18 19
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