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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
+$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 %
STA
501
Summit Trail Advisors
New York
$1.53M -$95.8K -1,365 -6%
WP
502
WealthShield Partners
North Carolina
$1.52M +$32K +456 +2%
SFG
503
Sovereign Financial Group
Connecticut
$1.51M -$2.95K -42 -0.2%
KPWS
504
Kestra Private Wealth Services
Texas
$1.51M -$340K -4,844 -18%
EA
505
Emerald Advisors
Washington
$1.51M +$97.8K +1,393 +7%
Betterment LLC
506
Betterment LLC
New York
$1.5M +$1.5M +21,360 New
BFEC
507
Benjamin F. Edwards & Company
Missouri
$1.49M -$8.08K -115 -0.5%
EFG
508
Erickson Financial Group
Pennsylvania
$1.48M -$88K -1,253 -6%
NR
509
Newfound Research
Massachusetts
$1.45M -$514K -7,317 -26%
WI
510
Wintrust Investments
Illinois
$1.45M +$539K +7,672 +59%
AWM
511
Alterna Wealth Management
Texas
$1.45M -$23.9K -341 -2%
EL
512
EQ LLC
Washington
$1.45M +$466K +6,636 +48%
DB
513
Dravo Bay
Delaware
$1.44M -$123K -1,712 -8%
BEI
514
Benjamin Edwards Inc
Missouri
$1.43M -$59.4K -846 -4%
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$1.41M +$10.3K +147 +0.7%
CMS
516
Capital Market Strategies
Florida
$1.41M -$10.3K -147 -0.7%
AWA
517
Arkadios Wealth Advisors
Georgia
$1.4M -$91.8K -1,308 -6%
BDF
518
Black Diamond Financial
Maryland
$1.39M – – –
BFS
519
Bickling Financial Services
Massachusetts
$1.39M -$83.6K -1,191 -6%
CIBC World Market
520
CIBC World Market
Ontario, Canada
$1.38M -$702 -10 -0.1%
MYIA
521
Mount Yale Investment Advisors
Colorado
$1.36M +$111K +1,580 +9%
MCM
522
Manchester Capital Management
Vermont
$1.36M +$1.36M +19,400 New
FMN
523
Financial Management Network
California
$1.36M -$5.97K -84 -0.4%
TP
524
Tranquility Partners
Tennessee
$1.34M +$51K +726 +4%
RBFC
525
Roman Butler Fullerton & Co
Missouri
$1.33M +$640 +9 +0%
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