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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 %
CWM
526
CCG Wealth Management
California
$1.31M – – –
OCM
527
Orion Capital Management
California
$1.31M -$567K -8,070 -30%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$1.31M +$879K +12,518 +206%
ISB
529
Iowa State Bank
Iowa
$1.3M -$101K -1,442 -7%
SEP
530
Southland Equity Partners
Missouri
$1.28M -$15K -213 -1%
PIA
531
Perennial Investment Advisors
California
$1.28M -$44.5K -634 -3%
CWA
532
Clearview Wealth Advisors
Oregon
$1.27M -$288K -4,107 -18%
IAN
533
Integrated Advisors Network
Texas
$1.27M -$237K -3,381 -16%
RA
534
Riversedge Advisors
Delaware
$1.26M +$6.6K +94 +0.5%
SFP
535
Shepherd Financial Partners
Massachusetts
$1.25M +$70 +1 +0%
SIA
536
Strategic Investment Advisors
Michigan
$1.24M -$38.9K -554 -3%
FDCC
537
Foster Dykema Cabot & Co
Massachusetts
$1.24M -$170K -2,427 -12%
JCM
538
Jacobi Capital Management
Pennsylvania
$1.24M -$10.7K -152 -0.9%
BCA
539
Bay Colony Advisors
Massachusetts
$1.23M -$1.18K -16 -0.1%
KCM
540
Kathmere Capital Management
Pennsylvania
$1.22M -$769K -10,947 -39%
OWM
541
OneAscent Wealth Management
Alabama
$1.2M -$110K -1,571 -8%
FWP
542
Firethorn Wealth Partners
Georgia
$1.2M +$190K +2,586 +19%
RI
543
Ridgewood Investments
New Jersey
$1.2M +$492 +7 +0%
AWM
544
Aspire Wealth Management
Massachusetts
$1.2M -$221K -3,154 -16%
SG
545
StoneX Group
New York
$1.18M +$238K +3,385 +25%
SWP
546
ShoreHaven Wealth Partners
New Jersey
$1.18M +$393K +5,604 +50%
FCH
547
Freestone Capital Holdings
Washington
$1.18M -$110K -1,574 -9%
VWA
548
V Wealth Advisors
Kansas
$1.18M -$1.69K -24 -0.1%
TCA
549
Transcend Capital Advisors
New Jersey
$1.17M -$59.4K -846 -5%
CWM
550
Centric Wealth Management
Illinois
$1.17M -$46K -655 -4%
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