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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 %
BHWM
551
Bay Harbor Wealth Management
Maryland
$1.16M +$50.1K +713 +5%
EWA
552
EP Wealth Advisors
California
$1.15M -$92.2K -1,313 -7%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$53.3K +759 +5%
CIBC Private Wealth Group
554
CIBC Private Wealth Group
Georgia
$1.15M -$77.9K -1,109 -6%
CFAM
555
Center For Asset Management
Florida
$1.15M -$133K -1,901 -10%
JGCM
556
Joseph Group Capital Management
Ohio
$1.14M -$90K -1,282 -7%
FBFS
557
First Business Financial Services
Wisconsin
$1.13M – – –
C1AG
558
Client 1st Advisory Group
Florida
$1.13M +$5.83K +83 +0.5%
WMS
559
Wealth Management Solutions
Pennsylvania
$1.12M -$240K -3,416 -18%
AWM
560
Atticus Wealth Management
Florida
$1.12M +$3.58K +51 +0.3%
OCM
561
One Capital Management
California
$1.11M +$1.11M +15,815 New
WI
562
WrapManager Inc
California
$1.09M -$10.7K -152 -1%
CAM
563
Concorde Asset Management
Michigan
$1.08M -$78.5K -1,118 -7%
AA
564
Advisory Alpha
Michigan
$1.08M -$7.16K -102 -0.7%
Squarepoint
565
Squarepoint
New York
$1.07M -$1.36M -19,314 -56%
ACM
566
AlphaStar Capital Management
North Carolina
$1.07M +$16.3K +232 +2%
WA
567
WBH Advisory
Maryland
$1.07M +$43.1K +605 +4%
KWM
568
Keebeck Wealth Management
Illinois
$1.07M -$14.3K -203 -1%
MP
569
McDonald Partners
Ohio
$1.06M – – –
IP
570
Intellectus Partners
California
$1.05M -$19K -271 -2%
CT
571
Columbia Trust
Oregon
$1.05M – – –
YWS
572
Yarger Wealth Strategies
Ohio
$1.04M -$2.5K -35 -0.2%
TVAMP
573
Tennessee Valley Asset Management Partners
Tennessee
$1.04M -$41.9K -597 -4%
FHA
574
First Horizon Advisors
Tennessee
$1.04M +$896K +12,775 +613%
PWMG
575
Provence Wealth Management Group
California
$1.04M +$45.8K +653 +5%
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