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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 %
SVWAG
576
Sound View Wealth Advisors Group
Georgia
$1.04M -$63.6K -905 -6%
CA
577
CoreCap Advisors
Michigan
$1.03M +$84.3K +1,200 +9%
Balyasny Asset Management
578
Balyasny Asset Management
Illinois
$1.02M +$99.6K +1,418 +11%
WT
579
Whittier Trust
California
$1.01M – – –
CC
580
Courier Capital
New York
$1.01M – – –
GA
581
Gateway Advisory
New Jersey
$1.01M -$43.5M -619,090 -98%
WF
582
Welch & Forbes
Massachusetts
$1.01M +$21.1K +300 +2%
FA
583
Forefront Analytics
Pennsylvania
$1M -$268K -3,823 -21%
TF
584
Trek Financial
Arizona
$997K +$66K +940 +7%
SIA
585
Soltis Investment Advisors
Utah
$997K +$199K +2,829 +25%
RWA
586
Ropes Wealth Advisors
Massachusetts
$991K +$21.1K +300 +2%
SFG
587
StrategIQ Financial Group
Indiana
$989K +$140 +2 +0%
DA
588
Detalus Advisors
Missouri
$987K +$128K +1,828 +15%
SSWM
589
Sheets Smith Wealth Management
North Carolina
$981K – – –
BCP
590
Blackhawk Capital Partners
Wisconsin
$978K +$327K +4,664 +50%
PCA
591
Peddock Capital Advisors
Massachusetts
$977K +$4.98K +71 +0.5%
NRW
592
Nova R Wealth
Kansas
$977K +$51K +727 +6%
LFGH
593
Lee Financial Group Hawaii
Hawaii
$967K +$2.74K +39 +0.3%
EWM
594
Endowment Wealth Management
Wisconsin
$956K +$49.1K +699 +5%
KOMWMG
595
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$948K +$948K +13,502 New
FTS
596
Fifth Third Securities
Ohio
$945K +$945K +13,465 New
FCA
597
FLC Capital Advisors
California
$943K -$501K -7,137 -35%
BWM
598
BCS Wealth Management
Tennessee
$941K +$6.95K +99 +0.7%
TFGT
599
TS Financial Group (TSFG)
Illinois
$936K +$281 +4 +0%
AT
600
American Trust
Kentucky
$936K +$214K +2,105 +30%
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