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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 %
GA
601
Greytown Advisors
Florida
$935K – – –
FSA
602
Financial Sense Advisors
California
$932K -$8.85M -126,048 -90%
CCFM
603
Clear Creek Financial Management
Washington
$932K -$633K -9,016 -40%
MLA
604
My Legacy Advisors
Oregon
$924K -$195K -2,735 -17%
PWG
605
Private Wealth Group
Florida
$914K -$52.6K -749 -5%
WS
606
Wedbush Securities
California
$913K -$184K -2,622 -17%
SWM
607
SigFig Wealth Management
California
$911K +$146K +1,656 +19%
MWM
608
MBE Wealth Management
Wisconsin
$903K -$29.5K -420 -3%
DWP
609
Destiny Wealth Partners
Florida
$902K -$8.02M -114,330 -90%
PPP
610
Private Portfolio Partners
New Jersey
$900K -$25.6K -364 -3%
GLLW
611
Graves Light Lenhart Wealth
Virginia
$899K -$113K -1,612 -11%
EPA
612
Element Pointe Advisors
Florida
$889K -$6.11K -87 -0.7%
USCWA
613
U.S. Capital Wealth Advisors
Texas
$889K +$889K +12,659 New
LC
614
Lincoln Capital
Nebraska
$884K +$7.58K +108 +0.9%
MC
615
Moors & Cabot
Massachusetts
$875K +$351 +5 +0%
MCIA
616
Mountain Capital Investment Advisors
Colorado
$869K +$22.4K +313 +3%
TFA
617
Tranquilli Financial Advisor
New Jersey
$857K -$3M -42,718 -78%
WMA
618
West Michigan Advisors
Michigan
$852K -$30.8K -439 -3%
WCG
619
Wall Capital Group
Arizona
$850K -$1.23M -17,168 -59%
MA
620
MUFG Americas
New York
$846K +$133K +1,891 +19%
SAM
621
Strategy Asset Managers
California
$842K +$62.7K +893 +8%
RL
622
Retireful LLC
Michigan
$842K +$582K +8,293 +224%
FCFC
623
First Citizens Financial Corp
Iowa
$840K -$79.9K -1,138 -9%
LF
624
Lantz Financial
Illinois
$840K +$55.9K +796 +7%
WEG
625
World Equity Group
Illinois
$836K -$1.34M -19,070 -62%
23 24
25
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