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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 %
WMA
626
Wealth Management Associates
New Jersey
$828K -$18.6K -265 -2%
OPWM
627
Oxinas Partners Wealth Management
Indiana
$827K +$21.2K +302 +3%
MWM
628
Maripau Wealth Management
Indiana
$825K +$150K +2,040 +22%
SW
629
Solidarity Wealth
Utah
$823K -$95.7K -1,297 -10%
AWM
630
Ameliora Wealth Management
Switzerland
$821K – – –
CG
631
Caprock Group
Idaho
$820K -$1.55K -22 -0.2%
GHA
632
GW Henssler & Associates
Georgia
$812K -$338K -4,810 -29%
CA
633
Calton & Associates
Florida
$808K -$3.58M -51,048 -82%
AWM
634
Avaii Wealth Management
Wisconsin
$807K -$3.93K -56 -0.5%
FA
635
Flagstar Advisors
New York
$801K -$4.63K -66 -0.6%
KP
636
Keel Point
Alabama
$801K – – –
BWA
637
BDO Wealth Advisors
Florida
$798K -$39K -556 -5%
CWM
638
C2C Wealth Management
Arizona
$797K -$8.58K -120 -1%
BFG
639
Bouchey Financial Group
New York
$796K – – –
CFA
640
Cahill Financial Advisors
Minnesota
$792K -$25.5K -364 -3%
TF
641
TIAA FSB
Florida
$785K -$53.1K -756 -6%
PWM
642
Provident Wealth Management
Tennessee
$785K +$36.1K +515 +5%
SBL
643
Sargent Bickham Lagudis
Colorado
$784K -$7.93K -113 -1%
HNB
644
Huntington National Bank
Ohio
$778K -$1.05M – –
CPA
645
Cardiff Park Advisors
California
$778K +$912 +13 +0.1%
Macquarie Group
646
Macquarie Group
Australia
$773K -$2.68M -38,153 -78%
OBWP
647
O'Brien Wealth Partners
Massachusetts
$773K – – –
CRWM
648
Castle Rock Wealth Management
California
$771K -$6.73K -94 -0.9%
JIP
649
Jaffetilchin Investment Partners
Florida
$771K +$2.18K +31 +0.3%
LC
650
LCNB Corp
Ohio
$765K -$333K -4,750 -30%
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