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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 %
CWM
651
Concentrum Wealth Management
California
$762K +$17.6K +251 +2%
HH
652
Hilltop Holdings
Texas
$760K -$134K -1,908 -15%
SPWM
653
Schrum Private Wealth Management
Florida
$760K +$2.74K +39 +0.4%
4WM
654
4J Wealth Management
Virginia
$755K -$20.6K -293 -3%
Natixis Advisors
655
Natixis Advisors
Massachusetts
$749K -$884K -12,592 -54%
CPIA
656
Cornell Pochily Investment Advisors
New York
$735K +$294K +4,187 +67%
AWE
657
Avidian Wealth Enterprises
Texas
$733K -$598K -8,514 -45%
CFD
658
Creative Financial Designs
Indiana
$727K +$88.1K +1,255 +14%
WGCA
659
Wolf Group Capital Advisors
Virginia
$724K -$91.4K -1,301 -11%
VWM
660
Vigilare Wealth Management
Arizona
$723K -$52.2K -744 -7%
HWMA
661
Heritage Wealth Management (Arizona)
Arizona
$719K -$60.8K -866 -8%
RCM
662
Requisite Capital Management
Texas
$718K – – –
MIH
663
Meitav Investment House
Israel
$708K -$59.9K -853 -8%
GBWM
664
Granite Bay Wealth Management
New Hampshire
$706K +$1.05K +15 +0.1%
FA
665
Fountainhead AM
New Jersey
$704K -$1.19K -17 -0.2%
SP
666
Successful Portfolios
Florida
$693K +$292K +4,166 +73%
ECML
667
Eagle Capital Management (Louisiana)
Louisiana
$691K +$70 +1 +0%
SC
668
Scotia Capital
Ontario, Canada
$687K -$99.1K -1,410 -13%
SWM
669
Silverlake Wealth Management
Vermont
$686K +$7.58K +108 +1%
MCWS
670
McKinley Carter Wealth Services
West Virginia
$686K +$17K +242 +3%
VC
671
Veery Capital
Delaware
$681K -$4.07K -58 -0.6%
RFN
672
Redwood Financial Network
Ohio
$677K +$1.19K +17 +0.2%
CA
673
Continuum Advisory
Idaho
$668K -$454K -6,468 -40%
WAL
674
W Advisors LLC
Tennessee
$667K -$43.3K -617 -6%
WWP
675
WR Wealth Planners
Missouri
$657K -$30.1K -428 -4%
25 26
27
28 29