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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 %
WCA
676
Waypoint Capital Advisors
Minnesota
$656K +$144K +2,054 +28%
MPCG
677
Matrix Private Capital Group
New York
$652K -$131K -1,870 -17%
BI
678
Berkeley Inc
Idaho
$646K -$838K -11,937 -56%
FG
679
Fiduciary Group
Georgia
$641K – – –
AGP
680
Autumn Glory Partners
Texas
$641K – – –
NCM
681
NCM Capital Management
New Jersey
$639K -$4.7K -67 -0.7%
JSL
682
JT Stratford LLC
Georgia
$638K -$42.3K -602 -6%
T
683
TRUADVICE
Florida
$627K +$193K +2,617 +45%
IWA
684
Intercontinental Wealth Advisors
Texas
$626K +$842 +12 +0.1%
TPWM
685
Twelve Points Wealth Management
Massachusetts
$625K -$8.64K -123 -1%
EL
686
EMFO LLC
Florida
$622K – – –
RJTCONH
687
Raymond James Trust Company of New Hampshire
New Hampshire
$621K -$4.98K -71 -0.8%
PP
688
PDS Planning
Ohio
$620K -$62.4K -889 -9%
TAM
689
Townsend Asset Management
North Carolina
$619K -$18.3K -260 -3%
EGA
690
E&G Advisors
Texas
$615K – – –
CF
691
Clarity Financial
Texas
$609K +$49.5K +705 +9%
APW
692
Aurora Private Wealth
New Jersey
$607K – – –
CC
693
Copperleaf Capital
North Carolina
$607K +$5.48K +78 +0.9%
CAM
694
Cidel Asset Management
Ontario, Canada
$606K – – –
KIA
695
KCM Investment Advisors
California
$605K – – –
SIM
696
Seaview Investment Managers
Florida
$597K – – –
Neuberger Berman Group
697
Neuberger Berman Group
New York
$594K -$25.8K -367 -4%
ACS
698
Archford Capital Strategies
Illinois
$592K +$142K +2,026 +32%
PFA
699
Pinnacle Family Advisors
Missouri
$591K +$5.4K +77 +0.9%
BWM
700
Baystate Wealth Management
Massachusetts
$590K +$176K +2,507 +42%
26 27
28
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