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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 %
FH
701
FWG Holdings
Florida
$583K -$46.3K -659 -7%
DWT
702
Dorsey & Whitney Trust
South Dakota
$581K +$11K +157 +2%
AIA
703
AIMZ Investment Advisors
California
$563K – – –
H6H
704
Hightower 6M Holding
Kansas
$561K +$1.05K +15 +0.2%
MGIA
705
Moneta Group Investment Advisors
Missouri
$561K +$76.7K +1,093 +16%
TIA
706
Traphagen Investment Advisors
New Jersey
$559K -$19.1K -272 -3%
SPAS
707
Spectrum Planning & Advisory Services
California
$559K +$19.4K +276 +4%
TA
708
TrueWealth Advisors
Alabama
$556K -$106K -1,502 -16%
VWM
709
Venturi Wealth Management
Texas
$555K -$4.57K -65 -0.8%
DP
710
Denver PWM
Colorado
$552K -$143K -2,029 -21%
BF
711
BOK Financial
Oklahoma
$550K +$912 +13 +0.2%
MHS
712
M Holdings Securities
Oregon
$547K -$692K -9,854 -56%
SS
713
Sunbelt Securities
Texas
$547K -$156K -2,223 -22%
VFIC
714
Valley Forge Investment Consultants
Pennsylvania
$540K +$4.63K +66 +0.9%
SWM
715
Selective Wealth Management
Virginia
$530K +$146K +2,084 +38%
OC
716
Oppenheimer & Co
New York
$528K -$15.8K -225 -3%
GWM
717
GSB Wealth Management
Connecticut
$525K +$281 +4 +0.1%
PMG
718
ProVise Management Group
Florida
$524K +$4.42K +63 +0.9%
GIA
719
Guyasuta Investment Advisors
Pennsylvania
$522K – – –
HSA
720
HBK Sorce Advisory
Pennsylvania
$511K -$313K -4,458 -38%
CSPIA
721
Cary Street Partners Investment Advisory
Virginia
$507K -$48.1K -685 -9%
WA
722
Waddell & Associates
Tennessee
$503K – – –
RPSA
723
Richard P. Slaughter Associates
Texas
$502K -$127K -1,817 -20%
CA
724
Claro Advisors
Massachusetts
$499K -$551K -7,850 -52%
MWM
725
MorganRosel Wealth Management
Colorado
$496K +$19.2K +274 +4%
27 28
29
30 31