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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.

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
1
Fidelity Investments
Massachusetts
$1.03B
2
AC
2
Allstate Corporation
Illinois
$304M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$94.6M
4
Bank of America
4
Bank of America
North Carolina
$1.5B
5
BlackRock
5
BlackRock
New York
$777M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$6.87M
2
HI
2
Horizon Investments
North Carolina
$64.9M
3
PI
3
PFS Investments
Georgia
$24.9M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$96.8M
5
GA
5
Gateway Advisory
New Jersey
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$42.3M +$949K +13,521 +2%
KeyBank National Association
52
KeyBank National Association
Ohio
$40.7M +$2.24M +31,867 +6%
FFA
53
Fragasso Financial Advisors
Pennsylvania
$40.3M +$1.48M +21,126 +4%
Stifel Financial
54
Stifel Financial
Missouri
$38.8M +$3.67M +52,270 +10%
KAS
55
Kestra Advisory Services
Texas
$36.8M +$379K +5,395 +1%
DLIC
56
Daido Life Insurance Company
Japan
$36M – – –
SAS
57
Sanford Advisory Services
Michigan
$35.9M -$1.01M -14,320 -3%
SWP
58
Stratos Wealth Partners
Ohio
$35.4M +$2.4M +34,128 +7%
AWAG
59
ARS Wealth Advisors Group
Florida
$35.4M -$291K -4,146 -0.8%
IDA
60
Intelligence Driven Advisers
California
$35.3M -$3.18M -44,662 -8%
HighTower Advisors
61
HighTower Advisors
Illinois
$35M -$869K -12,387 -2%
KA
62
Klingman & Associates
New York
$33.5M -$485K -6,901 -1%
Truist Financial
63
Truist Financial
North Carolina
$33.2M -$1.12M -16,000 -3%
AllianceBernstein
64
AllianceBernstein
Tennessee
$31.8M -$12.4M -177,299 -28%
Goldman Sachs
65
Goldman Sachs
New York
$30.5M +$16.3M +232,274 +115%
CAG
66
Crestwood Advisors Group
Massachusetts
$30.2M +$79.8K +1,136 +0.3%
GT
67
Glenmede Trust
Pennsylvania
$29.8M -$1.92M -27,324 -6%
GWM
68
Geneos Wealth Management
Colorado
$29.8M -$2.98M -41,907 -9%
M&T Bank
69
M&T Bank
New York
$28.8M +$6.12M +123,598 +27%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$28.7M +$6.27M +89,331 +28%
UCFA
71
United Capital Financial Advisors
Texas
$27.5M -$1.81M -25,799 -6%
AWM
72
AE Wealth Management
Kansas
$26.8M -$14.7M -209,000 -35%
AAS
73
Avantax Advisory Services
Texas
$26.8M -$1.49M -21,206 -5%
BPA
74
Beacon Pointe Advisors
California
$26.7M -$3.23M -46,034 -11%
SIA
75
Sovereign Investment Advisors
Arizona
$26.6M +$76K +1,082 +0.3%
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3
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