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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 %
DAS
751
Dynamic Advisor Solutions
Arizona
$435K -$67.6K -963 -13%
ABC
752
Associated Banc-Corp
Wisconsin
$434K – – –
FCIM
753
Fairview Capital Investment Management
California
$433K -$235K -3,350 -35%
EWM
754
Evermay Wealth Management
Virginia
$432K – – –
SOS
755
Silver Oak Securities
Tennessee
$430K -$1.31M -18,306 -75%
AFO
756
Allie Family Office
Florida
$430K – – –
FA
757
Fermata Advisors
California
$428K -$154K -2,194 -26%
State Street
758
State Street
Massachusetts
$428K -$16.1K -229 -4%
PWMG
759
Prestige Wealth Management Group
New Jersey
$428K +$4.84K +69 +1%
RFC
760
Regions Financial Corp
Alabama
$424K -$60K -855 -12%
LA
761
Latitude Advisors
Florida
$423K -$882K -12,571 -68%
RF
762
Rollins Financial
Georgia
$420K -$38.7K -551 -8%
LA
763
LexAurum Advisors
Kansas
$417K +$4.49K +64 +1%
NRI
764
NFP Retirement Inc
California
$417K +$30.8K +439 +8%
SC
765
Sinecera Capital
Texas
$416K +$913 +13 +0.2%
OPA
766
Old Port Advisors
Maine
$415K -$78.1K -1,102 -16%
PL
767
Parthenon LLC
Kentucky
$412K -$19.3K -275 -4%
JAG
768
Journey Advisory Group
Kentucky
$412K +$412K +5,606 New
WQ
769
Wealth Quarterback
New Jersey
$410K +$410K +5,838 New
AWP
770
Ascent Wealth Partners
New York
$409K -$5.75K -82 -1%
NWM
771
Northcape Wealth Management
New York
$408K -$49.3K -702 -11%
HCA
772
Heck Capital Advisors
Wisconsin
$407K +$140 +2 +0%
AP
773
Appleton Partners
Massachusetts
$405K +$89.1K +1,269 +28%
CRCM
774
Corbett Road Capital Management
Virginia
$401K +$401K +5,717 New
AFP
775
Ausdal Financial Partners
Iowa
$398K -$14.4K -205 -3%
29 30
31
32 33