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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 %
SFG
776
Sage Financial Group
Pennsylvania
$394K +$394K +5,612 New
SWA
777
SFMG Wealth Advisors
Texas
$393K – – –
AB
778
Atlas Brown
Kentucky
$393K +$1.05K +15 +0.3%
MHR
779
Matthew Hamilton Rosenberg
$393K +$9.52K +134 +2%
MWM
780
Mission Wealth Management
California
$393K +$98.9K +1,407 +34%
DT
781
Diversified Trust
Tennessee
$392K – – –
PWW
782
Pettyjohn Wood & White
Virginia
$386K – – –
Bessemer Group
783
Bessemer Group
New Jersey
$383K – – –
CTI
784
Community Trust & Investment
Kentucky
$381K – – –
SS
785
Simplicity Solutions
Minnesota
$380K -$2.6K -37 -0.7%
PFA
786
Professional Financial Advisors
Nebraska
$380K -$1.26K -18 -0.3%
WWM
787
Wagner Wealth Management
South Carolina
$379K -$379K -5,400 -50%
SW
788
SlateStone Wealth
Florida
$379K +$281 +4 +0.1%
CAN
789
Claraphi Advisory Network
United States
$378K +$39.5K +563 +12%
FFA
790
Founders Financial Alliance
North Carolina
$377K -$11.1K -158 -3%
KWM
791
Kolinsky Wealth Management
New Jersey
$372K +$372K +5,296 New
BTWM
792
Baker Tilly Wealth Management
Wisconsin
$367K -$4.14K -59 -1%
BJL
793
Brighton Jones LLC
Washington
$366K -$200K -2,850 -35%
GSIS
794
Global Strategic Investment Solutions
Arizona
$365K +$1.26K +18 +0.3%
GBT
795
Grove Bank & Trust
Florida
$363K +$11.8K +168 +3%
BCMO
796
Buckingham Capital Management (Ohio)
Ohio
$362K +$16K +228 +5%
AA
797
Aire Advisors
California
$362K +$18.2K +259 +5%
FNT
798
First National Trust
Pennsylvania
$361K – – –
Koshinski Asset Management
799
Koshinski Asset Management
Illinois
$357K +$73.4K +1,046 +26%
FF
800
FourThought Financial
Florida
$355K -$1.82K -26 -0.5%
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