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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 %
VFA
801
Valeo Financial Advisors
Indiana
$354K -$47.7K -680 -12%
PGFC
802
Peapack-Gladstone Financial Corp
New Jersey
$354K – – –
SLWA
803
San Luis Wealth Advisors
California
$352K +$12K +171 +4%
NCM
804
Novare Capital Management
North Carolina
$351K -$361K -5,134 -51%
RCG
805
Resource Consulting Group
Florida
$351K – – –
SCM
806
Shelton Capital Management
Colorado
$351K – – –
APIM
807
Agate Pass Investment Management
Washington
$351K – – –
BFPW
808
BOK Financial Private Wealth
Colorado
$351K +$351K +4,995 New
SB
809
Sunflower Bank
Texas
$349K – – –
WB
810
Webster Bank
Connecticut
$347K -$140K -2,002 -29%
ACP
811
Aveo Capital Partners
Colorado
$347K -$40.1K -571 -10%
DY
812
Dowling & Yahnke
California
$347K -$23.8K -339 -6%
CCG
813
Cypress Capital Group
Florida
$344K – – –
VVP
814
Venture Visionary Partners
Ohio
$339K – – –
PCM
815
Parsons Capital Management
Rhode Island
$339K +$36.4K +519 +12%
PCIA
816
Prime Capital Investment Advisors
Kansas
$338K +$41K +584 +14%
MAM
817
MMA Asset Management
Pennsylvania
$337K – – –
OWA
818
Outlook Wealth Advisors
Texas
$335K -$1.68M -23,924 -83%
RIM
819
Regent Investment Management
Kentucky
$335K +$10.5K +150 +3%
SA
820
Stewardship Advisors
Pennsylvania
$334K +$211 +3 +0.1%
PFO
821
Pathstone Family Office
New Jersey
$332K +$57.3K +817 +21%
AC
822
Abbrea Capital
California
$332K – – –
3LCM
823
3D/L Capital Management
Connecticut
$328K +$5.97K +85 +2%
MA
824
MKT Advisors
California
$328K +$12.7K +179 +4%
MHB
825
Midwest Heritage Bank
Iowa
$327K -$29.4K -419 -8%
31 32
33
34 35