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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 %
IGWM
826
ICA Group Wealth Management
Colorado
$327K -$16.7K -220 -5%
RCM
827
Raleigh Capital Management
North Carolina
$326K -$354K -5,030 -52%
OFG
828
Oxford Financial Group
Indiana
$320K -$242K -3,452 -43%
CCM
829
Crabel Capital Management
California
$318K -$1.6M -22,839 -83%
FFWM
830
Future Financial Wealth Management
Ohio
$318K – – –
NWMG
831
National Wealth Management Group
Ohio
$317K -$893K -12,721 -74%
B
832
Bridgeworth
Alabama
$315K -$9.48K -135 -3%
DWMG
833
DB Wealth Management Group
California
$310K +$141 +2 +0%
SW
834
SVB Wealth
Massachusetts
$309K – – –
LRWA
835
Long Run Wealth Advisors
New York
$309K +$2.39K +34 +0.8%
TPWA
836
TRUE Private Wealth Advisors
Oregon
$308K -$43.3K -617 -12%
MMM
837
Mendel Money Management
Illinois
$307K -$40.5K -578 -12%
SAM
838
Strategic Asset Management
Minnesota
$306K -$562 -8 -0.2%
ACA
839
Anchor Capital Advisors
Massachusetts
$305K – – –
JBA
840
Johnson Bixby & Associates
Washington
$304K -$5.33K -76 -2%
AIC
841
Archer Investment Corporation
Indiana
$304K – – –
ABLA
842
Alan B. Lancz & Associates
Ohio
$303K +$303K +4,100 New
FCI
843
Financial Counselors Inc
Kansas
$302K – – –
G
844
GenTrust
Florida
$300K – – –
IA
845
Insight Advisors
Pennsylvania
$299K -$26.8K -363 -8%
CFG
846
Cooper Financial Group
California
$296K -$31.8K -454 -10%
PA
847
Pinnacle Associates
New York
$296K -$12K -170 -4%
TC
848
TownSquare Capital
Utah
$295K +$95.1K +1,353 +48%
MCA
849
MSH Capital Advisors
Arizona
$293K -$18K -256 -6%
CTFG
850
Capstone Triton Financial Group
Oklahoma
$293K – – –
32 33
34
35 36