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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 %
FNBT
851
FineMark National Bank & Trust
Florida
$293K +$1.26K +18 +0.4%
CPSC
852
Carl P. Sherr & Co
Massachusetts
$292K – – –
STB
853
S&T Bank
Pennsylvania
$290K -$42.2K -601 -13%
AWM
854
Altium Wealth Management
New York
$290K +$65.5K +932 +29%
WMG
855
WESCAP Management Group
California
$288K – – –
WAG
856
Winthrop Advisory Group
Massachusetts
$284K -$9.61K -137 -3%
BMCM
857
Burns Matteson Capital Management
New York
$283K -$69.7K -993 -20%
MFG
858
Monumental Financial Group
Maryland
$282K +$282K +4,010 New
SF
859
Summit Financial
New Jersey
$282K – – –
LWAC
860
Laurel Wealth Advisors (California)
California
$280K -$144K -2,052 -34%
VCA
861
Verdence Capital Advisors
Maryland
$280K -$3.44K -49 -1%
PP
862
Patten & Patten
Tennessee
$279K -$1.76K -25 -0.6%
VC
863
Vicus Capital
Pennsylvania
$278K -$125K -1,785 -31%
RCM
864
Rain Capital Management
Oregon
$278K -$90.4K -1,288 -25%
FA
865
FDx Advisors
Illinois
$274K +$62.4K +890 +29%
GSWM
866
Greenup Street Wealth Management
Michigan
$271K -$2.25M -32,054 -89%
FRA
867
Front Row Advisors
California
$271K – – –
CAWM
868
Capital Advisors Wealth Management
Washington
$270K +$21.9K +312 +9%
RP
869
Rowlandmiller & Partners
Georgia
$269K – – –
CWM
870
Congress Wealth Management
Massachusetts
$263K -$27K -385 -9%
HFS
871
Horizon Financial Services
North Carolina
$263K -$6.59K -94 -2%
LNB
872
Ledyard National Bank
$263K -$5.12K -73 -2%
MSCM
873
McElhenny Sheffield Capital Management
Texas
$262K -$1.05K -15 -0.4%
QPWM
874
Quadrant Private Wealth Management
Pennsylvania
$261K +$11K +157 +4%
GAM
875
Gould Asset Management
California
$261K +$261K +3,711 New
33 34
35
36 37