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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 %
SWMP
876
Signature Wealth Management Partners
New Jersey
$259K – – –
SFA
877
Sequoia Financial Advisors
Ohio
$258K +$21.2K +303 +9%
WWM
878
WJ Wealth Management
Arizona
$256K +$36.9K +525 +17%
WC
879
Whitney & Co
New York
$254K -$190K -2,699 -43%
IWN
880
Independent Wealth Network
Iowa
$251K +$251K +3,579 New
PSF
881
Pacific Sun Financial
California
$250K -$15.4K -220 -6%
QCM
882
Quantinno Capital Management
New York
$250K +$250K +3,566 New
RFN
883
RDA Financial Network
Iowa
$249K -$59.9K -853 -19%
HCM
884
Hengehold Capital Management
Ohio
$248K – – –
HFS
885
Howard Financial Services
Texas
$248K +$702 +10 +0.3%
AFM
886
Andesa Financial Management
Pennsylvania
$246K -$7.79K -111 -3%
DC
887
Davenport & Co
Virginia
$245K -$365K -5,194 -60%
LAM
888
LifePro Asset Management
California
$244K – – –
BSW
889
Buckingham Strategic Wealth
Missouri
$243K +$30.7K +438 +14%
SPI
890
Sutton Place Investors
New York
$241K -$14.3K -204 -6%
ESB
891
Essex Savings Bank
Connecticut
$241K – – –
AWMS
892
Advocacy Wealth Management Services
Georgia
$241K +$146K +2,083 +155%
HKIMG
893
Hutchens & Kramer Investment Management Group
Indiana
$240K -$3.98K -56 -2%
RP
894
Riverwater Partners
Wisconsin
$240K – – –
CCA
895
Clearwater Capital Advisors
Illinois
$239K – – –
BDFN
896
Bond & Devick Financial Network
Minnesota
$239K – – –
KIG
897
Kowal Investment Group
Wisconsin
$239K +$35.7K +509 +18%
AWM
898
Aevitas Wealth Management
Massachusetts
$237K -$6.47K -92 -3%
MAG
899
Mayfair Advisory Group
Alabama
$236K – – –
CFS
900
Cannon Financial Strategists
Georgia
$234K +$234K +3,336 New
34 35
36
37 38