USMV icon

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 %
FMI
901
F/M Investments
District of Columbia
$234K +$234K +3,181 New
AAS
902
Annex Advisory Services
Wisconsin
$234K +$234K +3,335 New
CFP
903
Cypress Financial Planning
New Jersey
$233K +$233K +3,313 New
CBN
904
Cadence Bank NA
Texas
$233K +$233K +3,322 New
ACM
905
Advisors Capital Management
New Jersey
$230K -$58.3K -831 -20%
APW
906
Acima Private Wealth
Virginia
$230K – – –
FC
907
Fusion Capital
South Carolina
$228K +$2.39K +34 +1%
DAM
908
Derbend Asset Management
Georgia
$227K -$1.08M -15,336 -83%
WA
909
Wambolt & Associates
Colorado
$227K +$19K +270 +9%
FF
910
Fluent Financial
Texas
$226K – – –
FWM
911
Focused Wealth Management
New York
$225K -$20.7K -295 -8%
JWBC
912
J.W. Burns & Co
New York
$225K – – –
PP
913
Patron Partners
Texas
$225K +$2.81K +40 +1%
Kayne Anderson Rudnick Investment Management
914
Kayne Anderson Rudnick Investment Management
California
$225K +$225K +3,201 New
SPL
915
Smart Portfolios LLC
Washington
$224K +$18.3K +240 +9%
BG
916
Benedetti & Gucer
Georgia
$223K -$71.7K -979 -24%
MSFS
917
Main Street Financial Solutions
Pennsylvania
$221K – – –
FC
918
FCA Corp
Texas
$221K +$210 +3 +0.1%
HWM
919
Hohimer Wealth Management
Washington
$221K +$13.3K +189 +6%
CWM
920
Castle Wealth Management
Florida
$220K +$220K +3,134 New
SQA
921
Simon Quick Advisors
New Jersey
$219K -$129K -1,749 -37%
TI
922
Truepoint Inc
Ohio
$218K – – –
WH
923
Willner & Heller
California
$217K +$1.4K +20 +0.6%
TPA
924
Trivium Point Advisory
Connecticut
$216K -$3.21M -44,955 -94%
PWA
925
Peterson Wealth Advisors
Utah
$215K – – –
35 36
37
38 39