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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 %
WA
926
WESPAC Advisors
California
$215K +$215K +3,056 New
LCM
927
LVM Capital Management
Michigan
$212K +$212K +3,017 New
BPWM
928
Badgley Phelps Wealth Managers
Washington
$211K – – –
SCA
929
Sandy Cove Advisors
Massachusetts
$211K – – –
RFA
930
Resurgent Financial Advisors
Georgia
$211K +$24.9K +354 +13%
HCA
931
Harbour Capital Advisors
Virginia
$207K -$73.7K -1,050 -26%
V
932
Veritable
Delaware
$207K – – –
RC
933
RegentAtlantic Capital
New Jersey
$207K +$207K +2,943 New
LWP
934
Lumature Wealth Partners
Georgia
$206K -$68K -967 -25%
SHWM
935
Silicon Hills Wealth Management
Texas
$206K – – –
GT
936
Glenview Trust
Kentucky
$205K – – –
SWM
937
SeaCrest Wealth Management
New York
$204K -$39.4K -560 -16%
AWS
938
Arkfeld Wealth Strategies
Nebraska
$202K +$716 +10 +0.4%
SCFS
939
S.C. Financial Services
Arizona
$201K -$72.3K -1,031 -26%
BZWA
940
Blue Zone Wealth Advisors
California
$201K +$4.5K +64 +2%
TCOV
941
Trust Company of Vermont
Vermont
$200K +$562 +8 +0.3%
BBHC
942
Brown Brothers Harriman & Co
New York
$199K – – –
HS
943
Horan Securities
United States
$197K +$34K +483 +21%
MIM
944
MTM Investment Management
South Carolina
$196K – – –
WWM
945
Wolff Wiese Magana
California
$189K – – –
GFPC
946
Global Financial Private Client
Florida
$185K -$90.5K -1,273 -33%
MAM
947
Meeder Asset Management
Ohio
$174K -$5.19K -74 -3%
CWM
948
Curi Wealth Management
North Carolina
$172K +$172K +2,444 New
SFA
949
Semmax Financial Advisors
North Carolina
$168K – – –
BL
950
Balentine LLC
Georgia
$166K -$46.3K -659 -22%
36 37
38
39 40