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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 %
WT
951
Washington Trust
Rhode Island
$166K – – –
ZB
952
Zions Bancorporation
Utah
$162K – – –
EWA
953
EverSource Wealth Advisors
Alabama
$162K +$23.6K +338 +17%
BCMLT
954
Beacon Capital Management LLC (Tennessee)
Tennessee
$158K – – –
ST
955
Smithfield Trust
Pennsylvania
$153K +$51.8K +741 +51%
NIC
956
Northwest Investment Counselors
Oregon
$147K – – –
OAJ
957
Ogorek Anthony Joseph
New York
$143K -$17.3K -247 -11%
AIM
958
Anchor Investment Management
South Carolina
$142K +$9.41K +134 +7%
HBW
959
Hazlett, Burt & Watson
West Virginia
$139K +$7.26K +103 +6%
CWP
960
Concord Wealth Partners
Virginia
$138K +$15.1K +214 +12%
SC
961
Stephens Consulting
Michigan
$134K -$41.3K -588 -24%
BWP
962
Baldwin Wealth Partners
Massachusetts
$134K +$57.6K +822 +75%
LC
963
Lindbrook Capital
California
$132K +$5.07K +72 +4%
PFBT
964
Parkside Financial Bank & Trust
Missouri
$129K +$76.8K +1,096 +147%
TSW
965
Thompson Siegel & Walmsley
Virginia
$128K – – –
FCA
966
FinTrust Capital Advisors
South Carolina
$125K -$7.3K -102 -6%
DSC
967
Duncker Streett & Co
Missouri
$118K -$7.99K -114 -6%
OLVIG
968
Oliver Lagore Vanvalin Investment Group
Michigan
$117K +$7.79K +111 +7%
OC
969
Oakworth Capital
Alabama
$115K – – –
BCP
970
Blue Chip Partners
Michigan
$113K +$352 +5 +0.3%
RG
971
Retirement Group
California
$106K -$8.26K -118 -7%
BMD
972
Better Money Decisions
New Mexico
$105K +$105K +1,497 New
AWM
973
Avior Wealth Management
Nebraska
$104K -$10.2K -145 -9%
PCA
974
Providence Capital Advisors
North Carolina
$95K – – –
HIA
975
Harbor Investment Advisory
Maryland
$94K -$10.3K -146 -10%
37 38
39
40 41