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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.

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
1
Fidelity Investments
Massachusetts
$1.03B
2
AC
2
Allstate Corporation
Illinois
$304M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$94.6M
4
Bank of America
4
Bank of America
North Carolina
$1.5B
5
BlackRock
5
BlackRock
New York
$777M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$6.87M
2
HI
2
Horizon Investments
North Carolina
$64.9M
3
PI
3
PFS Investments
Georgia
$24.9M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$96.8M
5
GA
5
Gateway Advisory
New Jersey
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$26.4M 375,560 +25,832 +7%
IWS
77
Insight Wealth Strategies
California
$26.3M 374,599 -22,554 -6%
EWM
78
Executive Wealth Management
Michigan
$26.3M 374,553 -311,747 -45%
VI
79
Vestcor Inc
New Brunswick, Canada
$25.6M 364,020 +80,690 +28%
NA
80
Nottingham Advisors
New York
$25.5M 361,027 -2,484 -0.7%
LS
81
Leelyn Smith
Illinois
$25.2M 359,162 +2,679 +0.8%
PI
82
PFS Investments
Georgia
$24.9M 354,352 -1,037,324 -75%
FHB
83
First Hawaiian Bank
Hawaii
$24.5M 349,488 +93,561 +37%
MFG
84
Magnus Financial Group
New York
$22.9M 326,200 +4,368 +1%
CAN
85
Cetera Advisor Networks
California
$22.8M 325,187 +17,442 +6%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$22.8M 324,599 -2,810 -0.9%
LWA
87
Lineweaver Wealth Advisors
Ohio
$22.6M 321,944 +84,712 +36%
MCM
88
MV Capital Management
Maryland
$22.3M 316,986 -499 -0.2%
CFG
89
Citizens Financial Group
Rhode Island
$22.1M 314,838 -468 -0.1%
Citigroup
90
Citigroup
New York
$22M 313,616 +69,425 +28%
TC
91
Trilogy Capital
California
$22M 313,224 -1,204 -0.4%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$22M 312,829 +8,372 +3%
TWA
93
Tillar-Wenstrup Advisors
Ohio
$21.9M 312,012 -327 -0.1%
SWP
94
Summit Wealth Partners
Florida
$21.8M 310,886 -16,570 -5%
CWM
95
Cornerstone Wealth Management
Missouri
$21.7M 308,418 +14,297 +5%
AP
96
Agilis Partners
Massachusetts
$21.4M 304,638 -8,918 -3%
NA
97
NewEdge Advisors
Louisiana
$21.3M 303,104 +56,739 +23%
SYBT
98
Stock Yards Bank & Trust
Kentucky
$21.2M 301,450 +294,030 +3,963%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$21M 298,670 +10,306 +4%
GKWIM
100
Gerber Kawasaki Wealth & Investment Management
California
$20.5M 292,663 -101,366 -26%
2 3
4
5 6