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iShares MSCI USA Min Vol Factor ETF
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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 %
WTA
976
Washington Trust Advisors
Massachusetts
$91K – – –
WPWM
977
Western Pacific Wealth Management
Illinois
$87K – – –
MAWCM
978
Mine & Arao Wealth Creation & Management
California
$85K +$282 +4 +0.3%
IBOK
979
Independence Bank of Kentucky
Kentucky
$82K – – –
SMFG
980
Sumitomo Mitsui Financial Group
Japan
$80K -$7.43K -106 -9%
BWM
981
BerganKDV Wealth Management
Minnesota
$80K – – –
IWP
982
IAG Wealth Partners
Wisconsin
$80K – – –
PO
983
Private Ocean
California
$75K – – –
MPWT
984
MassMutual Private Wealth & Trust
Connecticut
$73K -$68.5K -972 -48%
BLC
985
Brown, Lisle/Cummings
Rhode Island
$72.2K – – –
ZIG
986
Zullo Investment Group
Pennsylvania
$71K -$17.6K -251 -20%
FA
987
Financial Advantage
Maryland
$70K – – –
VCM
988
Vigilant Capital Management
Maine
$69K -$14.8K -209 -18%
SCA
989
Stuart Chaussee & Associates
California
$66K – – –
BCWM
990
Bartlett & Co Wealth Management
Ohio
$65.2K – – –
BC
991
Bartlett & Co
Ohio
$65K – – –
ACA
992
Aptus Capital Advisors
Alabama
$64K – – –
TCWM
993
Total Clarity Wealth Management
Illinois
$62K +$62K +886 New
GFP
994
Gryphon Financial Partners
Ohio
$61K +$61K +873 New
CTC
995
Central Trust Company
Missouri
$60K – – –
JFA
996
JNBA Financial Advisors
Minnesota
$60K – – –
EW
997
Evoke Wealth
California
$60K – – –
NFSG
998
Newbridge Financial Services Group
Florida
$60K +$3.25K +46 +6%
CC
999
Corsicana & Co
Texas
$59K – – –
CIA
1000
Cascade Investment Advisors
Oregon
$57.2K – – –
38 39
40
41 42