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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 %
GI
1001
Gradient Investments
Minnesota
$57K +$23.7K +336 +71%
RIM
1002
Rockbridge Investment Management
New York
$56.2K – – –
VNA
1003
Valley National Advisers
Pennsylvania
$54K +$72 +1 +0.1%
AW
1004
ACG Wealth
Georgia
$53K +$53K +754 New
SC
1005
SouthState Corp
Florida
$52K +$22.7K +325 +78%
CSB
1006
City State Bank
Iowa
$51K – – –
TWA
1007
TCI Wealth Advisors
Arizona
$51K +$51K +732 New
HCP
1008
Hexagon Capital Partners
Arkansas
$50K +$50K +719 New
CTB
1009
Country Trust Bank
Illinois
$49K -$282 -4 -0.6%
CFO
1010
CVA Family Office
Colorado
$49K +$140 +2 +0.3%
PWM
1011
Prentice Wealth Management
New York
$49K +$49K +705 New
KTC
1012
Kistler-Tiffany Companies
Pennsylvania
$48K +$141 +2 +0.3%
KFI
1013
Key Financial Inc
Pennsylvania
$48K +$355 +5 +0.7%
CPFP
1014
Clear Perspectives Financial Planning
Ohio
$48K +$41K +589 +589%
CNBTD
1015
Citizens National Bank Trust Department
Mississippi
$47K – – –
SCA
1016
Stonebridge Capital Advisors
Minnesota
$45K -$102K -1,451 -69%
TRCT
1017
Tower Research Capital (TRC)
New York
$43K -$492K -6,957 -92%
EWM
1018
Endurance Wealth Management
Rhode Island
$42K – – –
GC
1019
Gibson Capital
Pennsylvania
$40K +$40K +570 New
FP
1020
Financial Perspectives
Minnesota
$38.8K -$3.09K -44 -7%
FBT
1021
First Bank & Trust
South Dakota
$38K -$768 -11 -2%
ODG
1022
O'Dell Group
Ohio
$37K – – –
CDIA
1023
Capital Directions Investment Advisors
Georgia
$37K +$10.8K +153 +41%
GWS
1024
Glassman Wealth Services
Virginia
$36K +$36K +511 New
OSAM
1025
O'Shaughnessy Asset Management
Connecticut
$35K -$22.5K -320 -39%
39 40
41
42 43