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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
$1.03B
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
$1.5B
5
BlackRock
BlackRock
New York
$777M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$6.87M
2
HI
Horizon Investments
North Carolina
$64.9M
3
PI
PFS Investments
Georgia
$24.9M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$96.8M
5
GA
Gateway Advisory
New Jersey
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
1076
Operose Advisors
Wisconsin
$3K – – –
PMFA
1077
Plante Moran Financial Advisors
Michigan
$3K +$3K +36 New
IRC
1078
Investors Research Corp
Georgia
$3K +$3K +41 New
WOSD
1079
WFA of San Diego
California
$3K +$3K +42 New
ONST
1080
Old North State Trust
North Carolina
$2.08K -$208 -3 -9%
CFN
1081
Cordasco Financial Network
Florida
$2K – – –
TWP
1082
TFO Wealth Partners
Ohio
$2K +$2K +27 New
LDFR
1083
Lehman & Derafelo Financial Resources
Pennsylvania
$2K +$2K +34 New
LPWM
1084
Lake Point Wealth Management
Texas
$1K +$1K +8 New
LFA
1085
Level Financial Advisors
New York
$1K +$1K +13 New
Bank of Montreal
1086
Bank of Montreal
Ontario, Canada
$826 +$226 +3,113 +38%
AR
1087
Apeiron RIA
Texas
$665 +$137 +4,349 +26%
WIM
1088
Westside Investment Management
California
$555 +$30 +424 +6%
GSAM
1089
Grant Street Asset Management
Pennsylvania
$333 – – –
PWP
1090
Personal Wealth Partners
Minnesota
– -$42.4M -546,154 Closed
PCOC
1091
Power Corp of Canada
Canada
– -$22.2M -285,788 Closed
AIM
1092
Astor Investment Management
Illinois
– -$21.2M -273,356 Closed
FANJ
1093
Financial Architects (New Jersey)
New Jersey
– -$19.3M -249,228 Closed
Qube Research & Technologies (QRT)
1094
Qube Research & Technologies (QRT)
United Kingdom
– -$19.2M -247,756 Closed
OPAM
1095
Ocean Park Asset Management
California
– -$10.4M -133,700 Closed
AIMCA
1096
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$8.01M -103,300 Closed
Mackenzie Financial
1097
Mackenzie Financial
Ontario, Canada
– -$6.13M -79,028 Closed
SAM
1098
Synergy Asset Management
Washington
– -$5.76M -74,295 Closed
CWA
1099
Centennial Wealth Advisory
Michigan
– -$5.2M -66,965 Closed
FFG
1100
Frisch Financial Group
New York
– -$4.06M -52,366 Closed
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