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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 %
PG
1101
Prostatis Group
Maryland
– -$3.81M -49,165 Closed
Jane Street
1102
Jane Street
New York
– -$3.69M -47,621 Closed
MAM
1103
Madison Asset Management
Wisconsin
– -$3.33M -42,925 Closed
HF
1104
HRT Financial
New York
– -$2.47M -31,785 Closed
PIM
1105
Parker Investment Management
California
– -$2.14M -27,569 Closed
W
1106
Wealthquest
Ohio
– -$2.08M -25,728 Closed
LIA
1107
LBMC Investment Advisors
Tennessee
– -$1.99M -25,682 Closed
UIA
1108
UBP Investment Advisors
Switzerland
– -$2.85M -25,345 Closed
RZH
1109
Relyea Zuckerberg Hanson
Connecticut
– -$1.62M -20,704 Closed
SF
1110
Symphony Financial
Texas
– -$1.57M -19,998 Closed
CWG
1111
Crown Wealth Group
North Carolina
– -$1.53M -19,737 Closed
RW
1112
Rede Wealth
Virginia
– -$1.11M -14,269 Closed
CCWA
1113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$977K -12,601 Closed
TI
1114
tru Independence
Oregon
– -$964K -12,460 Closed
QT
1115
Quantbot Technologies
New York
– -$843K -10,870 Closed
FCM
1116
Fourpath Capital Management
Oklahoma
– -$729K -9,396 Closed
SFG
1117
Sowa Financial Group
Rhode Island
– -$601K -7,750 Closed
TI
1118
Trexquant Investment
Connecticut
– -$529K -6,819 Closed
WF
1119
Williams Financial
Vermont
– -$506K -6,530 Closed
FTUS
1120
Flow Traders U.S.
New York
– -$403K -5,198 Closed
AP
1121
Advisor Partners
California
– -$399K -5,150 Closed
FFA
1122
Freedman Financial Associates
Massachusetts
– -$391K -4,994 Closed
LAS
1123
Lloyd Advisory Services
Georgia
– -$341K -4,392 Closed
LWP
1124
Legacy Wealth Planning
Nevada
– -$311K -4,013 Closed
NAM
1125
NorthCrest Asset Manangement
Minnesota
– -$300K -3,863 Closed
43 44
45
46 47