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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 %
WI
1126
WBI Investments
New Jersey
– -$296K -3,836 Closed
CWG
1127
Cornerstone Wealth Group
North Carolina
– -$292K -3,768 Closed
PFG
1128
Peterson Financial Group
Iowa
– -$275K -3,544 Closed
CFS
1129
CRA Financial Services
New Jersey
– -$261K -3,364 Closed
AWA
1130
Amplius Wealth Advisors
Pennsylvania
– -$259K -3,349 Closed
C
1131
CEDRUS
Colorado
– -$258K -3,325 Closed
TI
1132
TTP Investments
California
– -$247K -3,188 Closed
WSFS
1133
Wilmington Savings Fund Society
Delaware
– -$242K -3,118 Closed
SEIA
1134
Signature Estate & Investment Advisors
California
– -$241K -3,111 Closed
CWM
1135
Connecticut Wealth Management
Connecticut
– -$238K -3,069 Closed
TA
1136
Tiedemann Advisors
New York
– -$238K -3,067 Closed
TFA
1137
Teamwork Financial Advisors
Texas
– -$229K -2,947 Closed
AF
1138
Apexium Financial
Texas
– -$233K -2,901 Closed
PWS
1139
Paragon Wealth Strategies
Florida
– -$223K -2,877 Closed
PCP
1140
Proficio Capital Partners
Massachusetts
– -$217K -2,800 Closed
EA
1141
Eudaimonia Advisors
Tennessee
– -$216K -2,790 Closed
WAOTB
1142
Wealth Advisors of Tampa Bay
Florida
– -$216K -2,788 Closed
RMAM
1143
Raab & Moskowitz Asset Management
New Jersey
– -$215K -2,775 Closed
PCA
1144
Personal Capital Advisors
California
– -$215K -2,770 Closed
TC
1145
Titleist Capital
Texas
– -$214K -2,764 Closed
FVWA
1146
Foster Victor Wealth Advisors
South Carolina
– -$215K -2,748 Closed
FI
1147
Financial Insights
Washington
– -$213K -2,741 Closed
MWA
1148
Monograph Wealth Advisors
California
– -$211K -2,723 Closed
MAG
1149
MRA Advisory Group
New Jersey
– -$208K -2,682 Closed
MCM
1150
Maryland Capital Management
Maryland
– -$207K -2,666 Closed
44 45
46
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