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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
$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 %
BCM
1151
BTR Capital Management
California
– -$207K -2,666 Closed
CWS
1152
Confluence Wealth Services
Pennsylvania
– -$203K -2,624 Closed
OWM
1153
Opes Wealth Management
California
– -$203K -2,623 Closed
HA
1154
HFG Advisors
Ohio
– -$202K -2,599 Closed
WP
1155
WMS Partners
Maryland
– -$201K -2,586 Closed
CW
1156
Connectus Wealth
Ohio
– -$200K -2,472 Closed
PWP
1157
Pursue Wealth Partners
California
– -$195K -2,465 Closed
RFWA
1158
RPg Family Wealth Advisory
Massachusetts
– -$114K -1,467 Closed
FAG
1159
Fortitude Advisory Group
Washington
– -$78K -1,006 Closed
CPW
1160
Crestmont Private Wealth
Texas
– -$60K -769 Closed
SC
1161
Siena Capital
Ohio
– -$55K -708 Closed
Optiver Holding
1162
Optiver Holding
Netherlands
– -$50K -646 Closed
Simplex Trading
1163
Simplex Trading
Illinois
– -$46K -598 Closed
PFSC
1164
Peoples Financial Services Corp
Pennsylvania
– -$38K -490 Closed
FCB
1165
First Command Bank
Texas
– -$32K -410 Closed
FCFS
1166
First Command Financial Services
Texas
– -$32K -410 Closed
FCG
1167
Financial Connections Group
California
– -$30K -391 Closed
ACM
1168
Antonetti Capital Management
Florida
– -$21K -275 Closed
HA
1169
Herold Advisors
New York
– -$21.3K -275 Closed
BCMIO
1170
Beacon Capital Management Inc (Ohio)
Ohio
– -$21K -273 Closed
BNP Paribas Financial Markets
1171
BNP Paribas Financial Markets
France
– -$14K -180 Closed
CCM
1172
Covington Capital Management
California
– -$14K -175 Closed
FWA
1173
FSC Wealth Advisors
New York
– -$13K -165 Closed
BHWM
1174
Beaird Harris Wealth Management
Texas
– -$9K -121 Closed
BFC
1175
Bedel Financial Consulting
Indiana
– -$8K -101 Closed
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