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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.

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
1
Fidelity Investments
Massachusetts
$1.03B
2
AC
2
Allstate Corporation
Illinois
$304M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$94.6M
4
Bank of America
4
Bank of America
North Carolina
$1.5B
5
BlackRock
5
BlackRock
New York
$777M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$6.87M
2
HI
2
Horizon Investments
North Carolina
$64.9M
3
PI
3
PFS Investments
Georgia
$24.9M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$96.8M
5
GA
5
Gateway Advisory
New Jersey
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$20.5M 291,448 +860 +0.3%
CAAS
102
Capital Asset Advisory Services
Michigan
$20.4M 290,573 -3,235 -1%
EH
103
Equitable Holdings
New York
$20.1M 285,773 -6,678 -2%
1WM
104
1900 Wealth Management
Texas
$19.9M 284,118 -19,510 -6%
BSSFA
105
Baron Silver Stevens Financial Advisors
Florida
$19.9M 282,844 -1,805 -0.6%
CCP
106
Cassia Capital Partners
North Carolina
$19.5M 277,658 -3,918 -1%
CAL
107
Capital Advisors Ltd
Ohio
$19.4M 276,948 -1,990 -0.7%
LWA
108
Lowe Wealth Advisors
Maryland
$19.3M 274,806 -2,304 -0.8%
RJT
109
Raymond James Trust
Florida
$19M 270,832 +2,206 +0.8%
SMC
110
Smith, Moore & Co
Missouri
$19M 270,069 +16,144 +6%
HPA
111
High Probability Advisors
New York
$18.8M 267,751 +9,472 +4%
GIS
112
Grayhawk Investment Strategies
Alberta, Canada
$18.8M 207,671 +207,671 New
Creative Planning
113
Creative Planning
Kansas
$18.7M 267,030 +3,796 +1%
WDL
114
Well Done LLC
Michigan
$17.9M 255,204 -9,332 -4%
MAC
115
Mason & Associates (California)
California
$17.8M 254,160 +254,160 New
ACG
116
Allen Capital Group
Nebraska
$17.6M 250,340 -133,054 -35%
MIAN
117
Mariner Independent Advisor Network
Kansas
$17.4M 244,242 -7,873 -3%
WP
118
WealthSource Partners
California
$16.6M 237,128 +49,630 +26%
MFG
119
Merit Financial Group
Georgia
$16.3M 232,448 +78,037 +51%
TCM
120
TD Capital Management
Tennessee
$16.2M 230,545 -2,808 -1%
FIA
121
Foundations Investment Advisors
Arizona
$15.7M 220,899 +21,900 +11%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$15.7M 223,144 -12,377 -5%
AFC
123
Adaptive Financial Consulting
Ohio
$15.7M 223,048 +13,924 +7%
VA
124
Valmark Advisers
Ohio
$15.5M 220,176 +8,229 +4%
RIA
125
Regal Investment Advisors
Michigan
$15M 213,187 -3,495 -2%
3 4
5
6 7