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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
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 Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
151
Lido Advisors
California
$12.1M -$394K -5,612 -3%
LRIA
152
Leonard Rickey Investment Advisors
Washington
$12.1M +$94.1K +1,340 +0.8%
GWAG
153
Garrett Wealth Advisory Group
Texas
$12M -$2.74M -39,072 -19%
CS
154
Comerica Securities
Michigan
$11.8M -$109K -1,557 -0.9%
AHC
155
Anderson Hoagland & Co
Missouri
$11.7M -$690K -9,642 -6%
RIM
156
Rakuten Investment Management
Japan
$11.4M +$11.4M +162,403 New
PA
157
Parallel Advisors
California
$11.3M -$997K -14,195 -8%
CW
158
CreativeOne Wealth
Kansas
$11.2M -$1.77M -25,170 -14%
WPIC
159
White Pine Investment Company
Michigan
$11.1M +$39.1K +557 +0.4%
DWM
160
Dakota Wealth Management
Florida
$11.1M +$3.36M +47,869 +44%
CA
161
Clearstead Advisors
Ohio
$11M -$388K -5,527 -3%
DC
162
Darrow Company
Massachusetts
$11M +$211 +3 +0%
TWM
163
Trinity Wealth Management
Pennsylvania
$10.7M +$255K +3,629 +2%
GWSG
164
GPS Wealth Strategies Group
Colorado
$10.4M +$2.13M +30,385 +26%
SWG
165
Summit Wealth Group
Vermont
$10.2M +$259K +3,694 +3%
JC
166
JB Capital
Connecticut
$10.2M +$380K +5,413 +4%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$9.91M -$4.63M -65,918 -32%
AI
168
Atria Investments
North Carolina
$9.88M -$2.41M -34,386 -20%
BC
169
Bowman & Company
Wisconsin
$9.85M -$1.76M -25,068 -15%
HI
170
Harbour Investments
Wisconsin
$9.51M +$9.51M +135,485 New
ACM
171
Armbruster Capital Management
New York
$9.45M +$3.61M +51,438 +62%
PCFFS
172
Pacific Center for Financial Services
California
$9.43M -$349K -4,975 -4%
GWM
173
GDS Wealth Management
Texas
$9.42M +$6.54M +93,115 +227%
MC
174
McMorgan & Co
California
$9.36M +$30.2K +430 +0.3%
EPP
175
ETF Portfolio Partners
Kansas
$9.33M +$13.8K +197 +0.1%
5 6
7
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