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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 %
SGI
176
Summit Global Investments
Utah
$9.29M -$5.94M -84,565 -39%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$9.2M -$23K -301 -0.2%
CAM
178
Cresset Asset Management
Illinois
$9.16M +$850K +12,104 +10%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$9.08M -$4.02M -57,216 -31%
MA
180
MONECO Advisors
Connecticut
$9.03M -$184K -2,622 -2%
1832 Asset Management
181
1832 Asset Management
Ontario, Canada
$8.94M -$2.74K -39 -0%
NEPWA
182
New England Private Wealth Advisors
Massachusetts
$8.92M -$2.18K -28 -0%
BA
183
Bellwether Advisors
Nebraska
$8.92M -$1.23M -17,540 -12%
MFA
184
Mayflower Financial Advisors
Massachusetts
$8.87M +$7.16K +102 +0.1%
SWM
185
Scissortail Wealth Management
Oklahoma
$8.86M +$2.81M +34,748 +46%
CCMG
186
Clark Capital Management Group
Pennsylvania
$8.82M +$2.89M +41,198 +49%
MCC
187
Money Concepts Capital
Florida
$8.63M -$1.71M -24,104 -17%
FLA
188
Financial Life Advisors
Texas
$8.57M -$437K -6,228 -5%
WG
189
Winton Group
United Kingdom
$8.52M +$8.52M +121,380 New
FPCG
190
Forum Private Client Group
Indiana
$8.4M +$807K +11,500 +11%
MBT
191
Montecito Bank & Trust
California
$8.3M -$3.09M -44,009 -27%
MA
192
Modus Advisors
Minnesota
$8.28M +$171K +2,435 +2%
GIA
193
Gladstone Institutional Advisory
Florida
$8.27M -$253K -3,598 -3%
PA
194
PSI Advisors
Florida
$8.25M -$247K -3,521 -3%
UB
195
UMB Bank
Missouri
$8.06M -$877K -12,493 -10%
BWM
196
Brickley Wealth Management
California
$8.02M -$635K -9,041 -7%
SWA
197
Sax Wealth Advisors
New Jersey
$8.02M +$1.19M +16,900 +17%
ACM
198
Absolute Capital Management
Pennsylvania
$7.93M +$1.55M +22,020 +24%
TLFA
199
True Link Financial Advisors
California
$7.86M +$341K +4,859 +5%
CB
200
Community Bank
New York
$7.82M -$3.51K -50 -0%
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8
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