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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 %
KL
201
KilterHowling LLC
Colorado
$7.69M +$113K +1,604 +1%
AL
202
Aspiriant LLC
California
$7.59M -$63K -897 -0.8%
WMR
203
Wealth Management Resources
Rhode Island
$7.57M -$2.66M -37,883 -26%
MPW
204
MA Private Wealth
California
$7.57M -$805K -11,440 -10%
NFG
205
Nations Financial Group
Iowa
$7.52M -$56K -798 -0.7%
Citadel Advisors
206
Citadel Advisors
Florida
$7.4M +$5.54M +78,856 +298%
AWA
207
Acorn Wealth Advisors
Michigan
$7.39M -$498K -7,088 -6%
IA
208
IFG Advisory
Georgia
$7.39M -$33.9K -483 -0.5%
BRG
209
Bay Rivers Group
Virginia
$7.38M -$252K -3,590 -3%
IWM
210
IHT Wealth Management
Illinois
$7.38M -$64.7K -921 -0.9%
LMIM
211
Lockheed Martin Investment Management
Maryland
$7.37M – – –
KFGK
212
Keystone Financial Group (Kentucky)
Kentucky
$7.34M -$126K -1,789 -2%
BCI
213
Brinker Capital Investments
Pennsylvania
$7.27M -$690K -9,827 -9%
WWM
214
Western Wealth Management
Colorado
$7.25M -$504K -7,187 -7%
CFG
215
Compton Financial Group
Maryland
$7.17M +$183K +2,609 +3%
HNWAG
216
High Net Worth Advisory Group
Florida
$7.16M -$159K -2,261 -2%
EC
217
EdgeRock Capital
Colorado
$7.11M +$7.11M +101,326 New
OIA
218
OneDigital Investment Advisors
Kansas
$7.07M +$109K +1,558 +2%
William Blair & Company
219
William Blair & Company
Illinois
$7.03M +$318K +4,534 +5%
LIA
220
LS Investment Advisors
Michigan
$7.01M -$613K -8,725 -8%
TWM
221
Tolleson Wealth Management
Texas
$6.99M +$2.43M +34,550 +53%
CIAS
222
CFS Investment Advisory Services
New Jersey
$6.87M -$565M -8,046,910 -99%
VHAM
223
Van Hulzen Asset Management
California
$6.77M +$958K +13,649 +16%
TC
224
Tacita Capital
Ontario, Canada
$6.76M -$26.3K -375 -0.4%
AIP
225
Ahrens Investment Partners
Louisiana
$6.67M -$151K -2,153 -2%
7 8
9
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