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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,119 hedge funds and large institutions have $19.1B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 337 increasing their positions, 540 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
17.71%
Holding in Top 10
148
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-13.45%
% of All Funds
2.34%
New
89
Increased
337
Reduced
540
Closed
75
Calls
$1.58M
Puts
$783K
Net Calls
+$799K
Net Calls Change
-$2.44M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$67.9M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$64.1M
3
HI
Horizon Investments
North Carolina
+$28.1M
4
EWM
Executive Wealth Management
Michigan
+$27.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$26.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$148M
2
Bank of America
Bank of America
North Carolina
-$136M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$111M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$70.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
226
Compton Financial Group
Maryland
$7.72M +$7.72M +99,498 New
OIA
227
OneDigital Investment Advisors
Kansas
$7.69M +$6.6M +85,042 +604%
SWA
228
Sax Wealth Advisors
New Jersey
$7.55M +$545K +7,023 +8%
AIP
229
Ahrens Investment Partners
Louisiana
$7.53M -$119K -1,533 -2%
SWM
230
Southern Wealth Management
Texas
$7.5M +$179K +2,308 +2%
TC
231
Tacita Capital
Ontario, Canada
$7.5M +$8.92K +115 +0.1%
William Blair & Company
232
William Blair & Company
Illinois
$7.42M +$125K +1,612 +2%
CI
233
CX Institutional
Indiana
$7.35M -$781K -10,067 -10%
FCT
234
Family Capital Trust
Massachusetts
$7.32M -$47.7K -615 -0.6%
MPW
235
Monterey Private Wealth
California
$7.32M -$980K -12,530 -12%
JWCA
236
J.W. Cole Advisors
Florida
$7.31M -$3.35M -43,240 -31%
ACM
237
Allred Capital Management
Texas
$7.28M -$2.48M -31,912 -25%
IF
238
Intrua Financial
Texas
$7.26M +$171K +2,199 +2%
CP
239
Capital Planning
Washington
$7.12M +$2.79K +36 +0%
ACM
240
Absolute Capital Management
Pennsylvania
$7.06M +$303K +3,905 +4%
PFS
241
Prospera Financial Services
Texas
$7.05M +$212K +2,738 +3%
SFO
242
Stokes Family Office
Louisiana
$6.99M -$378K -4,879 -5%
FPW
243
Flagship Private Wealth
Massachusetts
$6.98M -$761K -9,813 -10%
SCA
244
Snowden Capital Advisors
New York
$6.96M +$708K +9,129 +11%
CWM
245
Calamos Wealth Management
Illinois
$6.95M +$3.46M +44,586 +99%
SCM
246
Stonehearth Capital Management
Massachusetts
$6.95M -$7.31M -94,242 -51%
WFA
247
Wells Financial Advisors
Massachusetts
$6.93M -$108K -1,387 -2%
HTC
248
Haverford Trust Company
Pennsylvania
$6.93M +$358K +4,610 +5%
JWBC
249
John W. Brooker & Co
California
$6.92M +$12.9K +166 +0.2%
WSTAM
250
Wilbanks Smith & Thomas Asset Management
Virginia
$6.89M -$34.6K -471 -0.5%
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