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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 %
FFS
251
Founders Financial Securities
Maryland
$6.89M +$1.46M +18,853 +27%
IP
252
Investment Partners
Ohio
$6.8M -$209K -2,691 -3%
SAM
253
Sequent Asset Management
Texas
$6.79M – – –
CAL
254
Capital Analysts LLC
Pennsylvania
$6.75M -$269K -3,467 -4%
AFG
255
Arkansas Financial Group
Arkansas
$6.73M -$275K -3,547 -4%
WBG
256
Wharton Business Group
Pennsylvania
$6.69M +$1.11M +14,246 +20%
MBTD
257
Mechanics Bank - Trust Department
California
$6.66M -$604K -7,792 -8%
CSWG
258
Cardinal Strategic Wealth Guidance
Kentucky
$6.66M -$1.32M -16,954 -17%
FT
259
Fiduciary Trust
Massachusetts
$6.65M -$805K -10,376 -11%
CFO
260
Custos Family Office
Texas
$6.64M +$1.58M +20,328 +31%
ASN
261
Advisory Services Network
Georgia
$6.64M -$110K -1,418 -2%
EFS
262
Essex Financial Services
Connecticut
$6.63M -$57K -735 -0.9%
AL
263
ADE LLC
Maryland
$6.55M +$356K +4,587 +6%
CCMG
264
Clark Capital Management Group
Pennsylvania
$6.54M +$6.54M +84,368 New
FWP
265
FAS Wealth Partners
Kansas
$6.54M -$328K -4,231 -5%
TF
266
Tompkins Financial
New York
$6.51M -$905K -11,670 -12%
FFBTD
267
First Financial Bank - Trust Division
Ohio
$6.48M +$5.77M +74,328 +812%
CIAS
268
Capital Investment Advisory Services
North Carolina
$6.46M – – –
ACM
269
Armbruster Capital Management
New York
$6.45M -$259K -3,338 -4%
VHAM
270
Van Hulzen Asset Management
California
$6.43M +$218K +2,811 +4%
MCM
271
MAI Capital Management
Ohio
$6.42M +$143K +1,841 +2%
MMA
272
Miracle Mile Advisors
California
$6.32M -$562K -7,249 -8%
ACK
273
Andrew C. Karlinski
$6.31M -$87.6K -1,129 -1%
LFAS
274
Level Four Advisory Services
Texas
$6.21M -$932K -12,013 -13%
RF
275
Resolute Financial
Massachusetts
$6.19M -$118K -1,523 -2%
9 10
11
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