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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 %
HWA
276
HHM Wealth Advisors
Tennessee
$6.13M -$12.7M -163,849 -67%
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$6.13M -$2.73M -35,191 -31%
MWM
278
Mascoma Wealth Management
New Hampshire
$6.06M +$671K +8,652 +12%
PAMG
279
Patton Albertson Miller Group
Tennessee
$6.06M -$302K -3,890 -5%
AWG
280
Altus Wealth Group
Colorado
$6.03M -$463K -5,966 -7%
BIP
281
Blueprint Investment Partners
North Carolina
$5.97M +$376K +4,845 +7%
TSWM
282
Tyler-Stone Wealth Management
Ohio
$5.94M -$111K -1,428 -2%
ES
283
ETF Store
Kansas
$5.9M +$34.1K +456 +0.6%
AC
284
Avant Capital
Louisiana
$5.86M +$83.6K +1,078 +1%
AIP
285
Almanack Investment Partners
Pennsylvania
$5.82M -$30.4K -392 -0.5%
LRPA
286
L. Roy Papp & Associates
Arizona
$5.81M +$698K +8,998 +14%
GPA
287
Guerra Pan Advisors
New Jersey
$5.8M -$149 -2 -0%
MG
288
Mather Group
Illinois
$5.8M -$1.2M -15,417 -17%
CFGS
289
Concourse Financial Group Securities
Alabama
$5.77M -$1.3M -16,696 -18%
SAM
290
Synergy Asset Management
Washington
$5.76M +$5.22M +67,320 +965%
KFS
291
Kelly Financial Services
Massachusetts
$5.76M -$22.4M -289,327 -80%
IA
292
IFP Advisors
Florida
$5.73M +$3.6M +66,188 +170%
SWM
293
Scissortail Wealth Management
Oklahoma
$5.71M -$2.65M -34,748 -32%
HA
294
HYA Advisors
Missouri
$5.62M -$279K -3,598 -5%
SFG
295
Snider Financial Group
Washington
$5.58M -$221K -2,845 -4%
MAP
296
Milestone Advisory Partners
North Carolina
$5.58M -$159K -2,047 -3%
BAM
297
Belpointe Asset Management
Nevada
$5.58M -$5.82K -75 -0.1%
WIA
298
World Investment Advisors
California
$5.57M +$85.6K +1,103 +2%
SPA
299
Shore Point Advisors
New Jersey
$5.52M +$323K +4,164 +6%
GSWM
300
Golden State Wealth Management
California
$5.5M -$1.79M -23,108 -25%
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