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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 %
IWP
301
Icon Wealth Partners
Texas
$5.5M +$1.62M +20,881 +42%
VWA
302
Visionary Wealth Advisors
Illinois
$5.4M -$81.1K -1,045 -1%
PPFA
303
Provida Pension Fund Administrator
Chile
$5.4M -$6.1M -78,000 -53%
F
304
F3Logic
Minnesota
$5.39M -$338K -4,351 -6%
MLIC
305
Mandatum Life Insurance Company
Finland
$5.31M – – –
GM
306
GeoWealth Management
Illinois
$5.28M +$1.71M +22,088 +48%
RF
307
RHS Financial
California
$5.28M -$616K -7,948 -10%
IWA
308
IBEX Wealth Advisors
New Jersey
$5.23M -$46.3K -597 -0.9%
LWM
309
Laidlaw Wealth Management
New York
$5.22M +$498K +6,421 +11%
FHA
310
Flagship Harbor Advisors
Massachusetts
$5.2M +$174K +2,242 +3%
CWA
311
Centennial Wealth Advisory
Michigan
$5.2M +$219K +2,823 +4%
ELI
312
Empire Life Investments
Ontario, Canada
$5.18M -$1.71M -22,000 -25%
CAG
313
Csenge Advisory Group
Florida
$5.17M -$10.2M -131,557 -66%
FEG
314
Financial Enhancement Group
Indiana
$5.15M -$1.73M -22,325 -25%
BOPW
315
Brandywine Oak Private Wealth
Pennsylvania
$5.12M +$469K +6,043 +10%
IAG
316
Investment Advisory Group
Massachusetts
$5.05M +$97.2K +1,254 +2%
FFN
317
Focus Financial Network
Minnesota
$5.04M +$1.69M +21,829 +51%
TWM
318
Tolleson Wealth Management
Texas
$5.04M – – –
AF
319
Allworth Financial
California
$4.99M -$253K -3,260 -5%
PFA
320
Pettinga Financial Advisors
Indiana
$4.98M +$486K +6,259 +11%
RRA
321
Round Rock Advisors
Connecticut
$4.95M -$33.8K -436 -0.7%
TNBTD
322
Trustmark National Bank Trust Department
Mississippi
$4.89M -$417K -5,377 -8%
RWG
323
Regal Wealth Group
California
$4.88M -$2.42K -31 -0%
CA
324
Calton & Associates
Florida
$4.85M +$55K +709 +1%
KCA
325
Karn Couzens & Associates
Connecticut
$4.81M -$120K -1,551 -2%
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