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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 %
MSAM
326
Moloney Securities Asset Management
Missouri
$4.74M +$108K +1,395 +2%
CB
327
Commerce Bank
Missouri
$4.74M -$167K -2,156 -3%
TFS
328
TrustCore Financial Services
Tennessee
$4.74M +$162K +2,089 +4%
BS
329
Banco Santander
Spain
$4.73M – – –
OIM
330
Opus Investment Management
Massachusetts
$4.68M +$262K +3,380 +6%
WWM
331
Windsor Wealth Management
Indiana
$4.64M -$941K -11,902 -17%
GLA
332
Good Life Advisors
Pennsylvania
$4.64M +$10.9K +141 +0.2%
AWM
333
Apollon Wealth Management
South Carolina
$4.62M -$1.52M -19,609 -25%
Prudential Financial
334
Prudential Financial
New Jersey
$4.58M -$73.1K -943 -2%
AWA
335
Alta Wealth Advisors
Massachusetts
$4.57M -$101K -1,297 -2%
BFG
336
Barber Financial Group
Kansas
$4.55M -$111K -1,435 -2%
BBHBI
337
B, B, H, & B Inc
Alabama
$4.48M +$96.7K +1,247 +2%
HFA
338
High Falls Advisors
New York
$4.45M -$1.15M -14,787 -20%
RSWM
339
Robertson Stephens Wealth Management
California
$4.43M -$686K -8,838 -13%
DADC
340
D.A. Davidson & Co
Montana
$4.38M -$53.1K -685 -1%
SFM
341
Signet Financial Management
New Jersey
$4.36M -$3.96M -51,015 -48%
PBF
342
Petix & Botte Financial
California
$4.36M +$2.2M +28,314 +102%
EIP
343
Ellis Investment Partners
Pennsylvania
$4.35M -$153K -1,969 -3%
BFG
344
Buttonwood Financial Group
Missouri
$4.34M +$4.34M +56,168 New
CNB
345
Camden National Bank
Maine
$4.34M +$20.2K +261 +0.5%
CLOS
346
Compagnie Lombard Odier SCmA
Switzerland
$4.27M – – –
TFA
347
Tranquilli Financial Advisor
New Jersey
$4.26M -$608K -7,835 -12%
SIAG
348
Safeguard Investment Advisory Group
California
$4.23M -$82.8K -1,068 -2%
Cerity Partners
349
Cerity Partners
New York
$4.22M +$125K +1,617 +3%
WMP
350
Wealth Management Partners
Arizona
$4.19M -$388K -5,000 -8%
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