USMV icon

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 %
PPA
351
Parametric Portfolio Associates
Washington
$4.18M +$1.51M +19,407 +56%
CI
352
Cavalier Investments
Georgia
$4.17M -$154K -1,979 -4%
CWM
353
Cordatus Wealth Management
Pennsylvania
$4.17M +$298K +3,838 +8%
SFI
354
SPC Financial Inc
Maryland
$4.16M +$33.5K +432 +0.8%
FHC
355
First Heartland Consultants
Missouri
$4.14M -$534K -6,887 -11%
MWM
356
Marietta Wealth Management
Georgia
$4.13M +$211K +2,716 +5%
LNC
357
Lincoln National Corp
Pennsylvania
$4.09M +$47.8K +616 +1%
WCM
358
Windham Capital Management
Massachusetts
$4.09M – – –
CWP
359
CFM Wealth Partners
Texas
$4.08M -$145K -1,865 -3%
FFG
360
Frisch Financial Group
New York
$4.06M -$154K -1,986 -4%
CAM
361
Cozad Asset Management
Illinois
$4.01M -$144K -1,859 -3%
SFS
362
Security Financial Services
Indiana
$3.99M +$34.3K +442 +0.9%
WCM
363
WealthBridge Capital Management
Ohio
$3.98M -$215K -2,776 -5%
BA
364
BCM Advisors
Louisiana
$3.97M -$6.86K -90 -0.2%
PG
365
Prostatis Group
Maryland
$3.81M -$111K -1,432 -3%
PPW
366
Pinnacle Private Wealth
Massachusetts
$3.8M -$157K -2,029 -4%
SAMT
367
Select Asset Management & Trust
Pennsylvania
$3.8M +$3.8M +49,009 New
LWM
368
Lionsbridge Wealth Management
Florida
$3.78M -$157K -2,030 -4%
TPA
369
Trivium Point Advisory
Connecticut
$3.76M +$3.76M +47,976 New
KSWA
370
Kathleen S. Wright Associates
Pennsylvania
$3.76M +$2.25K +29 +0.1%
HGERS
371
Householder Group Estate & Retirement Specialist
Arizona
$3.76M -$19.5K -251 -0.5%
SI
372
Stephens Inc
Arkansas
$3.71M +$915K +11,790 +33%
GIA
373
Goodwin Investment Advisory
Georgia
$3.7M +$3.28M +42,607 +777%
IF
374
Integrity Financial
Wyoming
$3.69M -$164K -2,115 -4%
Jane Street
375
Jane Street
New York
$3.69M +$3.47M +44,765 +1,567%
13 14
15
16 17