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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 %
SI
376
Saxon Interests
Texas
$3.69M -$27.5K -355 -0.7%
BPCE
377
Bank Pictet & Cie (Europe)
Germany
$3.64M – – –
CF
378
Centaurus Financial
California
$3.63M -$4.85M -62,515 -57%
DL
379
DOHJ LLC
Washington
$3.54M -$705K -9,084 -17%
Brown Advisory
380
Brown Advisory
Maryland
$3.51M -$127K -1,631 -3%
JFGIW
381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.49M -$465K -5,997 -12%
KA
382
Kovack Advisors
Florida
$3.46M +$162K +2,086 +5%
IF
383
IRON Financial
Illinois
$3.44M -$55.9K -721 -2%
CIA
384
Choate Investment Advisors
Massachusetts
$3.43M – – –
MA
385
Mutual Advisors
Nebraska
$3.42M -$195K -2,513 -5%
VCP
386
Verus Capital Partners
Arizona
$3.42M +$3.42M +46,842 New
WWG
387
West Wealth Group
California
$3.38M -$872K -11,239 -20%
HC
388
Hoese & Co
Minnesota
$3.35M +$647K +8,340 +24%
MAM
389
Madison Asset Management
Wisconsin
$3.33M -$7.58M -97,648 -69%
BFA
390
Beacon Financial Advisory
Ohio
$3.33M -$185K -2,382 -5%
APA
391
American Portfolios Advisors
New York
$3.31M +$75.9K +978 +2%
GVAG
392
Great Valley Advisor Group
Delaware
$3.27M +$464K +5,966 +17%
PWA
393
Physician Wealth Advisors
Utah
$3.26M -$449K -5,983 -12%
SRC
394
Shufro Rose & Co
New York
$3.24M -$43K -554 -1%
QWM
395
QP Wealth Management
New Jersey
$3.23M -$71.8K -925 -2%
SHJ
396
Sharkey, Howes & Javer
Colorado
$3.22M -$1.05M -13,590 -25%
AA
397
ACT Advisors
North Carolina
$3.22M -$20.1K -259 -0.6%
MWM
398
Minot Wealth Management
Massachusetts
$3.21M -$206K -2,650 -6%
SB
399
Strategic Blueprint
Georgia
$3.19M +$51.4K +663 +2%
GWM
400
GDS Wealth Management
Texas
$3.17M +$160K +2,071 +5%
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16
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