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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 %
PWM
401
Perigon Wealth Management
California
$3.14M -$6.67K -86 -0.2%
ECM
402
Evergreen Capital Management
Washington
$3.14M +$621 +8 +0%
KWM
403
Kingsview Wealth Management
Oregon
$3.14M +$74.2K +957 +2%
SHIM
404
Stone House Investment Management
Pennsylvania
$3.13M +$274K +3,533 +10%
Northern Trust
405
Northern Trust
Illinois
$3.1M -$1.05M -13,475 -25%
Daiwa Securities Group
406
Daiwa Securities Group
Japan
$3.09M +$34.9K +450 +1%
MW
407
Marcum Wealth
Ohio
$3.06M +$16.6K +214 +0.5%
WCG
408
Weaver Consulting Group
California
$3.03M -$48.6K -627 -2%
DWM
409
Defined Wealth Management
Oregon
$3.02M -$379K -4,886 -11%
AG
410
Ascent Group
Virginia
$3.01M -$295K -3,804 -9%
AA
411
Ancora Advisors
Ohio
$3.01M -$14.5K -187 -0.5%
APWA
412
Atlas Private Wealth Advisors
New Jersey
$2.96M -$2.25M -29,013 -43%
1WA
413
180 Wealth Advisors
Washington
$2.94M -$104K -1,331 -3%
HCM
414
Howard Capital Management
Georgia
$2.94M -$27.4K -353 -0.9%
HPC
415
Hobart Private Capital
North Carolina
$2.92M -$32.2K -415 -1%
BA
416
Ballew Advisors
Mississippi
$2.92M -$125K -1,599 -4%
S
417
SignatureFD
Georgia
$2.9M -$99.5K -1,282 -3%
MSWMA
418
Market Street Wealth Management Advisors
Indiana
$2.9M +$525K +6,762 +22%
WWM
419
WT Wealth Management
Arizona
$2.9M -$278K -3,582 -9%
CBFP
420
Cedar Brook Financial Partners
Ohio
$2.89M +$7.83K +101 +0.3%
APW
421
Austin Private Wealth
Texas
$2.87M -$355K -4,572 -11%
UIA
422
UBP Investment Advisors
Switzerland
$2.85M +$1.33M +11,845 +88%
CWS
423
Cypress Wealth Services
California
$2.84M +$90.6K +1,168 +3%
MW
424
MBL Wealth
North Carolina
$2.81M +$2.81M +36,170 New
PFG
425
PAX Financial Group
Texas
$2.8M -$1.34M -17,336 -32%
15 16
17
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