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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 %
ACP
426
Arcus Capital Partners
Georgia
$2.79M -$240K -3,093 -8%
CWM
427
Cedar Wealth Management
California
$2.79M -$14.4K -186 -0.5%
VAS
428
Vestmark Advisory Solutions
Massachusetts
$2.79M +$436K +5,618 +19%
GSWM
429
Greenup Street Wealth Management
Michigan
$2.79M +$72.8K +938 +3%
BWP
430
Bernardo Wealth Planning
Pennsylvania
$2.78M -$61K -786 -2%
LWMG
431
Levy Wealth Management Group
Pennsylvania
$2.73M -$161K -2,077 -6%
HGWM
432
Horst & Graben Wealth Management
Oregon
$2.71M +$74.6K +961 +3%
NL
433
NWAM LLC
Washington
$2.71M -$966K -12,456 -26%
Squarepoint
434
Squarepoint
New York
$2.68M +$2.68M +34,585 New
W
435
Wealthsimple
Ontario, Canada
$2.67M +$5.43K +70 +0.2%
MSA
436
Marino Stram & Associates
Massachusetts
$2.64M -$124K -1,601 -4%
OAP
437
One Advisory Partners
Kansas
$2.56M +$282K +3,636 +12%
WFAG
438
Wescott Financial Advisory Group
Pennsylvania
$2.55M +$617K +7,953 +32%
PA
439
PFG Advisors
Arizona
$2.53M -$168K -2,160 -6%
SW
440
SteelPeak Wealth
California
$2.53M -$821K -10,584 -25%
IC
441
Inscription Capital
Texas
$2.51M – – –
SMG
442
Spectrum Management Group
Indiana
$2.5M -$291K -3,745 -10%
SWM
443
Sugarloaf Wealth Management
Georgia
$2.5M +$155 +2 +0%
T
444
TCWP
Ohio
$2.5M +$1.48M +19,135 +147%
National Bank of Canada
445
National Bank of Canada
Quebec, Canada
$2.48M -$420K -5,389 -14%
FF
446
Friedenthal Financial
New Jersey
$2.48M -$17.5K -226 -0.7%
HF
447
HRT Financial
New York
$2.47M -$437K -5,641 -15%
GRP
448
Global Retirement Partners
California
$2.44M +$2.44M +33,959 New
SFP
449
Sweet Financial Partners
Minnesota
$2.42M -$4.89K -63 -0.2%
WEG
450
World Equity Group
Illinois
$2.4M +$2.4M +30,971 New
16 17
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