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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 %
PTC
451
Private Trust Company
Ohio
$2.38M -$101K -1,306 -4%
BFG
452
Berger Financial Group
Minnesota
$2.36M -$10K -129 -0.4%
VWA
453
VERITY Wealth Advisors
United States
$2.36M -$306K -3,945 -11%
FC
454
Ferris Capital
Massachusetts
$2.34M +$388 +5 +0%
9WM
455
9258 Wealth Management
Ohio
$2.32M -$341K -4,394 -13%
BWIA
456
Bryant Woods Investment Advisors
New York
$2.26M -$968K -12,475 -30%
WCG
457
Wall Capital Group
Arizona
$2.25M -$465K -5,992 -17%
REMPR
458
Roof Eidam Maycock Peralta (REMP)
California
$2.25M -$104K -1,345 -4%
FPS
459
Fieldpoint Private Securities
Connecticut
$2.24M +$891K +11,490 +66%
KWS
460
Keystone Wealth Services
California
$2.24M -$210K -2,704 -9%
TFS
461
Thoroughbred Financial Services
Tennessee
$2.24M -$66.6K -859 -3%
OWA
462
Outlook Wealth Advisors
Texas
$2.23M -$92.3K -1,190 -4%
AF
463
Advisornet Financial
Minnesota
$2.2M -$18.2K -235 -0.8%
KCM
464
Kathmere Capital Management
Pennsylvania
$2.2M -$19.8M -255,748 -90%
CG
465
CFO4Life Group
Texas
$2.2M -$134K -1,733 -6%
SFWC
466
Strategic Family Wealth Counselors
New Jersey
$2.18M -$103K -1,325 -4%
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$2.18M -$918K -11,832 -30%
SAMC
468
Spectrum Asset Management (California)
California
$2.18M -$401K -5,174 -16%
NR
469
Newfound Research
Massachusetts
$2.17M -$39.2K -505 -2%
MCA
470
Magnolia Capital Advisors
Mississippi
$2.17M -$5.82K -75 -0.3%
PIM
471
Parker Investment Management
California
$2.14M -$61.8K -797 -3%
PD
472
Planning Directions
Pennsylvania
$2.14M -$5.74K -74 -0.3%
SF
473
Synovus Financial
Georgia
$2.14M +$39.9K +514 +2%
BL
474
BFSG LLC
California
$2.14M -$190K -2,455 -8%
FFG
475
Ford Financial Group
California
$2.13M +$36K +464 +2%
17 18
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