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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 %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$117M -$10.8M -138,943 -8%
Mariner
27
Mariner
Kansas
$114M -$2.65M -34,164 -2%
PI
28
PFS Investments
Georgia
$108M -$9.32M -120,181 -8%
AWS
29
AJ Wealth Strategies
New York
$105M +$4.46M +57,434 +4%
AssetMark Inc
30
AssetMark Inc
California
$104M +$1.4M +18,045 +1%
CA
31
Cetera Advisors
Colorado
$101M -$32.1M -414,245 -24%
JIC
32
Johnson Investment Counsel
Ohio
$87.2M +$1.49M +19,170 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$84.6M -$2.15M -27,764 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$84.3M -$8.28M -106,681 -9%
FA
35
Financial Advisors
Massachusetts
$76.3M +$1.87M +24,132 +3%
IWC
36
Integrated Wealth Concepts
Massachusetts
$72.6M -$10.7M -137,305 -13%
Allianz Asset Management
37
Allianz Asset Management
Germany
$72.3M -$26.1M -336,214 -27%
GW
38
GW & Wade
Massachusetts
$70.9M -$3.11M -40,052 -4%
SP
39
Symmetry Partners
Connecticut
$68.4M +$3.99M +51,376 +6%
LFA
40
Legacy Financial Advisors
Kentucky
$67.7M -$2.39M -30,751 -3%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$65.2M +$10.6M +137,252 +20%
5L
42
55I LLC
Massachusetts
$61.4M +$12.1M +156,242 +25%
SPIA
43
Steward Partners Investment Advisory
New York
$54.5M +$3.29M +42,359 +6%
PAG
44
Private Advisor Group
New Jersey
$54.4M -$5.73M -73,835 -10%
EWM
45
Executive Wealth Management
Michigan
$53.2M +$27.3M +351,376 +105%
Two Sigma Investments
46
Two Sigma Investments
New York
$51.1M -$58M -747,600 -53%
HF
47
Halpern Financial
Virginia
$49.7M +$2.84M +36,610 +6%
GA
48
Gateway Advisory
New Jersey
$49.1M -$2.1M -27,014 -4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$48.9M -$4.92M -63,379 -9%
AWM
50
AE Wealth Management
Kansas
$45.8M -$44.1M -568,923 -49%
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