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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 %
CCM
476
Crabel Capital Management
California
$2.12M -$797K -10,273 -27%
GF
477
Gries Financial
Ohio
$2.12M +$479K +6,179 +29%
KFSC
478
Keystone Financial Services (Colorado)
Colorado
$2.12M +$124K +1,734 +6%
D
479
Diversified
Delaware
$2.11M -$39.5K -509 -2%
TWM
480
Tradition Wealth Management
Minnesota
$2.1M -$484K -6,233 -19%
TWM
481
Triton Wealth Management
Arizona
$2.1M – – –
PJSIMP
482
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.1M +$162K +2,205 +8%
W
483
Wealthquest
Ohio
$2.08M – – –
JFG
484
JMG Financial Group
Illinois
$2.07M +$12.3K +158 +0.6%
OCM
485
Orion Capital Management
California
$2.07M -$66.9K -862 -3%
APWM
486
Atlas Private Wealth Management
New York
$2.06M +$123K +1,580 +6%
HWM
487
HB Wealth Management
Georgia
$2.06M +$1.44M +18,593 +235%
Citadel Advisors
488
Citadel Advisors
Florida
$2.06M -$829K -10,685 -29%
KPWS
489
Kestra Private Wealth Services
Texas
$2.05M -$103K -1,332 -5%
TGAM
490
TBH Global Asset Management
Tennessee
$2.02M -$487K -6,279 -19%
CAG
491
Curtis Advisory Group
California
$2.01M -$70.6K -910 -3%
PIMG
492
Patriot Investment Management Group
Tennessee
$2.01M +$69.8K +900 +4%
LIA
493
LBMC Investment Advisors
Tennessee
$1.99M – – –
CA
494
CGN Advisors
Kansas
$1.93M +$150K +1,934 +8%
FFWA
495
FRG Family Wealth Advisors
Washington
$1.93M -$120K -1,550 -6%
SOS
496
Silver Oak Securities
Tennessee
$1.92M +$1.92M +24,302 New
SXL
497
Summit X LLC
Missouri
$1.9M -$519K -6,745 -21%
SL
498
SWMG LLC
Texas
$1.89M -$92.1K -1,188 -5%
MWM
499
Mattern Wealth Management
Kansas
$1.89M – – –
FPCP
500
Fort Point Capital Partners
California
$1.88M -$42.4K -547 -2%
18 19
20
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