USMV icon

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 %
SWA
501
Stratos Wealth Advisors
Ohio
$1.86M -$278K -3,586 -13%
CFCI
502
Comprehensive Financial Consultants Institutional
Indiana
$1.82M -$33.7K -463 -2%
Natixis Advisors
503
Natixis Advisors
Massachusetts
$1.81M -$317K -4,091 -15%
STA
504
Summit Trail Advisors
New York
$1.79M – – –
TSA
505
Tri-Star Advisors
Texas
$1.76M -$540K -7,229 -23%
APA
506
Astoria Portfolio Advisors
New York
$1.76M +$377K +4,856 +27%
PCA
507
Pallas Capital Advisors
Massachusetts
$1.75M -$151K -1,936 -8%
CCFM
508
Clear Creek Financial Management
Washington
$1.73M +$241K +3,102 +16%
EFG
509
Erickson Financial Group
Pennsylvania
$1.73M -$8.3K -107 -0.5%
CWA
510
Clearview Wealth Advisors
Oregon
$1.72M -$1.55M -19,985 -47%
BWM
511
BCGM Wealth Management
Indiana
$1.71M +$220 +3 +0%
DB
512
Dravo Bay
Delaware
$1.69M +$152K +1,962 +10%
DE
513
Day & Ennis
Georgia
$1.69M -$393K -5,070 -19%
RB
514
Renasant Bank
Mississippi
$1.69M +$5.04K +65 +0.3%
FG
515
Foster Group
Iowa
$1.68M +$242K +3,125 +17%
SFG
516
Sovereign Financial Group
Connecticut
$1.68M -$33.7K -434 -2%
IAN
517
Integrated Advisors Network
Texas
$1.66M -$1.77M -22,793 -52%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$1.66M -$1.15M -14,853 -41%
AWA
519
Arkadios Wealth Advisors
Georgia
$1.65M -$226K -2,911 -12%
BEI
520
Benjamin Edwards Inc
Missouri
$1.64M -$41.4K -534 -2%
LWM
521
Liberty Wealth Management
California
$1.64M +$1.54M +19,927 +1,437%
BI
522
Berkeley Inc
Idaho
$1.64M -$1.17M -15,082 -42%
OPS
523
Orion Portfolio Solutions
Nebraska
$1.64M +$367K +4,735 +29%
WP
524
WealthShield Partners
North Carolina
$1.64M -$33.4K -430 -2%
I
525
INVST
Indiana
$1.64M +$32.8K +460 +2%
19 20
21
22 23