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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 %
AWM
526
Alterna Wealth Management
Texas
$1.63M +$4.89K +63 +0.3%
BFS
527
Bickling Financial Services
Massachusetts
$1.62M -$180K -2,324 -10%
RZH
528
Relyea Zuckerberg Hanson
Connecticut
$1.62M – – –
FCA
529
FLC Capital Advisors
California
$1.6M -$54.8K -707 -3%
T
530
TNF
Montana
$1.57M -$636K -8,383 -29%
SF
531
Symphony Financial
Texas
$1.57M +$179K +2,290 +13%
AWM
532
Aspire Wealth Management
Massachusetts
$1.57M -$1.05M -13,567 -40%
CMS
533
Capital Market Strategies
Florida
$1.57M – – –
FDCC
534
Foster Dykema Cabot & Co
Massachusetts
$1.56M -$96.6K -1,245 -6%
EA
535
Emerald Advisors
Washington
$1.56M +$96.9K +1,249 +7%
ISB
536
Iowa State Bank
Iowa
$1.55M -$175K -2,261 -10%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$1.55M -$100K -1,291 -6%
BDF
538
Black Diamond Financial
Maryland
$1.54M -$156K -2,010 -9%
CWG
539
Crown Wealth Group
North Carolina
$1.53M +$327K +4,221 +27%
CIBC World Market
540
CIBC World Market
Ontario, Canada
$1.53M -$372K -4,795 -20%
WMS
541
Wealth Management Solutions
Pennsylvania
$1.51M -$2.11M -27,169 -58%
FMN
542
Financial Management Network
California
$1.5M -$48.8K -624 -3%
DAM
543
Derbend Asset Management
Georgia
$1.5M – – –
BFA
544
BMS Financial Advisors
South Dakota
$1.49M -$272K -3,512 -15%
AWE
545
Avidian Wealth Enterprises
Texas
$1.47M +$620 +8 +0%
PIA
546
Perennial Investment Advisors
California
$1.46M +$76.1K +982 +5%
RBFC
547
Roman Butler Fullerton & Co
Missouri
$1.46M +$4.89K +63 +0.3%
CWM
548
CCG Wealth Management
California
$1.45M – – –
OWM
549
OneAscent Wealth Management
Alabama
$1.45M +$1.45M +18,697 New
WA
550
Wealth Alliance
New York
$1.45M +$61.3K +790 +4%
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