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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 %
LA
551
Latitude Advisors
Florida
$1.44M +$408K +5,256 +39%
SEP
552
Southland Equity Partners
Missouri
$1.43M -$29.3K -378 -2%
TP
553
Tranquility Partners
Tennessee
$1.42M +$99.1K +1,278 +7%
FCH
554
Freestone Capital Holdings
Washington
$1.42M +$1.42M +18,312 New
SA
555
Scarborough Advisors
Maryland
$1.42M +$64K +825 +5%
SIA
556
Strategic Investment Advisors
Michigan
$1.42M -$140K -1,803 -9%
CFAM
557
Center For Asset Management
Florida
$1.41M -$142K -1,828 -9%
FA
558
Forefront Analytics
Pennsylvania
$1.4M -$3.25K -42 -0.2%
MYIA
559
Mount Yale Investment Advisors
Colorado
$1.39M -$125K -1,614 -8%
SFP
560
Shepherd Financial Partners
Massachusetts
$1.39M -$124K -1,596 -8%
RA
561
Riversedge Advisors
Delaware
$1.38M -$275K -3,549 -17%
JCM
562
Jacobi Capital Management
Pennsylvania
$1.38M +$38.9K +502 +3%
EWA
563
EP Wealth Advisors
California
$1.37M -$16.8K -216 -1%
MHS
564
M Holdings Securities
Oregon
$1.37M +$1.37M +17,638 New
JGCM
565
Joseph Group Capital Management
Ohio
$1.36M -$169K -2,175 -11%
TCA
566
Transcend Capital Advisors
New Jersey
$1.36M -$158K -2,037 -10%
CIBC Private Wealth Group
567
CIBC Private Wealth Group
Georgia
$1.35M +$100K +1,295 +8%
RA
568
RFG Advisory
Alabama
$1.34M -$485K -6,257 -27%
NWMG
569
National Wealth Management Group
Ohio
$1.34M -$402K -5,186 -23%
CWM
570
Centric Wealth Management
Illinois
$1.34M +$2.87K +37 +0.2%
RI
571
Ridgewood Investments
New Jersey
$1.32M -$7.99K -103 -0.6%
AR
572
Apeiron RIA
Texas
$1.32M -$39.5K -500 -3%
VWA
573
V Wealth Advisors
Kansas
$1.3M -$35K -451 -3%
BCA
574
Bay Colony Advisors
Massachusetts
$1.3M -$472K -6,082 -27%
CAM
575
Concorde Asset Management
Michigan
$1.28M -$379K -4,890 -23%
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