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 %
GHA
576
GW Henssler & Associates
Georgia
$1.27M -$719K -9,277 -36%
FBFS
577
First Business Financial Services
Wisconsin
$1.25M -$5.2K -67 -0.4%
ARC
578
Advisor Resource Council
Texas
$1.24M -$1.18M -15,172 -49%
C1AG
579
Client 1st Advisory Group
Florida
$1.24M +$194K +2,504 +19%
AWM
580
Atticus Wealth Management
Florida
$1.23M +$175K +2,259 +17%
BHWM
581
Bay Harbor Wealth Management
Maryland
$1.22M +$3.96K +51 +0.3%
SVWAG
582
Sound View Wealth Advisors Group
Georgia
$1.22M -$7.6K -98 -0.6%
MLA
583
My Legacy Advisors
Oregon
$1.22M +$1.22M +15,718 New
LC
584
LCNB Corp
Ohio
$1.21M +$2.48K +32 +0.2%
WI
585
WrapManager Inc
California
$1.21M -$53.8K -693 -4%
WS
586
Wedbush Securities
California
$1.21M -$601K -7,750 -33%
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$1.21M -$14K -181 -1%
CA
588
Claro Advisors
Massachusetts
$1.21M – – –
TVAMP
589
Tennessee Valley Asset Management Partners
Tennessee
$1.2M -$372K -4,791 -24%
AA
590
Advisory Alpha
Michigan
$1.2M -$14.5K -187 -1%
KWM
591
Keebeck Wealth Management
Illinois
$1.19M -$56.2K -725 -5%
IP
592
Intellectus Partners
California
$1.18M -$29.5K -380 -2%
CA
593
Continuum Advisory
Idaho
$1.17M +$688K +9,364 +141%
MP
594
McDonald Partners
Ohio
$1.17M -$5.59M -72,021 -83%
ECA
595
Elevated Capital Advisors
Utah
$1.17M +$1.17M +15,044 New
ACM
596
AlphaStar Capital Management
North Carolina
$1.16M -$3.05M -39,271 -72%
CT
597
Columbia Trust
Oregon
$1.16M +$1.16M +14,895 New
YWS
598
Yarger Wealth Strategies
Ohio
$1.14M -$2.09M -26,969 -65%
GLLW
599
Graves Light Lenhart Wealth
Virginia
$1.12M -$62.1K -800 -5%
WT
600
Whittier Trust
California
$1.12M – – –
22 23
24
25 26