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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 %
CC
601
Courier Capital
New York
$1.12M -$15.5K -200 -1%
RW
602
Rede Wealth
Virginia
$1.11M -$11K -142 -1%
PWMG
603
Provence Wealth Management Group
California
$1.1M +$161K +2,077 +17%
SFG
604
StrategIQ Financial Group
Indiana
$1.09M +$466 +6 +0%
WA
605
WBH Advisory
Maryland
$1.09M +$223K +2,932 +26%
WF
606
Welch & Forbes
Massachusetts
$1.09M -$40.1K -517 -4%
SSWM
607
Sheets Smith Wealth Management
North Carolina
$1.08M +$877K +11,303 +423%
EL
608
EQ LLC
Washington
$1.08M +$1.4K +18 +0.1%
PCA
609
Peddock Capital Advisors
Massachusetts
$1.07M +$51.2K +660 +5%
RWA
610
Ropes Wealth Advisors
Massachusetts
$1.07M +$7.52K +97 +0.7%
PWG
611
Private Wealth Group
Florida
$1.07M +$16.5K +212 +2%
FWP
612
Firethorn Wealth Partners
Georgia
$1.07M -$56.1K -723 -5%
HNB
613
Huntington National Bank
Ohio
$1.05M -$816K – –
SG
614
StoneX Group
New York
$1.04M +$5.97K +77 +0.6%
CA
615
CoreCap Advisors
Michigan
$1.04M +$337K +4,341 +48%
FPAS
616
Focus Partners Advisor Solutions
Missouri
$1.04M +$1.04M +13,383 New
TFGT
617
TS Financial Group (TSFG)
Illinois
$1.03M -$21.5K -277 -2%
GA
618
Greytown Advisors
Florida
$1.03M +$739K +9,531 +252%
MWM
619
MBE Wealth Management
Wisconsin
$1.03M -$113K -1,457 -10%
BWM
620
BCS Wealth Management
Tennessee
$1.03M -$20K -258 -2%
TF
621
Trek Financial
Arizona
$1.03M -$282K -3,636 -22%
NRW
622
Nova R Wealth
Kansas
$1.02M +$465 +6 +0%
PPP
623
Private Portfolio Partners
New Jersey
$1.02M -$152K -1,963 -13%
FCFC
624
First Citizens Financial Corp
Iowa
$1.02M +$231K +2,978 +29%
Balyasny Asset Management
625
Balyasny Asset Management
Illinois
$1.01M +$1.01M +13,035 New
23 24
25
26 27