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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 %
WI
626
Wintrust Investments
Illinois
$1.01M -$50.4K -649 -5%
EWM
627
Endowment Wealth Management
Wisconsin
$1M -$107K -1,374 -10%
EPA
628
Element Pointe Advisors
Florida
$989K -$62.5K -805 -6%
HH
629
Hilltop Holdings
Texas
$988K +$134K +1,722 +16%
CCWA
630
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$977K -$72.4K -934 -7%
WMA
631
West Michigan Advisors
Michigan
$975K +$55.7K +719 +6%
SW
632
Solidarity Wealth
Utah
$973K +$973K +12,449 New
LC
633
Lincoln Capital
Nebraska
$968K -$1.24K -16 -0.1%
MC
634
Moors & Cabot
Massachusetts
$967K -$62.5K -805 -6%
TI
635
tru Independence
Oregon
$964K -$9.59K -124 -1%
DA
636
Detalus Advisors
Missouri
$949K -$147K -1,899 -13%
WMA
637
Wealth Management Associates
New Jersey
$935K – – –
TF
638
TIAA FSB
Florida
$926K -$75.2K -969 -8%
BWA
639
BDO Wealth Advisors
Florida
$925K +$8.92K +115 +1%
MCIA
640
Mountain Capital Investment Advisors
Colorado
$924K -$126K -1,614 -12%
HSA
641
HBK Sorce Advisory
Pennsylvania
$911K -$112K -1,442 -11%
CG
642
Caprock Group
Idaho
$907K -$21.7K -280 -2%
CFA
643
Cahill Financial Advisors
Minnesota
$904K -$105K -1,357 -10%
WGCA
644
Wolf Group Capital Advisors
Virginia
$901K -$2.3M -29,577 -72%
AWM
645
Avaii Wealth Management
Wisconsin
$896K -$8.3K -107 -0.9%
OPWM
646
Oxinas Partners Wealth Management
Indiana
$891K +$248K +3,196 +39%
FA
647
Flagstar Advisors
New York
$889K +$3.87K +50 +0.4%
CWM
648
C2C Wealth Management
Arizona
$885K -$35.3K -450 -4%
SIA
649
Soltis Investment Advisors
Utah
$882K -$65.8K -848 -7%
BFG
650
Bouchey Financial Group
New York
$880K -$30.3K -391 -3%
24 25
26
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