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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 %
SBL
651
Sargent Bickham Lagudis
Colorado
$875K +$8.84K +114 +1%
SWP
652
ShoreHaven Wealth Partners
New Jersey
$872K +$872K +11,244 New
SC
653
Scotia Capital
Ontario, Canada
$868K -$115K -1,476 -12%
LF
654
Lantz Financial
Illinois
$867K +$98.2K +1,265 +13%
MPCG
655
Matrix Private Capital Group
New York
$865K – – –
HWMA
656
Heritage Wealth Management (Arizona)
Arizona
$862K +$862K +11,113 New
SAM
657
Strategy Asset Managers
California
$861K +$861K +11,102 New
IFWM
658
Institute for Wealth Management
Colorado
$860K -$11.5K -148 -1%
CPA
659
Cardiff Park Advisors
California
$859K +$11.9K +154 +1%
MFW
660
Meristem Family Wealth
Minnesota
$858K – – –
VWM
661
Vigilare Wealth Management
Arizona
$857K -$1.49M -19,237 -64%
4WM
662
4J Wealth Management
Virginia
$857K -$17.8K -230 -2%
CRWM
663
Castle Rock Wealth Management
California
$849K -$23.1K -295 -3%
MIH
664
Meitav Investment House
Israel
$848K – – –
QT
665
Quantbot Technologies
New York
$843K +$250K +3,225 +42%
WWM
666
Wagner Wealth Management
South Carolina
$838K +$419K +5,400 +100%
AWM
667
Ameliora Wealth Management
Switzerland
$835K – – –
KP
668
Keel Point
Alabama
$829K -$690K -8,891 -45%
PWM
669
Provident Wealth Management
Tennessee
$828K -$27.5K -355 -3%
CWM
670
Concentrum Wealth Management
California
$823K -$5.87M -75,681 -88%
SPWM
671
Schrum Private Wealth Management
Florida
$812K +$33.9K +450 +4%
RCM
672
Requisite Capital Management
Texas
$794K -$18.7M -241,034 -96%
MA
673
MUFG Americas
New York
$788K +$400K +5,159 +103%
NCM
674
Novare Capital Management
North Carolina
$786K -$18.5M -237,797 -96%
SWM
675
SigFig Wealth Management
California
$785K -$247K -2,740 -24%
25 26
27
28 29