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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 %
OBWP
676
O'Brien Wealth Partners
Massachusetts
$785K – – –
WAL
677
W Advisors LLC
Tennessee
$785K +$146K +1,885 +23%
SS
678
Sunbelt Securities
Texas
$783K -$20.5K -262 -3%
GBWM
679
Granite Bay Wealth Management
New Hampshire
$779K -$171K -2,208 -18%
FA
680
Fountainhead AM
New Jersey
$779K +$2.56K +33 +0.3%
JIP
681
Jaffetilchin Investment Partners
Florida
$778K +$32.6K +459 +4%
DP
682
Denver PWM
Colorado
$770K -$20.8K -267 -3%
ECML
683
Eagle Capital Management (Louisiana)
Louisiana
$763K +$55.6K +716 +8%
TA
684
TrueWealth Advisors
Alabama
$762K – – –
WWP
685
WR Wealth Planners
Missouri
$759K +$759K +9,786 New
VC
686
Veery Capital
Delaware
$757K -$11K -142 -1%
PP
687
PDS Planning
Ohio
$754K +$41.3K +532 +6%
JSL
688
JT Stratford LLC
Georgia
$752K -$91.7K -1,182 -11%
SWM
689
Silverlake Wealth Management
Vermont
$750K -$384K -4,952 -34%
RCM
690
Raleigh Capital Management
North Carolina
$749K -$98.9K -1,276 -12%
RFN
691
Redwood Financial Network
Ohio
$746K +$746K +9,619 New
MCWS
692
McKinley Carter Wealth Services
West Virginia
$739K -$77.4K -999 -9%
FCIM
693
Fairview Capital Investment Management
California
$738K -$5.81K -75 -0.8%
FCM
694
Fourpath Capital Management
Oklahoma
$729K -$77.2K -995 -10%
BCP
695
Blackhawk Capital Partners
Wisconsin
$719K -$91.4K -1,179 -11%
NCM
696
NCM Capital Management
New Jersey
$711K +$514K +6,629 +261%
AGP
697
Autumn Glory Partners
Texas
$708K +$204K +2,629 +40%
CFD
698
Creative Financial Designs
Indiana
$706K -$33.9K -437 -5%
TAM
699
Townsend Asset Management
North Carolina
$704K -$24.7K -319 -3%
TPWM
700
Twelve Points Wealth Management
Massachusetts
$700K -$119K -1,532 -15%
26 27
28
29 30