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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 %
RPSA
701
Richard P. Slaughter Associates
Texas
$696K -$345K -4,446 -33%
FH
702
FWG Holdings
Florida
$695K -$114K -1,469 -14%
RJTCONH
703
Raymond James Trust Company of New Hampshire
New Hampshire
$692K +$692K +8,923 New
IWA
704
Intercontinental Wealth Advisors
Texas
$691K – – –
MWM
705
Maripau Wealth Management
Indiana
$690K +$52.8K +702 +8%
EFG
706
Everhart Financial Group
Ohio
$687K -$40.2K -518 -6%
EL
707
EMFO LLC
Florida
$687K – – –
Neuberger Berman Group
708
Neuberger Berman Group
New York
$685K +$450K +5,803 +192%
EGA
709
E&G Advisors
Texas
$680K -$37.7K -486 -5%
WP
710
WealthPLAN Partners
Nebraska
$678K -$76.3K -1,040 -10%
WIM
711
WealthPlan Investment Management
Nebraska
$678K +$678K +9,237 New
DC
712
Davenport & Co
Virginia
$673K -$102K -1,316 -13%
COCM
713
Charter Oak Capital Management
New Hampshire
$673K -$45.3K -584 -6%
CAM
714
Cidel Asset Management
Ontario, Canada
$670K -$25.2K -325 -4%
APW
715
Aurora Private Wealth
New Jersey
$670K – – –
KIA
716
KCM Investment Advisors
California
$668K – – –
CC
717
Copperleaf Capital
North Carolina
$665K +$27.8K +358 +4%
SIM
718
Seaview Investment Managers
Florida
$659K +$659K +8,500 New
PFA
719
Pinnacle Family Advisors
Missouri
$647K -$28K -361 -4%
Bank of Montreal
720
Bank of Montreal
Ontario, Canada
$646K +$46.5K +594 +8%
FA
721
Fermata Advisors
California
$643K +$21.6K +279 +3%
AWA
722
Arete Wealth Advisors
Illinois
$641K -$97.7K -1,259 -13%
TIA
723
Traphagen Investment Advisors
New Jersey
$639K -$225K -2,904 -26%
DWT
724
Dorsey & Whitney Trust
South Dakota
$630K -$86K -1,110 -12%
BJL
725
Brighton Jones LLC
Washington
$625K +$69.9K +901 +13%
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