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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 %
PAS
51
Park Avenue Securities
New York
$45.7M -$6.54M -84,263 -13%
FFA
52
Fragasso Financial Advisors
Pennsylvania
$42.9M +$449K +5,790 +1%
IDA
53
Intelligence Driven Advisers
California
$42.7M +$12.9M +163,799 +44%
KeyBank National Association
54
KeyBank National Association
Ohio
$42.5M -$2.07M -26,681 -5%
PWP
55
Personal Wealth Partners
Minnesota
$42.4M -$1.12M -14,458 -3%
SAS
56
Sanford Advisory Services
Michigan
$40.8M -$1.24M -16,019 -3%
KAS
57
Kestra Advisory Services
Texas
$40.2M -$3.37M -43,424 -8%
DLIC
58
Daido Life Insurance Company
Japan
$39.8M – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$39.6M -$709K -9,150 -2%
AWAG
60
ARS Wealth Advisors Group
Florida
$39.4M -$799K -10,295 -2%
Stifel Financial
61
Stifel Financial
Missouri
$38.8M +$629K +8,109 +2%
Truist Financial
62
Truist Financial
North Carolina
$37.9M -$3.33M -42,950 -8%
KA
63
Klingman & Associates
New York
$37.5M -$574K -7,396 -2%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.4M -$2.42M -31,175 -6%
SWP
65
Stratos Wealth Partners
Ohio
$36.5M +$9.33M +120,283 +34%
GWM
66
Geneos Wealth Management
Colorado
$35.7M -$4.4M -56,690 -11%
M&T Bank
67
M&T Bank
New York
$35.5M -$13.1M -169,136 -27%
GT
68
Glenmede Trust
Pennsylvania
$35.1M -$1.82M -23,459 -5%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$34.6M -$111M -1,434,100 -76%
CAG
70
Crestwood Advisors Group
Massachusetts
$33.2M -$237K -3,052 -0.7%
BPA
71
Beacon Pointe Advisors
California
$33M +$6.02M +77,666 +22%
UCFA
72
United Capital Financial Advisors
Texas
$32.4M -$2.12M -27,383 -6%
AAS
73
Avantax Advisory Services
Texas
$31.2M -$19.3M -249,205 -38%
IWS
74
Insight Wealth Strategies
California
$30.8M +$228K +2,943 +0.7%
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$30.6M -$1.09M -14,002 -3%
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