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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 %
AIA
726
AIMZ Investment Advisors
California
$622K – – –
OFG
727
Oxford Financial Group
Indiana
$622K +$224K +2,884 +56%
VWM
728
Venturi Wealth Management
Texas
$618K -$45.4K -585 -7%
CF
729
Clarity Financial
Texas
$618K +$618K +7,965 New
H6H
730
Hightower 6M Holding
Kansas
$618K +$618K +7,969 New
HL
731
HeadInvest LLC
Maine
$616K -$1.78K -23 -0.3%
CSPIA
732
Cary Street Partners Investment Advisory
Virginia
$614K -$66.2K -853 -10%
FG
733
Fiduciary Group
Georgia
$607K – – –
BF
734
BOK Financial
Oklahoma
$607K +$3.41K +44 +0.6%
OC
735
Oppenheimer & Co
New York
$601K -$83K -1,070 -12%
SFG
736
Sowa Financial Group
Rhode Island
$601K +$698 +9 +0.1%
SPAS
737
Spectrum Planning & Advisory Services
California
$596K -$359K -4,630 -38%
VFIC
738
Valley Forge Investment Consultants
Pennsylvania
$592K +$2.02K +26 +0.3%
TRCT
739
Tower Research Capital (TRC)
New York
$587K +$587K +7,565 New
GWM
740
GSB Wealth Management
Connecticut
$579K -$26.2K -338 -4%
GIA
741
Guyasuta Investment Advisors
Pennsylvania
$576K – – –
SYBT
742
Stock Yards Bank & Trust
Kentucky
$576K +$90.8K +1,170 +19%
PMG
743
ProVise Management Group
Florida
$574K +$169K +2,182 +42%
JWCA
744
J.W. Coons Advisors
Ohio
$569K +$932 +12 +0.2%
WCA
745
Waypoint Capital Advisors
Minnesota
$565K – – –
BW
746
Bison Wealth
Georgia
$565K +$210K +2,702 +59%
SFPG
747
Stonebridge Financial Planning Group
Florida
$560K -$78 -1 -0%
DAS
748
Dynamic Advisor Solutions
Arizona
$556K +$279K +3,588 +100%
WA
749
Waddell & Associates
Tennessee
$555K – – –
AT
750
American Trust
Kentucky
$552K +$552K +7,119 New
28 29
30
31 32