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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 %
SCA
751
Southern Capital Advisors
Tennessee
$548K -$1.94K -25 -0.4%
OPA
752
Old Port Advisors
Maine
$543K -$7.03K -90 -1%
CWA
753
Capital Wealth Alliance
Arizona
$543K -$6.59K -85 -1%
WB
754
Webster Bank
Connecticut
$540K -$23.7K -305 -4%
MGIA
755
Moneta Group Investment Advisors
Missouri
$535K -$133K -1,719 -20%
RFC
756
Regions Financial Corp
Alabama
$535K +$35.7K +460 +7%
WF
757
Warner Financial
Maryland
$531K +$3.57K +46 +0.7%
WTC
758
WhitTier Trust Company
Nevada
$530K – – –
TI
759
Trexquant Investment
Connecticut
$529K +$529K +6,819 New
MWM
760
MorganRosel Wealth Management
Colorado
$527K +$117K +1,511 +29%
LF
761
LifeSteps Financial
California
$524K -$3.96K -51 -0.7%
APC
762
Aspire Private Capital
North Carolina
$520K +$15.4K +199 +3%
GG
763
Golden Green
South Carolina
$518K -$79.2K -1,021 -13%
RWP
764
Ridgecrest Wealth Partners
California
$516K – – –
RF
765
Rollins Financial
Georgia
$507K -$425K -5,480 -46%
WF
766
Williams Financial
Vermont
$506K -$57.7K -744 -10%
QC
767
Quent Capital
New York
$506K +$506K +6,526 New
NWM
768
Northcape Wealth Management
New York
$505K +$6.13K +79 +1%
ACS
769
Archford Capital Strategies
Illinois
$500K +$186K +2,388 +59%
SAM
770
Silvercrest Asset Management
New York
$498K -$24K -309 -5%
WC
771
Whitney & Co
New York
$490K -$56.1K -723 -10%
State Street
772
State Street
Massachusetts
$490K -$10.7K -138 -2%
SW
773
StrongBox Wealth
Missouri
$488K +$13.2K +170 +3%
CPIA
774
Cornell Pochily Investment Advisors
New York
$487K -$10.9K -141 -2%
PPWM
775
PFG Private Wealth Management
Florida
$484K -$18.4K -238 -4%
29 30
31
32 33