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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 %
RCM
776
Radnor Capital Management
Pennsylvania
$482K – – –
ABC
777
Associated Banc-Corp
Wisconsin
$479K – – –
PL
778
Parthenon LLC
Kentucky
$477K +$21.3K +275 +5%
EWM
779
Evermay Wealth Management
Virginia
$477K +$277K +3,571 +139%
LCP
780
Legacy Capital Partners
Wisconsin
$476K -$8.15K -105 -2%
PG
781
Patten Group
Tennessee
$476K – – –
AFO
782
Allie Family Office
Florida
$475K – – –
EIA
783
Eldridge Investment Advisors
New Hampshire
$474K – – –
BFA
784
Beaumont Financial Advisors
Massachusetts
$472K -$10.6M -137,022 -96%
FMWA
785
Forvis Mazars Wealth Advisors
Missouri
$471K -$66.5K -858 -12%
LWAC
786
Laurel Wealth Advisors (California)
California
$468K +$1.63K +21 +0.3%
PWMG
787
Prestige Wealth Management Group
New Jersey
$468K +$24.8K +320 +6%
AWP
788
Ascent Wealth Partners
New York
$459K -$24.4K -314 -5%
SC
789
Sinecera Capital
Texas
$458K +$1.63K +21 +0.4%
BWM
790
Baystate Wealth Management
Massachusetts
$458K +$218K +2,812 +91%
AFP
791
Ausdal Financial Partners
Iowa
$456K -$318K -4,093 -41%
LA
792
LexAurum Advisors
Kansas
$456K -$5.43K -70 -1%
HCA
793
Heck Capital Advisors
Wisconsin
$449K -$1.84M -23,697 -80%
VC
794
Vicus Capital
Pennsylvania
$446K +$8.08K +104 +2%
VFA
795
Valeo Financial Advisors
Indiana
$444K +$10.5K +135 +2%
SP
796
Successful Portfolios
Florida
$443K +$143K +1,840 +48%
DT
797
Diversified Trust
Tennessee
$434K -$185K -2,385 -30%
SWA
798
SFMG Wealth Advisors
Texas
$434K – – –
AB
799
Atlas Brown
Kentucky
$433K -$12.1K -156 -3%
T
800
TRUADVICE
Florida
$429K +$8.56K +117 +2%
30 31
32
33 34