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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 %
FFA
801
Founders Financial Alliance
North Carolina
$429K +$90K +1,160 +27%
ACP
802
Aveo Capital Partners
Colorado
$428K +$9.77K +126 +2%
NRI
803
NFP Retirement Inc
California
$426K +$426K +5,494 New
PWW
804
Pettyjohn Wood & White
Virginia
$426K – – –
SWM
805
Selective Wealth Management
Virginia
$424K +$108K +1,387 +34%
Bessemer Group
806
Bessemer Group
New Jersey
$423K -$335K -4,312 -44%
SS
807
Simplicity Solutions
Minnesota
$423K +$423K +5,448 New
CTI
808
Community Trust & Investment
Kentucky
$421K – – –
PFA
809
Professional Financial Advisors
Nebraska
$421K +$6.67K +86 +2%
CHA
810
Carmichael Hill & Associates
Maryland
$420K -$101K -1,298 -19%
MHR
811
Matthew Hamilton Rosenberg
$419K +$160K +2,062 +62%
SW
812
SlateStone Wealth
Florida
$418K -$34.6K -447 -8%
BTWM
813
Baker Tilly Wealth Management
Wisconsin
$410K -$45.2K -583 -10%
DY
814
Dowling & Yahnke
California
$409K – – –
RCM
815
Rain Capital Management
Oregon
$407K +$1.4K +18 +0.3%
FTUS
816
Flow Traders U.S.
New York
$403K +$403K +5,198 New
GSIS
817
Global Strategic Investment Solutions
Arizona
$402K +$1.32K +17 +0.3%
AP
818
Advisor Partners
California
$399K -$102K -1,318 -20%
FNT
819
First National Trust
Pennsylvania
$398K -$25.2K -325 -6%
FF
820
FourThought Financial
Florida
$395K -$276K -3,550 -41%
MHB
821
Midwest Heritage Bank
Iowa
$394K +$76.7K +989 +24%
SLWA
822
San Luis Wealth Advisors
California
$392K – – –
PGFC
823
Peapack-Gladstone Financial Corp
New Jersey
$391K +$53.3K +687 +16%
FFA
824
Freedman Financial Associates
Massachusetts
$391K +$235K +2,996 +150%
BMCM
825
Burns Matteson Capital Management
New York
$390K -$51.7K -666 -12%
31 32
33
34 35