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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 %
GBT
826
Grove Bank & Trust
Florida
$388K – – –
SCM
827
Shelton Capital Management
Colorado
$388K – – –
RCG
828
Resource Consulting Group
Florida
$388K +$388K +5,000 New
APIM
829
Agate Pass Investment Management
Washington
$387K – – –
SB
830
Sunflower Bank
Texas
$385K – – –
MMM
831
Mendel Money Management
Illinois
$385K +$49.6K +638 +15%
BCMO
832
Buckingham Capital Management (Ohio)
Ohio
$383K -$20.3K -262 -5%
AA
833
Aire Advisors
California
$380K +$621 +8 +0.2%
CCG
834
Cypress Capital Group
Florida
$380K +$122K +1,577 +47%
TPWA
835
TRUE Private Wealth Advisors
Oregon
$376K -$23.4M -312,128 -98%
RPWA
836
Regent Peak Wealth Advisors
Georgia
$376K – – –
VVP
837
Venture Visionary Partners
Ohio
$375K – – –
CAN
838
Claraphi Advisory Network
United States
$374K +$129K +1,661 +53%
SA
839
Stewardship Advisors
Pennsylvania
$369K – – –
GSAM
840
Grant Street Asset Management
Pennsylvania
$368K +$368K +4,744 New
STB
841
S&T Bank
Pennsylvania
$367K -$271K -3,503 -43%
AC
842
Abbrea Capital
California
$367K – – –
SQA
843
Simon Quick Advisors
New Jersey
$365K -$85.8K -1,107 -19%
EP
844
Eudaimonia Partners
Tennessee
$364K +$364K +4,699 New
CFG
845
Cooper Financial Group
California
$363K -$84.4K -1,087 -19%
B
846
Bridgeworth
Alabama
$359K -$54.7K -705 -13%
RIM
847
Regent Investment Management
Kentucky
$358K – – –
3LCM
848
3D/L Capital Management
Connecticut
$356K -$19.6K -253 -5%
AP
849
Appleton Partners
Massachusetts
$349K -$13.8K -178 -4%
MCA
850
MSH Capital Advisors
Arizona
$344K +$18K +232 +6%
32 33
34
35 36