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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 %
PCIA
851
Prime Capital Investment Advisors
Kansas
$343K – – –
MAM
852
MMA Asset Management
Pennsylvania
$343K – – –
JBA
853
Johnson Bixby & Associates
Washington
$342K -$6.12K -79 -2%
SCM
854
Southport Capital Management
Tennessee
$342K -$3.57K -46 -1%
DWMG
855
DB Wealth Management Group
California
$342K +$8.15K +105 +2%
SW
856
SVB Wealth
Massachusetts
$342K +$8.92K +115 +3%
IA
857
Insight Advisors
Pennsylvania
$342K +$13.2K +170 +4%
LAS
858
Lloyd Advisory Services
Georgia
$341K -$3.62M -46,646 -91%
RFN
859
RDA Financial Network
Iowa
$341K +$11.9K +154 +4%
PA
860
Pinnacle Associates
New York
$340K -$55.5K -715 -14%
SAM
861
Strategic Asset Management
Minnesota
$338K -$47.5K -613 -12%
AIC
862
Archer Investment Corporation
Indiana
$337K +$18.5K +237 +6%
ACA
863
Anchor Capital Advisors
Massachusetts
$337K – – –
LRWA
864
Long Run Wealth Advisors
New York
$336K -$195K -2,528 -37%
PCM
865
Parsons Capital Management
Rhode Island
$334K -$113K -1,458 -25%
FCI
866
Financial Counselors Inc
Kansas
$333K -$85.2K -1,100 -20%
G
867
GenTrust
Florida
$332K – – –
IGWM
868
ICA Group Wealth Management
Colorado
$331K +$331K +4,532 New
MWM
869
Mission Wealth Management
California
$325K -$73.7K -949 -18%
WAG
870
Winthrop Advisory Group
Massachusetts
$325K +$233 +3 +0.1%
FNBT
871
FineMark National Bank & Trust
Florida
$323K -$19.9K -256 -6%
CPSC
872
Carl P. Sherr & Co
Massachusetts
$323K – – –
CWM
873
Congress Wealth Management
Massachusetts
$321K +$3.72K +48 +1%
ACM
874
Advisors Capital Management
New Jersey
$319K +$127K +1,638 +66%
FFWM
875
Future Financial Wealth Management
Ohio
$318K -$64.6K -833 -17%
33 34
35
36 37