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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 %
WMG
876
WESCAP Management Group
California
$318K – – –
MA
877
MKT Advisors
California
$316K -$28.1K -393 -8%
PCG
878
Private Capital Group
Connecticut
$315K -$32.8K -423 -9%
Koshinski Asset Management
879
Koshinski Asset Management
Illinois
$313K -$289K -3,720 -48%
VCA
880
Verdence Capital Advisors
Maryland
$313K – – –
BG
881
Benedetti & Gucer
Georgia
$312K +$75.9K +979 +32%
SF
882
Summit Financial
New Jersey
$311K -$73.7K -950 -19%
LWP
883
Legacy Wealth Planning
Nevada
$311K -$185K -2,392 -37%
PP
884
Patten & Patten
Tennessee
$310K -$380K -4,893 -55%
HCA
885
Harbour Capital Advisors
Virginia
$310K -$19.4K -250 -6%
PFO
886
Pathstone Family Office
New Jersey
$307K +$75.5K +963 +33%
CTFG
887
Capstone Triton Financial Group
Oklahoma
$304K – – –
GFPC
888
Global Financial Private Client
Florida
$303K -$3.83K -49 -1%
LWP
889
Lumature Wealth Partners
Georgia
$302K -$78.6K -1,014 -21%
GSEP
890
Golden State Equity Partners
California
$302K +$15.5K +200 +5%
SCFS
891
S.C. Financial Services
Arizona
$302K +$29.7K +383 +11%
NAM
892
NorthCrest Asset Manangement
Minnesota
$300K +$300K +3,863 New
FRA
893
Front Row Advisors
California
$299K -$15.6K -201 -5%
HFS
894
Horizon Financial Services
North Carolina
$298K -$157K -2,031 -35%
RP
895
Rowlandmiller & Partners
Georgia
$297K – – –
WI
896
WBI Investments
New Jersey
$296K -$9.34K -121 -3%
LNB
897
Ledyard National Bank
$296K +$8.52K +110 +3%
PSF
898
Pacific Sun Financial
California
$293K -$7.75K -100 -3%
CWG
899
Cornerstone Wealth Group
North Carolina
$292K -$11.2M -144,683 -97%
MSCM
900
McElhenny Sheffield Capital Management
Texas
$291K -$3.89K -50 -1%
34 35
36
37 38