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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 %
SWMP
901
Signature Wealth Management Partners
New Jersey
$286K -$27.1K -349 -9%
AFM
902
Andesa Financial Management
Pennsylvania
$279K +$41.2K +534 +17%
SPI
903
Sutton Place Investors
New York
$276K -$6.52K -86 -2%
QPWM
904
Quadrant Private Wealth Management
Pennsylvania
$276K +$276K +3,560 New
RL
905
Retireful LLC
Michigan
$276K +$276K +3,701 New
PFG
906
Peterson Financial Group
Iowa
$275K -$16.8K -217 -6%
FDCDDQ
907
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K -$931 -12 -0.3%
CAWM
908
Capital Advisors Wealth Management
Washington
$274K -$99.4K -1,279 -27%
HCM
909
Hengehold Capital Management
Ohio
$274K -$10.7K -138 -4%
HFS
910
Howard Financial Services
Texas
$273K +$852 +11 +0.3%
FWM
911
Focused Wealth Management
New York
$271K +$698 +9 +0.3%
LAM
912
LifePro Asset Management
California
$270K -$233 -3 -0.1%
SWM
913
SeaCrest Wealth Management
New York
$269K -$39.6K -510 -13%
AWM
914
Aevitas Wealth Management
Massachusetts
$269K +$777 +10 +0.3%
HKIMG
915
Hutchens & Kramer Investment Management Group
Indiana
$268K – – –
ESB
916
Essex Savings Bank
Connecticut
$266K – – –
BDFN
917
Bond & Devick Financial Network
Minnesota
$265K -$4.04K -52 -2%
RP
918
Riverwater Partners
Wisconsin
$265K – – –
CCA
919
Clearwater Capital Advisors
Illinois
$264K -$211K -2,728 -44%
SFA
920
Sequoia Financial Advisors
Ohio
$262K -$125K -1,613 -32%
CFS
921
CRA Financial Services
New Jersey
$261K -$78 -1 -0%
AWA
922
Amplius Wealth Advisors
Pennsylvania
$259K – – –
C
923
CEDRUS
Colorado
$258K -$14.2K -183 -5%
APW
924
Acima Private Wealth
Virginia
$254K -$89.7K -1,156 -26%
FF
925
Fluent Financial
Texas
$250K -$102K -1,310 -29%
35 36
37
38 39