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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 %
MAG
926
Mayfair Advisory Group
Alabama
$250K – – –
FC
927
Fusion Capital
South Carolina
$249K -$27.6K -357 -10%
WH
928
Willner & Heller
California
$249K +$809 +10 +0.3%
JWBC
929
J.W. Burns & Co
New York
$248K – – –
AWM
930
Altium Wealth Management
New York
$248K +$43.6K +561 +21%
TI
931
TTP Investments
California
$247K -$17.3K -223 -7%
MSFS
932
Main Street Financial Solutions
Pennsylvania
$245K -$290K -3,728 -54%
PP
933
Patron Partners
Texas
$245K – – –
WWM
934
WJ Wealth Management
Arizona
$244K -$79.6K -1,016 -25%
FC
935
FCA Corp
Texas
$244K +$310 +4 +0.1%
WSFS
936
Wilmington Savings Fund Society
Delaware
$242K -$281K -3,622 -54%
SEIA
937
Signature Estate & Investment Advisors
California
$241K -$22.6K -292 -9%
TI
938
Truepoint Inc
Ohio
$240K +$240K +3,098 New
PWA
939
Peterson Wealth Advisors
Utah
$238K – – –
CWM
940
Connecticut Wealth Management
Connecticut
$238K +$35.1K +452 +17%
TA
941
Tiedemann Advisors
New York
$238K +$238K +3,067 New
BSW
942
Buckingham Strategic Wealth
Missouri
$235K -$109K -1,409 -32%
BL
943
Balentine LLC
Georgia
$235K +$466 +6 +0.2%
FA
944
FDx Advisors
Illinois
$234K +$234K +3,019 New
AF
945
Apexium Financial
Texas
$233K -$6.35K -79 -3%
BPWM
946
Badgley Phelps Wealth Managers
Washington
$233K – – –
SCA
947
Sandy Cove Advisors
Massachusetts
$233K – – –
WA
948
Wambolt & Associates
Colorado
$231K +$3.12K +40 +1%
TFA
949
Teamwork Financial Advisors
Texas
$229K +$229K +2,947 New
HWM
950
Hohimer Wealth Management
Washington
$229K +$229K +2,955 New
36 37
38
39 40