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iShares MSCI USA Min Vol Factor ETF
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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 %
V
951
Veritable
Delaware
$228K – – –
SHWM
952
Silicon Hills Wealth Management
Texas
$228K – – –
GT
953
Glenview Trust
Kentucky
$227K – – –
KIG
954
Kowal Investment Group
Wisconsin
$225K +$225K +2,899 New
PWS
955
Paragon Wealth Strategies
Florida
$223K +$775 +10 +0.3%
TC
956
TownSquare Capital
Utah
$221K -$34.5K -444 -13%
TCOV
957
Trust Company of Vermont
Vermont
$220K -$2.25K -29 -1%
BBHC
958
Brown Brothers Harriman & Co
New York
$220K – – –
AWS
959
Arkfeld Wealth Strategies
Nebraska
$219K +$701 +9 +0.3%
PCP
960
Proficio Capital Partners
Massachusetts
$217K – – –
BZWA
961
Blue Zone Wealth Advisors
California
$217K +$4.04K +52 +2%
WAOTB
962
Wealth Advisors of Tampa Bay
Florida
$216K – – –
EA
963
Eudaimonia Advisors
Tennessee
$216K – – –
FVWA
964
Foster Victor Wealth Advisors
South Carolina
$215K -$35.1K -448 -14%
RMAM
965
Raab & Moskowitz Asset Management
New Jersey
$215K – – –
PCA
966
Personal Capital Advisors
California
$215K +$13.7K +176 +7%
TC
967
Titleist Capital
Texas
$214K -$3.25K -42 -1%
MIM
968
MTM Investment Management
South Carolina
$214K – – –
FI
969
Financial Insights
Washington
$213K -$12.4K -160 -6%
MWA
970
Monograph Wealth Advisors
California
$211K – – –
WWM
971
Wolff Wiese Magana
California
$209K – – –
SPL
972
Smart Portfolios LLC
Washington
$209K +$12.9K +166 +7%
MAG
973
MRA Advisory Group
New Jersey
$208K – – –
MCM
974
Maryland Capital Management
Maryland
$207K – – –
BCM
975
BTR Capital Management
California
$207K – – –
37 38
39
40 41