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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 %
ACG
76
Allen Capital Group
Nebraska
$29.7M -$239K -3,083 -0.8%
SIA
77
Sovereign Investment Advisors
Arizona
$29.3M +$86.5K +1,115 +0.3%
KWM
78
Kaydan Wealth Management
Michigan
$28.5M +$326K +4,198 +1%
NA
79
Nottingham Advisors
New York
$28.2M -$857K -11,049 -3%
LS
80
Leelyn Smith
Illinois
$27.7M +$1.25M +16,083 +5%
AWS
81
Atria Wealth Solutions
New York
$27.1M +$27.1M +349,728 New
RCAG
82
Rehmann Capital Advisory Group
Michigan
$25.4M -$9.31M -119,784 -27%
SWP
83
Summit Wealth Partners
Florida
$25.4M -$594K -7,659 -2%
MFG
84
Magnus Financial Group
New York
$25M +$1.23M +15,910 +5%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$24.8M +$609K +7,853 +3%
MCM
86
MV Capital Management
Maryland
$24.6M -$430K -5,542 -2%
CFG
87
Citizens Financial Group
Rhode Island
$24.5M -$421K -5,423 -2%
TC
88
Trilogy Capital
California
$24.4M -$15M -192,807 -38%
AP
89
Agilis Partners
Massachusetts
$24.3M -$547K -7,057 -2%
TWA
90
Tillar-Wenstrup Advisors
Ohio
$24.2M -$7.16M -92,314 -23%
CAN
91
Cetera Advisor Networks
California
$23.9M +$112K +1,448 +0.5%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$23.6M -$33.2M -428,131 -58%
1WM
93
1900 Wealth Management
Texas
$23.6M -$237K -3,050 -1%
CWM
94
Cornerstone Wealth Management
Missouri
$22.8M +$463K +5,970 +2%
CAAS
95
Capital Asset Advisory Services
Michigan
$22.8M +$619K +7,976 +3%
EH
96
Equitable Holdings
New York
$22.7M -$4.43M -57,118 -16%
SPC
97
Sigma Planning Corp
Michigan
$22.5M +$515K +6,645 +2%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$22.4M -$55.8M -719,841 -71%
PCOC
99
Power Corp of Canada
Canada
$22.2M +$22.2M +285,788 New
BSSFA
100
Baron Silver Stevens Financial Advisors
Florida
$22.1M -$2.4M -30,880 -10%
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4
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