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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 %
RFA
976
Resurgent Financial Advisors
Georgia
$206K +$206K +2,650 New
CWS
977
Confluence Wealth Services
Pennsylvania
$203K -$153K -1,977 -43%
OWM
978
Opes Wealth Management
California
$203K – – –
HA
979
HFG Advisors
Ohio
$202K – – –
WP
980
WMS Partners
Maryland
$201K – – –
CW
981
Connectus Wealth
Ohio
$200K +$200K +2,472 New
MAM
982
Meeder Asset Management
Ohio
$198K +$175K +2,258 +765%
PWP
983
Pursue Wealth Partners
California
$195K +$195K +2,465 New
SC
984
Stephens Consulting
Michigan
$194K -$13.4K -173 -6%
WT
985
Washington Trust
Rhode Island
$184K – – –
HS
986
Horan Securities
United States
$180K +$19.3K +249 +12%
ZB
987
Zions Bancorporation
Utah
$179K – – –
OAJ
988
Ogorek Anthony Joseph
New York
$177K -$8.66K -112 -5%
SFA
989
Semmax Financial Advisors
North Carolina
$174K – – –
NIC
990
Northwest Investment Counselors
Oregon
$163K – – –
FHA
991
First Horizon Advisors
Tennessee
$162K -$2.26M -29,135 -93%
SCA
992
Stonebridge Capital Advisors
Minnesota
$162K +$138K +1,782 +579%
BCMLT
993
Beacon Capital Management LLC (Tennessee)
Tennessee
$158K +$158K +2,030 New
MPWT
994
MassMutual Private Wealth & Trust
Connecticut
$156K -$94.5K -1,217 -38%
EWA
995
EverSource Wealth Advisors
Alabama
$154K +$10.6K +137 +7%
AIM
996
Anchor Investment Management
South Carolina
$146K – – –
HBW
997
Hazlett, Burt & Watson
West Virginia
$145K +$145K +1,868 New
FCA
998
FinTrust Capital Advisors
South Carolina
$144K -$59.6K -765 -29%
TSW
999
Thompson Siegel & Walmsley
Virginia
$142K – – –
LC
1000
Lindbrook Capital
California
$140K -$38.8K -500 -22%
38 39
40
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