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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 %
DSC
1001
Duncker Streett & Co
Missouri
$139K -$61.9K -800 -31%
HWM
1002
Holloway Wealth Management
Florida
$138K -$144K – –
CWP
1003
Concord Wealth Partners
Virginia
$136K -$6.23K -80 -4%
RG
1004
Retirement Group
California
$127K -$25K -321 -16%
OC
1005
Oakworth Capital
Alabama
$127K – – –
AWM
1006
Avior Wealth Management
Nebraska
$126K +$59.4K +768 +89%
BCP
1007
Blue Chip Partners
Michigan
$124K +$388 +5 +0.3%
OLVIG
1008
Oliver Lagore Vanvalin Investment Group
Michigan
$119K +$119K +1,556 New
HIA
1009
Harbor Investment Advisory
Maryland
$115K +$12.8K +165 +13%
RFWA
1010
RPg Family Wealth Advisory
Massachusetts
$114K – – –
ST
1011
Smithfield Trust
Pennsylvania
$108K – – –
AWMS
1012
Advocacy Wealth Management Services
Georgia
$105K -$220K -2,821 -68%
CIAS
1013
CFS Investment Advisory Services
New Jersey
$105K +$104K +8,040,638 +7,719%
PCA
1014
Providence Capital Advisors
North Carolina
$104K +$48.4K +627 +87%
WTA
1015
Washington Trust Advisors
Massachusetts
$101K – – –
ZIG
1016
Zullo Investment Group
Pennsylvania
$98K – – –
SMFG
1017
Sumitomo Mitsui Financial Group
Japan
$97K +$18.4K +237 +23%
WPWM
1018
Western Pacific Wealth Management
Illinois
$96K +$96K +1,250 New
MAWCM
1019
Mine & Arao Wealth Creation & Management
California
$93K – – –
VCM
1020
Vigilant Capital Management
Maine
$92K +$16.2K +209 +21%
IBOK
1021
Independence Bank of Kentucky
Kentucky
$90K +$38.6K +500 +75%
IWP
1022
IAG Wealth Partners
Wisconsin
$89K – – –
BWM
1023
BerganKDV Wealth Management
Minnesota
$88K – – –
PO
1024
Private Ocean
California
$84K – – –
BWP
1025
Baldwin Wealth Partners
Massachusetts
$84K +$59.8K +775 +247%
39 40
41
42 43