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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 %
BLC
1026
Brown, Lisle/Cummings
Rhode Island
$79.7K – – –
FAG
1027
Fortitude Advisory Group
Washington
$78K – – –
FA
1028
Financial Advantage
Maryland
$77K – – –
SCA
1029
Stuart Chaussee & Associates
California
$73K +$73K +946 New
BC
1030
Bartlett & Co
Ohio
$72K +$72K +928 New
BCWM
1031
Bartlett & Co Wealth Management
Ohio
$72K +$72K +928 New
ACA
1032
Aptus Capital Advisors
Alabama
$71K -$17.2K -223 -20%
JFA
1033
JNBA Financial Advisors
Minnesota
$66K -$7.22K -93 -10%
EW
1034
Evoke Wealth
California
$66K – – –
CTC
1035
Central Trust Company
Missouri
$66K +$66K +856 New
CC
1036
Corsicana & Co
Texas
$65K – – –
CIA
1037
Cascade Investment Advisors
Oregon
$63.2K -$19.4K -250 -23%
OSAM
1038
O'Shaughnessy Asset Management
Connecticut
$63K +$32.2K +418 +105%
RIM
1039
Rockbridge Investment Management
New York
$62.5K – – –
NFSG
1040
Newbridge Financial Services Group
Florida
$62K +$231 +3 +0.4%
CPW
1041
Crestmont Private Wealth
Texas
$60K – – –
VNA
1042
Valley National Advisers
Pennsylvania
$58K +$77 +1 +0.1%
PFBT
1043
Parkside Financial Bank & Trust
Missouri
$58K +$10.7K +138 +23%
CSB
1044
City State Bank
Iowa
$57K – – –
SC
1045
Siena Capital
Ohio
$55K +$55K +708 New
CTB
1046
Country Trust Bank
Illinois
$54K – – –
CFO
1047
CVA Family Office
Colorado
$54K +$155 +2 +0.3%
KTC
1048
Kistler-Tiffany Companies
Pennsylvania
$53K +$233 +3 +0.4%
KFI
1049
Key Financial Inc
Pennsylvania
$52K – – –
Optiver Holding
1050
Optiver Holding
Netherlands
$50K – – –
40 41
42
43 44