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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 %
CNBTD
1051
Citizens National Bank Trust Department
Mississippi
$49K – – –
EWM
1052
Endurance Wealth Management
Rhode Island
$47K -$13.3K -170 -22%
FP
1053
Financial Perspectives
Minnesota
$46.2K +$465 +6 +1%
Simplex Trading
1054
Simplex Trading
Illinois
$46K +$46K +598 New
FBT
1055
First Bank & Trust
South Dakota
$43K -$620 -8 -1%
ODG
1056
O'Dell Group
Ohio
$41K – – –
JWA
1057
JFS Wealth Advisors
Pennsylvania
$39K -$544 -7 -1%
FPFS
1058
First Personal Financial Services
North Carolina
$38K +$38K +485 New
PFSC
1059
Peoples Financial Services Corp
Pennsylvania
$38K +$38K +490 New
GI
1060
Gradient Investments
Minnesota
$37K +$706 +9 +2%
LF
1061
Lee Financial
Texas
$33K +$79 +1 +0.2%
CMA
1062
Cedar Mountain Advisors
Oregon
$32K – – –
FCB
1063
First Command Bank
Texas
$32K +$32K +410 New
FCFS
1064
First Command Financial Services
Texas
$32K +$32K +410 New
SC
1065
SouthState Corp
Florida
$32K +$32K +418 New
CIR
1066
Clear Investment Research
Georgia
$31K -$1.53K -20 -5%
FCG
1067
Financial Connections Group
California
$30K -$20K -261 -40%
MTIC
1068
Missouri Trust & Investment Company
Missouri
$29K – – –
CDIA
1069
Capital Directions Investment Advisors
Georgia
$29K +$29K +369 New
CT
1070
Cambridge Trust
Massachusetts
$28K – – –
SSB
1071
Sandy Spring Bank
Maryland
$24K – – –
LB
1072
Legacy Bridge
Iowa
$23K – – –
MA
1073
MCF Advisors
Kentucky
$23K +$23K +293 New
HA
1074
Herold Advisors
New York
$21.3K +$21.3K +275 New
ACM
1075
Antonetti Capital Management
Florida
$21K – – –
41 42
43
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