USMV icon

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 %
ME
1076
McIlrath & Eck
Washington
$21K – – –
BCMIO
1077
Beacon Capital Management Inc (Ohio)
Ohio
$21K +$21K +273 New
SPWG
1078
Sage Private Wealth Group
Illinois
$20K – – –
BWL
1079
Bogart Wealth LLC
Virginia
$19K -$13.1K -172 -41%
LPP
1080
Life Planning Partners
Florida
$19K – – –
CA
1081
Crewe Advisors
Utah
$18K +$18K +223 New
Jones Financial Companies
1082
Jones Financial Companies
Missouri
$17K -$3.1K -39 -15%
M
1083
MOTCO
Texas
$16K -$28.1K -351 -64%
FA
1084
Fortis Advisors
Pennsylvania
$16K -$10.7K -135 -40%
CCM
1085
Covington Capital Management
California
$14K – – –
RDFA
1086
Ritter Daniher Financial Advisory
Ohio
$14K +$8.07K +106 +136%
BNP Paribas Financial Markets
1087
BNP Paribas Financial Markets
France
$14K +$14K +180 New
FWA
1088
FSC Wealth Advisors
New York
$13K -$3.92M -49,764 -100%
TAM
1089
Tucker Asset Management
Colorado
$12.1K +$6.44K +83 +114%
AW
1090
Avion Wealth
Texas
$12K – – –
Deutsche Bank
1091
Deutsche Bank
Germany
$12K – – –
PCA
1092
Permit Capital Advisors
Pennsylvania
$12K +$12K +159 New
DWA
1093
Delos Wealth Advisors
Texas
$9K – – –
BHWM
1094
Beaird Harris Wealth Management
Texas
$9K – – –
BFC
1095
Bedel Financial Consulting
Indiana
$8K – – –
TCWA
1096
Ten Capital Wealth Advisors
Washington
$8K – – –
CPFP
1097
Clear Perspectives Financial Planning
Ohio
$8K – – –
FMII
1098
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +97 New
OHWP
1099
Oak Harbor Wealth Partners
North Carolina
$7K -$3.24K -44 -32%
QCG
1100
Quadrant Capital Group
Ohio
$7K – – –
42 43
44
45 46