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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 %
QCG
1101
Quadrant Capital Group
Ohio
$7K – – –
CCA
1102
Column Capital Advisors
Indiana
$6K – – –
AWM
1103
AllSquare Wealth Management
New York
$6K – – –
WA
1104
Win Advisors
Florida
$6K +$6K +78 New
FGAM
1105
Financial Gravity Asset Management
Texas
$5.86K -$225 -12 -4%
IFAM
1106
Institutional & Family Asset Management
Colorado
$5K +$5K +61 New
BBPWM
1107
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
JHCP
1108
Jackson Hole Capital Partners
Oklahoma
$4K – – –
Macquarie Group
1109
Macquarie Group
Australia
$3.81K +$3.81K +49,161 New
WAM
1110
WFA Asset Management
Wisconsin
$3.1K +$3.1K +40 New
OA
1111
Operose Advisors
Wisconsin
$3K – – –
MFAM
1112
M Financial Asset Management
Oregon
$3K – – –
SIC
1113
Salem Investment Counselors
North Carolina
$3K – – –
ONST
1114
Old North State Trust
North Carolina
$2.52K -$2.77M -36,231 -100%
CFN
1115
Cordasco Financial Network
Florida
$2K – – –
HPC
1116
HM Payson & Co
Maine
$2K +$2K +20 New
CYG
1117
Clean Yield Group
Vermont
$2K +$2K +28 New
GEA
1118
Glen Eagle Advisors
New Jersey
$1.71K – – –
LFGH
1119
Lee Financial Group Hawaii
Hawaii
$1.07K -$48 -617 -4%
SL
1120
Savior LLC
Massachusetts
$1K -$11.4K -205 -92%
MIM
1121
Macroview Investment Management
Maryland
$1K +$1K +9 New
WIM
1122
Westside Investment Management
California
$580 – +3 +0%
BAM
1123
BTS Asset Management
Massachusetts
– -$18.5M -228,577 Closed
GI
1124
Glovista Investments
New Jersey
– -$18M -222,361 Closed
FM
1125
Family Management
New York
– -$15.7M -194,315 Closed
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