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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 %
FPGK
1126
Financial Partners Group (Kansas)
Kansas
– -$13.4M -176,696 Closed
HWA
1127
Hilltop Wealth Advisors
North Carolina
– -$12.1M -150,025 Closed
CPWMP
1128
Cardinal Point Wealth Management Partners
California
– -$11.9M -147,518 Closed
CA
1129
Cambridge Associates
Massachusetts
– -$7.07M -87,420 Closed
JSW
1130
Journey Strategic Wealth
New Jersey
– -$5.37M -66,408 Closed
FSA
1131
Financial Services Advisory
Maryland
– -$4.76M -58,881 Closed
ASFA
1132
All Season Financial Advisors
Colorado
– -$4.42M -54,673 Closed
BCM
1133
BlueCrest Capital Management
Jersey
– -$4.36M -53,931 Closed
KOMWMG
1134
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$3.37M -41,695 Closed
SFS
1135
Sowell Financial Services
Arkansas
– -$3.37M -41,596 Closed
USCWA
1136
U.S. Capital Wealth Advisors
Texas
– -$2.4M -29,701 Closed
GCM
1137
Goldstream Capital Management
Hong Kong
– -$2.12M -26,145 Closed
SCM
1138
SCS Capital Management
Massachusetts
– -$1.97M -24,376 Closed
SCA
1139
St. Clair Advisors
Ohio
– -$1.89M -23,309 Closed
FTS
1140
Fifth Third Securities
Ohio
– -$1.81M -22,361 Closed
AWM
1141
Aries Wealth Management
Maine
– -$1.6M -19,750 Closed
WFO
1142
Wealthgate Family Office
Colorado
– -$1.54M -19,050 Closed
TSS
1143
Two Sigma Securities
New York
– -$1.53M -18,948 Closed
SA
1144
SWM Advisors
Florida
– -$1.37M -17,768 Closed
IFG
1145
Investors Financial Group
Minnesota
– -$1.13M -13,914 Closed
GFS
1146
GYL Financial Synergies
Connecticut
– -$792K -9,789 Closed
GWM
1147
Greenwich Wealth Management
Connecticut
– -$547K -6,766 Closed
BHB
1148
Bank Hapoalim BM
Israel
– -$438K -5,419 Closed
Fisher Asset Management
1149
Fisher Asset Management
Washington
– -$384K -4,744 Closed
CFFP
1150
Center for Financial Planning
Michigan
– -$374K -4,617 Closed
44 45
46
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