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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 %
CA
1151
Corrado Advisors
New Jersey
– -$373K -4,615 Closed
MSR
1152
Main Street Research
Connecticut
– -$348K -4,300 Closed
PB
1153
Pinnacle Bancorp
Nebraska
– -$332K -4,100 Closed
CFC
1154
Client First Capital
California
– -$324K -4,009 Closed
CL
1155
COWA LLC
Oklahoma
– -$317K -3,916 Closed
NP
1156
NorthRock Partners
Minnesota
– -$300K -3,704 Closed
PFP
1157
Pinnacle Financial Partners
Tennessee
– -$296K -3,656 Closed
RC
1158
RegentAtlantic Capital
New Jersey
– -$277K -3,423 Closed
HR
1159
Hardy Reed
Mississippi
– -$276K -3,408 Closed
EWM
1160
Evercore Wealth Management
New York
– -$260K -3,211 Closed
HIM
1161
Hanlon Investment Management
New Jersey
– -$240K -2,968 Closed
AA
1162
Argent Advisors
Louisiana
– -$234K -2,895 Closed
AAM
1163
Aureus Asset Management
Massachusetts
– -$231K -2,852 Closed
AWM
1164
Axxcess Wealth Management
California
– -$230K -2,847 Closed
MA
1165
MBA Advisors
Pennsylvania
– -$230K -2,844 Closed
CAC
1166
Certified Advisory Corp
Florida
– -$221K -2,729 Closed
ES
1167
Eagle Strategies
New York
– -$216K -2,671 Closed
MCM
1168
Mattern Capital Management
Colorado
– -$215K -2,652 Closed
BFM
1169
Boothbay Fund Management
New York
– -$213K -2,627 Closed
BWM
1170
Birchcreek Wealth Management
Ohio
– -$209K -2,579 Closed
PWP
1171
Principle Wealth Partners
Connecticut
– -$208K -2,570 Closed
BA
1172
Bridgewater Advisors
New York
– -$205K -2,530 Closed
HIP
1173
HUB Investment Partners
Texas
– -$202K -2,503 Closed
PWP
1174
Perfromance Wealth Partners
Illinois
– -$202K -2,501 Closed
FWM
1175
Frontier Wealth Management
Missouri
– -$202K -2,500 Closed
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