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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 %
EVM
1176
Eaton Vance Management
Massachusetts
– -$134K -1,667 Closed
TC
1177
TAP Consulting
Missouri
– -$119K -1,474 Closed
MTWM
1178
Masso Torrence Wealth Management
New Jersey
– -$59K -735 Closed
CBT
1179
Central Bank & Trust
Kentucky
– -$55K -680 Closed
RK
1180
Rather & Kittrell
Tennessee
– -$41K -510 Closed
TH
1181
TCTC Holdings
Texas
– -$39K -477 Closed
EBA
1182
Eagle Bay Advisors
New York
– -$32K -400 Closed
TCWM
1183
Total Clarity Wealth Management
Illinois
– -$29K -358 Closed
PCMC
1184
Paragon Capital Management (Colorado)
Colorado
– -$28K -350 Closed
EWM
1185
Edge Wealth Management
New York
– -$21K -254 Closed
AP
1186
Atwood & Palmer
Missouri
– -$14K -175 Closed
MAM
1187
Mystic Asset Management
Rhode Island
– -$13K -168 Closed
UFF
1188
USA Financial Formulas
Michigan
– -$13K -160 Closed
LFG
1189
Leverty Financial Group
Wisconsin
– -$10K -133 Closed
VCM
1190
Versant Capital Management
Arizona
– -$11K -131 Closed
SMA
1191
Sage Mountain Advisors
Georgia
– -$10K -129 Closed
CI
1192
Cordant Inc
Oregon
– -$4K -49 Closed
IRC
1193
Investors Research Corp
Georgia
– -$3K -41 Closed
WFS
1194
Widmann Financial Services
Maryland
– -$1K -23 Closed
TWA
1195
TCI Wealth Advisors
Arizona
– -$1K -11 Closed
Geode Capital Management
1196
Geode Capital Management
Massachusetts
– -$1.65M – –
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