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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 %
VI
101
Vestcor Inc
New Brunswick, Canada
$22M +$4.74M +61,095 +27%
CCP
102
Cassia Capital Partners
North Carolina
$21.8M -$3.3M -42,544 -13%
CAL
103
Capital Advisors Ltd
Ohio
$21.6M -$964K -12,424 -4%
LWA
104
Lowe Wealth Advisors
Maryland
$21.5M -$1.01M -13,005 -4%
AIM
105
Astor Investment Management
Illinois
$21.2M -$1.1M -14,162 -5%
RJT
106
Raymond James Trust
Florida
$20.8M -$731K -9,427 -3%
WDL
107
Well Done LLC
Michigan
$20.5M -$406K -5,239 -2%
Creative Planning
108
Creative Planning
Kansas
$20.4M -$284K -3,661 -1%
HPA
109
High Probability Advisors
New York
$20M +$1.15M +14,853 +6%
FHB
110
First Hawaiian Bank
Hawaii
$19.9M -$56.2K -724 -0.3%
SMC
111
Smith, Moore & Co
Missouri
$19.7M +$1.02M +13,179 +5%
MIAN
112
Mariner Independent Advisor Network
Kansas
$19.6M +$4.22M +54,398 +28%
FANJ
113
Financial Architects (New Jersey)
New Jersey
$19.3M -$1.12M -14,413 -5%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$19.2M -$18M -232,164 -48%
NA
115
NewEdge Advisors
Louisiana
$19.1M -$499K -6,429 -3%
Citigroup
116
Citigroup
New York
$18.9M -$2.95M -37,987 -13%
LWA
117
Lineweaver Wealth Advisors
Ohio
$18.4M -$907K -11,687 -5%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$18.3M -$2.96M -38,096 -14%
TCM
119
TD Capital Management
Tennessee
$18.1M -$301K -3,875 -2%
SSC
120
Syverson Strege & Co
Iowa
$17.5M -$212K -2,736 -1%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$16.9M -$976K -12,585 -5%
SGI
122
Summit Global Investments
Utah
$16.8M +$5.84M +75,298 +53%
RIA
123
Regal Investment Advisors
Michigan
$16.8M -$559K -7,200 -3%
WAOI
124
Wealth Advisors of Iowa
Iowa
$16.6M -$20.4M -262,865 -55%
VA
125
Valmark Advisers
Ohio
$16.4M -$39.4K -508 -0.2%
3 4
5
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