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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 %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$16.4M -$450K -5,676 -3%
WC
127
Wealth CMT
New Jersey
$16.4M -$67.4K -869 -0.4%
GWAG
128
Garrett Wealth Advisory Group
Texas
$16.3M -$2.65M -34,181 -14%
AFC
129
Adaptive Financial Consulting
Ohio
$16.2M +$361K +4,658 +2%
FWM
130
FFT Wealth Management
Pennsylvania
$16.1M – – –
GC
131
GFG Capital
Florida
$15.9M +$541K +6,968 +4%
IWMWV
132
Ironwood Wealth Management (West Virginia)
West Virginia
$15.8M -$3.02M -38,974 -16%
Goldman Sachs
133
Goldman Sachs
New York
$15.7M +$11.7M +150,903 +296%
TC
134
Telemus Capital
Michigan
$15.6M -$239K -3,078 -2%
FIA
135
Foundations Investment Advisors
Arizona
$15.5M +$2.4M +30,816 +18%
B
136
BetterWealth
California
$15.4M +$57.3K +739 +0.4%
SMG
137
Smart Money Group
Texas
$15.3M -$84.9K -1,094 -0.6%
FAIM
138
Financial Advocates Investment Management
Washington
$15.2M +$4.92M +63,481 +48%
LPT
139
Legacy Private Trust
Wisconsin
$15M -$4.01M -51,745 -21%
MWM
140
McNaughton Wealth Management
California
$14.9M +$353K +4,547 +2%
Comerica Bank
141
Comerica Bank
Texas
$14.9M -$165K -2,103 -1%
Franklin Resources
142
Franklin Resources
California
$14.8M -$1.64M -21,093 -10%
MNG
143
Manning & Napier Group
New York
$14.7M -$15.7M – –
WP
144
WealthSource Partners
California
$14.5M +$3.03M +39,042 +26%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$14.5M +$13.1M +168,853 +952%
CW
146
CreativeOne Wealth
Kansas
$14.3M -$954K -12,299 -6%
PSUF
147
People's United Financial
Connecticut
$14.3M +$14.3M +183,886 New
IB
148
Intrust Bank
Kansas
$14.1M -$116K -1,501 -0.8%
S
149
SimplyRich
California
$14M -$144K -1,857 -1%
Lido Advisors
150
Lido Advisors
California
$13.8M -$825K -10,630 -6%
4 5
6
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