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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 %
PA
151
Parallel Advisors
California
$13.7M -$2.27M -29,068 -14%
KL
152
KWMG LLC
Kansas
$13.6M +$740K +9,545 +6%
SPI
153
Santori & Peters Inc
Pennsylvania
$13.6M -$187K -2,409 -1%
AI
154
Atria Investments
North Carolina
$13.6M +$732K +9,442 +6%
AMR
155
Asset Management Resources
Massachusetts
$13.5M +$4.93M +63,568 +57%
SPIA
156
Strategic Point Investment Advisors
Rhode Island
$13.5M -$20.5M -264,912 -60%
MWA
157
Meridian Wealth Advisors
Texas
$13.4M +$274K +3,533 +2%
AHC
158
Anderson Hoagland & Co
Missouri
$13.4M +$566K +7,292 +4%
LRIA
159
Leonard Rickey Investment Advisors
Washington
$13.2M +$3.59M +46,338 +37%
CS
160
Comerica Securities
Michigan
$13.2M -$2.18M -28,041 -14%
RPCA
161
Running Point Capital Advisors
California
$13.2M -$54.2K -699 -0.4%
AC
162
Apella Capital
Connecticut
$13.1M +$2.81M +36,257 +27%
CG
163
Colony Group
Massachusetts
$13M -$810K -10,447 -6%
BC
164
Bowman & Company
Wisconsin
$12.8M +$174K +2,241 +1%
AAP
165
Arax Advisory Partners
Colorado
$12.8M +$833K +10,741 +7%
CA
166
Clearstead Advisors
Ohio
$12.6M +$256K +3,295 +2%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$12.6M +$1.35M +17,295 +12%
MBT
168
Montecito Bank & Trust
California
$12.6M +$1.49M +19,146 +13%
WPIC
169
White Pine Investment Company
Michigan
$12.3M -$81.4K -1,049 -0.7%
DC
170
Darrow Company
Massachusetts
$12.1M +$128K +1,654 +1%
MFG
171
Merit Financial Group
Georgia
$12M -$5.57M -71,771 -32%
TWM
172
Trinity Wealth Management
Pennsylvania
$11.5M +$8.69K +112 +0.1%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$11.4M +$1.14M +14,655 +11%
WMR
174
Wealth Management Resources
Rhode Island
$11.3M +$119K +1,529 +1%
MCC
175
Money Concepts Capital
Florida
$11.3M -$710K -9,151 -6%
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