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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 %
BA
176
Bellwether Advisors
Nebraska
$11.2M +$61.7K +796 +0.6%
COF
177
Capital One Financial
Virginia
$11M -$35.4M -456,846 -76%
Millennium Management
178
Millennium Management
New York
$11M +$6.97M +89,832 +174%
SWG
179
Summit Wealth Group
Vermont
$11M +$879K +11,329 +9%
JC
180
JB Capital
Connecticut
$10.8M -$382K -4,925 -3%
PCFFS
181
Pacific Center for Financial Services
California
$10.8M -$17M -219,754 -61%
FSA
182
Financial Sense Advisors
California
$10.8M +$829K +10,682 +8%
OPAM
183
Ocean Park Asset Management
California
$10.4M -$16.1M -207,900 -61%
MC
184
McMorgan & Co
California
$10.3M +$10.3M +132,885 New
EPP
185
ETF Portfolio Partners
Kansas
$10.3M +$568K +7,325 +6%
MA
186
MONECO Advisors
Connecticut
$10.2M -$158K -2,039 -2%
TWC
187
TD Waterhouse Canada
Ontario, Canada
$10.2M +$894K +10,619 +10%
FLA
188
Financial Life Advisors
Texas
$9.95M +$39.4K +508 +0.4%
SWM
189
Spire Wealth Management
Virginia
$9.95M +$196K +2,516 +2%
UB
190
UMB Bank
Missouri
$9.88M -$766K -9,878 -7%
1832 Asset Management
191
1832 Asset Management
Ontario, Canada
$9.88M +$154K +1,982 +2%
DWP
192
Destiny Wealth Partners
Florida
$9.87M +$1.25M +16,161 +15%
CGFA
193
Colton Groome Financial Advisors
North Carolina
$9.8M -$27.5K -354 -0.3%
MFA
194
Mayflower Financial Advisors
Massachusetts
$9.79M -$280K -3,612 -3%
PWAG
195
Polaris Wealth Advisory Group
California
$9.57M +$391K +4,948 +4%
BWM
196
Brickley Wealth Management
California
$9.57M -$209K -2,695 -2%
GIA
197
Gladstone Institutional Advisory
Florida
$9.42M -$662K -8,534 -7%
PA
198
PSI Advisors
Florida
$9.39M +$285K +3,679 +3%
RPGK
199
Retirement Planning Group (Kansas)
Kansas
$9.26M -$37.9M -489,257 -80%
MPW
200
MA Private Wealth
California
$9.23M -$1.26M -16,267 -12%
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