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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 %
CAM
201
Cresset Asset Management
Illinois
$9.18M -$805K -10,372 -8%
GWSG
202
GPS Wealth Strategies Group
Colorado
$9.12M +$540K +6,955 +6%
BRWA
203
B. Riley Wealth Advisors
Florida
$9.02M -$1.75M -22,603 -16%
MA
204
Modus Advisors
Minnesota
$8.96M +$2.21M +28,495 +33%
NEPWA
205
New England Private Wealth Advisors
Massachusetts
$8.92M -$209K -2,685 -2%
BCI
206
Brinker Capital Investments
Pennsylvania
$8.79M -$196K -2,521 -2%
AWA
207
Acorn Wealth Advisors
Michigan
$8.72M -$271K -3,490 -3%
AAS
208
Ameritas Advisory Services
Nebraska
$8.7M -$1.34M -17,282 -13%
CB
209
Community Bank
New York
$8.64M -$1.12M -14,445 -11%
WWM
210
Western Wealth Management
Colorado
$8.57M +$4.03M +51,906 +89%
DWM
211
Dakota Wealth Management
Florida
$8.51M +$358K +4,610 +4%
AL
212
Aspiriant LLC
California
$8.46M +$106K +1,369 +1%
BRG
213
Bay Rivers Group
Virginia
$8.43M -$217K -2,791 -3%
LIA
214
LS Investment Advisors
Michigan
$8.42M -$397K -5,116 -5%
FPCG
215
Forum Private Client Group
Indiana
$8.39M +$8.39M +108,185 New
KL
216
KilterHowling LLC
Colorado
$8.37M -$1.71M -22,063 -17%
NFG
217
Nations Financial Group
Iowa
$8.37M +$247K +3,189 +3%
OWA
218
One Wealth Advisors
California
$8.33M -$1.48M -19,022 -15%
TLFA
219
True Link Financial Advisors
California
$8.3M +$2.89M +37,303 +53%
KFGK
220
Keystone Financial Group (Kentucky)
Kentucky
$8.25M -$74.7K -963 -0.9%
IWM
221
IHT Wealth Management
Illinois
$8.22M -$423K -5,453 -5%
IA
222
IFG Advisory
Georgia
$8.2M +$94.2K +1,214 +1%
LMIM
223
Lockheed Martin Investment Management
Maryland
$8.14M +$8.14M +105,000 New
HNWAG
224
High Net Worth Advisory Group
Florida
$8.09M +$358K +4,610 +5%
AIMCA
225
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.01M – – –
7 8
9
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