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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 %
RJA
1
Raymond James & Associates
Florida
$2.49B +$6.03M +77,784 +0.2%
Bank of America
2
Bank of America
North Carolina
$1.58B -$136M -1,754,227 -8%
Morgan Stanley
3
Morgan Stanley
New York
$1.1B -$148M -1,912,579 -12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.02B -$58.1M -748,725 -5%
BlackRock
5
BlackRock
New York
$813M -$24.3M -313,662 -3%
LPL Financial
6
LPL Financial
California
$584M -$16.1M -207,075 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$518M -$17.3M -223,568 -3%
UBS Group
8
UBS Group
Switzerland
$410M -$35.5M -458,250 -8%
Ameriprise
9
Ameriprise
Minnesota
$406M +$1.07M +13,784 +0.3%
Wells Fargo
10
Wells Fargo
California
$404M -$55.2M -711,235 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$382M -$40.1M -517,508 -10%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$291M -$1.98M -25,470 -0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$248M -$9.85M -126,922 -4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$248M -$70.3M -906,822 -22%
SEI Investments
15
SEI Investments
Pennsylvania
$243M +$8.19M +105,587 +3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$231M +$26.3M +339,341 +13%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$230M +$67.9M +875,456 +42%
Osaic Holdings
18
Osaic Holdings
Arizona
$215M -$22.2M -295,189 -9%
HI
19
Horizon Investments
North Carolina
$194M +$28.1M +361,610 +17%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$179M +$785K +10,123 +0.4%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$170M +$64.1M +826,985 +61%
US Bancorp
22
US Bancorp
Minnesota
$158M -$15.3M -196,790 -9%
CPO
23
Cerity Partners OCIO
New York
$135M +$2.52M +32,497 +2%
BCM
24
Brookstone Capital Management
Illinois
$127M -$4.93M -63,075 -4%
SAM
25
Securian Asset Management
Minnesota
$118M -$525K -6,765 -0.4%
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