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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

981 hedge funds and large institutions have $19.2B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 253 increasing their positions, 531 reducing their positions, and 97 closing their positions.

Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.27%
Holding in Top 10
169
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-19.91%
% of All Funds
2.98%
New
71
Increased
253
Reduced
531
Closed
97
Calls
$22.9M
Puts
$484K
Net Calls
+$22.4M
Net Calls Change
+$3.77M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$116M
2
HI
2
Horizon Investments
North Carolina
$91.6M
3
RJA
3
Raymond James & Associates
Florida
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$367M
5
AWM
5
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$692M
3
S
3
SignatureFD
Georgia
$12.1M
4
Ameriprise
4
Ameriprise
Minnesota
$403M
5
LPL Financial
5
LPL Financial
California
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$8.76M 126,671 -7,925 -6%
PG
227
Prostatis Group
Maryland
$8.62M 124,588 +9,659 +8%
DWP
228
Destiny Wealth Partners
Florida
$8.49M 122,661 -1,163 -0.9%
AFG
229
Arkansas Financial Group
Arkansas
$8.47M 122,393 +6,118 +5%
CCMG
230
Clark Capital Management Group
Pennsylvania
$8.42M 121,704 +8,317 +7%
ECM
231
ExodusPoint Capital Management
New York
$8.35M 120,666 +120,666 New
CAC
232
Certified Advisory Corp
Florida
$8.33M 120,325 +120,325 New
MPW
233
MA Private Wealth
California
$8.31M 120,036 -22,584 -16%
FEG
234
Financial Enhancement Group
Indiana
$8.24M 119,072 -39,560 -25%
EPA
235
Element Pointe Advisors
Florida
$8.12M 117,347 -14,873 -11%
MNG
236
Manning & Napier Group
New York
– – – –
HFA
237
High Falls Advisors
New York
$8.09M 116,925 -104,849 -47%
JWBC
238
John W. Brooker & Co
California
$7.99M 115,446 -7,722 -6%
ACP
239
Arcus Capital Partners
Georgia
$7.92M 114,401 -46,559 -29%
W
240
Wealthquest
Ohio
$7.87M 113,746 -34,191 -23%
CSWG
241
Cardinal Strategic Wealth Guidance
Kentucky
$7.87M 113,698 -108,095 -49%
DL
242
DOHJ LLC
Washington
$7.8M 112,753 -18,299 -14%
FLA
243
Financial Life Advisors
Texas
$7.79M 112,519 +3,700 +3%
CF
244
Centaurus Financial
California
$7.74M 111,860 -6,143 -5%
SQA
245
Simon Quick Advisors
New Jersey
$7.71M 111,371 -136,356 -55%
SFM
246
Signet Financial Management
New Jersey
$7.66M 110,710 +8,904 +9%
KFGK
247
Keystone Financial Group (Kentucky)
Kentucky
$7.6M 109,799 -55,436 -34%
BRG
248
Bay Rivers Group
Virginia
$7.58M 109,505 +2,070 +2%
AL
249
Aspiriant LLC
California
$7.56M 109,228 -673 -0.6%
FIA
250
Foundations Investment Advisors
Arizona
$7.53M 107,028 +57,001 +114%
8 9
10
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