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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

967 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 519 reducing their positions, and 74 closing their positions.

Holders
967
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
16.88%
Holding in Top 10
147
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-13.02%
% of All Funds
2.57%
New
70
Increased
265
Reduced
519
Closed
74
Calls
$23.9M
Puts
$685K
Net Calls
+$23.2M
Net Calls Change
+$740K

Top Buyers

1
KFS
1
Kelly Financial Services
Massachusetts
$376M
2
RJA
2
Raymond James & Associates
Florida
$2.23B
3
Ameriprise
3
Ameriprise
Minnesota
$474M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$436M
5
GA
5
Gateway Advisory
New Jersey
$93.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$467M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$533M
3
Bank of America
3
Bank of America
North Carolina
$1.74B
4
BlackRock
4
BlackRock
New York
$672M
5
SIRP
5
Shelter Insurance Retirement Plan
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
226
IFG Advisory
Georgia
$7.51M 102,064 -1,280 -1%
NFG
227
Nations Financial Group
Iowa
$7.3M 99,224 +3,670 +4%
JWBC
228
John W. Brooker & Co
California
$7.28M 98,837 -16,609 -14%
DWM
229
Dakota Wealth Management
Florida
$7.2M 97,853 +14,798 +18%
1832 Asset Management
230
1832 Asset Management
Ontario, Canada
$7.13M 116,682 -82,860 -42%
FWP
231
FAS Wealth Partners
Kansas
$7.1M 96,490 -7,490 -7%
ACP
232
Arcus Capital Partners
Georgia
$7.05M 95,774 -18,627 -16%
RRA
233
Round Rock Advisors
Connecticut
$7M 95,152 -13,570 -12%
TNBTD
234
Trustmark National Bank Trust Department
Mississippi
$6.97M 94,627 -351,443 -79%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$6.95M 94,441 +41,797 +79%
FCT
236
Family Capital Trust
Massachusetts
$6.92M 94,062 +320 +0.3%
TC
237
Tacita Capital
Ontario, Canada
$6.91M 93,870 +9,620 +11%
Citadel Advisors
238
Citadel Advisors
Florida
$6.9M 93,771 +12,745 +16%
GIA
239
Gladstone Institutional Advisory
Florida
$6.8M 92,415 -13,598 -13%
WSTAM
240
Wilbanks Smith & Thomas Asset Management
Virginia
$6.79M 92,266 +86,693 +1,556%
William Blair & Company
241
William Blair & Company
Illinois
$6.77M 92,015 -4,946 -5%
AIP
242
Almanack Investment Partners
Pennsylvania
$6.7M 90,979 -9,204 -9%
GSWM
243
Golden State Wealth Management
California
$6.69M 90,853 +81,125 +834%
IP
244
Investment Partners
Ohio
$6.63M 90,069 +1,126 +1%
MA
245
Modus Advisors
Minnesota
$6.56M 89,082 +4,448 +5%
CP
246
Capital Planning
Washington
$6.5M 88,245 +6,168 +8%
SFG
247
Snider Financial Group
Washington
$6.46M 85,784 +85,784 New
PFS
248
Prospera Financial Services
Texas
$6.36M 86,389 -253 -0.3%
ACM
249
Armbruster Capital Management
New York
$6.34M 86,124 -8,500 -9%
MWM
250
Mascoma Wealth Management
New Hampshire
$6.27M 85,194 -17,144 -17%
8 9
10
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