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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

970 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 319 increasing their positions, 431 reducing their positions, and 52 closing their positions.

Holders
970
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
17.04%
Holding in Top 10
139
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.44%
% of All Funds
2.44%
New
69
Increased
319
Reduced
431
Closed
52
Calls
$23.9M
Puts
$2.1M
Net Calls
+$21.8M
Net Calls Change
-$1.41M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.29B
2
SG Americas Securities
2
SG Americas Securities
New York
$61.8M
3
CA
3
Cetera Advisors
Colorado
$183M
4
HI
4
Horizon Investments
North Carolina
$181M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$40.2M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$27.2M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$3.05M
3
Bank of America
3
Bank of America
North Carolina
$1.68B
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
GHA
5
GW Henssler & Associates
Georgia
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
226
Dakota Wealth Management
Florida
$7.33M 99,719 +1,866 +2%
MBTD
227
Mechanics Bank - Trust Department
California
$7.28M 98,981 -18,353 -16%
GM
228
GeoWealth Management
Illinois
$7.17M 97,604 +44,929 +85%
HF
229
HRT Financial
New York
$7.08M 96,266 +96,266 New
IP
230
Investment Partners
Ohio
$7.03M 95,635 +5,566 +6%
IF
231
Intrua Financial
Texas
$7.03M 91,498 +82,798 +952%
LFAS
232
Level Four Advisory Services
Texas
$7.01M 95,344 -222,848 -70%
TC
233
Tacita Capital
Ontario, Canada
$6.98M 94,895 +1,025 +1%
WSTAM
234
Wilbanks Smith & Thomas Asset Management
Virginia
$6.94M 94,452 +2,186 +2%
FCT
235
Family Capital Trust
Massachusetts
$6.92M 94,085 +23 +0%
GSWM
236
Golden State Wealth Management
California
$6.91M 93,987 +3,134 +3%
ACP
237
Arcus Capital Partners
Georgia
$6.81M 92,583 -3,191 -3%
AI
238
AXS Investments
New York
$6.81M 92,583 +92,583 New
CAL
239
Capital Analysts LLC
Pennsylvania
$6.79M 92,401 -11,751 -11%
JWBC
240
John W. Brooker & Co
California
$6.78M 92,243 -6,594 -7%
William Blair & Company
241
William Blair & Company
Illinois
$6.75M 91,866 -149 -0.2%
GIA
242
Gladstone Institutional Advisory
Florida
$6.7M 91,135 -1,280 -1%
MA
243
Modus Advisors
Minnesota
$6.67M 90,764 +1,682 +2%
CP
244
Capital Planning
Washington
$6.67M 90,734 +2,489 +3%
EFS
245
Essex Financial Services
Connecticut
$6.55M 89,075 +13,457 +18%
FWP
246
FAS Wealth Partners
Kansas
$6.52M 88,650 -7,840 -8%
CA
247
Cambridge Associates
Massachusetts
$6.43M 87,420 +87,420 New
AC
248
Apella Capital
Connecticut
$6.41M 87,157 +27,376 +46%
PFS
249
Prospera Financial Services
Texas
$6.4M 87,029 +640 +0.7%
SWA
250
Sax Wealth Advisors
New Jersey
$6.34M 86,241 +1,938 +2%
8 9
10
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