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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
2
BlackRock
New York
$873M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
4
AE Wealth Management
Kansas
$93.8M
5
RJA
5
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$103M
2
CA
2
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GA
5
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
226
IHT Wealth Management
Illinois
$9.02M -$1.7M -21,066 -16%
BRG
227
Bay Rivers Group
Virginia
$9.02M +$64K +791 +0.7%
DWP
228
Destiny Wealth Partners
Florida
$8.98M +$199K +2,454 +2%
AMR
229
Asset Management Resources
Massachusetts
$8.98M +$8.98M +110,938 New
GWSG
230
GPS Wealth Strategies Group
Colorado
$8.95M -$241K -2,978 -3%
SWM
231
Scissortail Wealth Management
Oklahoma
$8.86M +$8.86M +109,538 New
CF
232
Centaurus Financial
California
$8.84M -$1.31M -16,222 -13%
AL
233
Aspiriant LLC
California
$8.71M -$138K -1,701 -2%
KFGK
234
Keystone Financial Group (Kentucky)
Kentucky
$8.68M -$11.2K -138 -0.1%
SFM
235
Signet Financial Management
New Jersey
$8.67M -$1.16M -14,376 -12%
MPW
236
Monterey Private Wealth
California
$8.58M -$575K -7,108 -6%
DWM
237
Dakota Wealth Management
Florida
$8.5M +$434K +5,368 +5%
CI
238
CX Institutional
Indiana
$8.48M -$1.31M -16,248 -13%
NFG
239
Nations Financial Group
Iowa
$8.47M +$311K +3,841 +4%
IA
240
IFG Advisory
Georgia
$8.46M +$386K +4,770 +5%
AIMCA
241
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.36M +$5.13M +63,400 +159%
CSWG
242
Cardinal Strategic Wealth Guidance
Kentucky
$8.31M +$1.55M +19,200 +23%
1832 Asset Management
243
1832 Asset Management
Ontario, Canada
$8.17M -$190K -2,922 -2%
FPW
244
Flagship Private Wealth
Massachusetts
$8.07M -$1.1M -13,592 -12%
HNWAG
245
High Net Worth Advisory Group
Florida
$8.06M +$8.06M +99,654 New
AIP
246
Ahrens Investment Partners
Louisiana
$7.98M -$339K -4,194 -4%
CIAS
247
CFS Investment Advisory Services
New Jersey
$7.92M +$4.54M +59,778 +135%
TC
248
Tacita Capital
Ontario, Canada
$7.81M +$136K +1,675 +2%
FT
249
Fiduciary Trust
Massachusetts
$7.77M -$873K -10,794 -10%
TF
250
Tompkins Financial
New York
$7.73M -$904K -11,171 -10%
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