USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,022 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 313 increasing their positions, 400 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+124
Holders Change %
+13.81%
% of All Funds
18.13%
Holding in Top 10
211
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
3.74%
New
200
Increased
313
Reduced
400
Closed
60
Calls
$23.2M
Puts
$4.48M
Net Calls
+$18.7M
Net Calls Change
+$1.89M

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.2M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$33.5M
4
RJA
Raymond James & Associates
Florida
+$31.9M
5
Morgan Stanley
Morgan Stanley
New York
+$27.6M

Top Sellers

1
LPL Financial
LPL Financial
California
-$299M
2
Bank of America
Bank of America
North Carolina
-$148M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$145M
4
CC
Cassaday & Co
Virginia
-$142M
5
EMPI
Elo Mutual Pension Insurance
Finland
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
251
Element Pointe Advisors
Florida
$8.98M -$169K -2,490 -2%
MBTD
252
Mechanics Bank - Trust Department
California
$8.93M +$1.73M +25,510 +24%
Prudential Financial
253
Prudential Financial
New Jersey
$8.91M +$490K +7,221 +6%
HWA
254
Hilltop Wealth Advisors
North Carolina
$8.88M +$94.8K +1,397 +1%
DL
255
DOHJ LLC
Washington
$8.83M -$1.87M -27,684 -17%
CAM
256
Cresset Asset Management
Illinois
$8.61M +$213K +3,143 +3%
MWM
257
MBE Wealth Management
Wisconsin
$8.58M +$536K +7,894 +7%
DWP
258
Destiny Wealth Partners
Florida
$8.41M +$8.41M +123,824 New
GIA
259
Gladstone Institutional Advisory
Florida
$8.4M -$897K -13,219 -10%
JWBC
260
John W. Brooker & Co
California
$8.36M +$1.67M +24,655 +25%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$8.27M +$882K +12,971 +12%
CCWA
262
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.22M +$1.26M +18,557 +18%
CIAS
263
CFS Investment Advisory Services
New Jersey
$8.19M +$8.19M +120,640 New
WCG
264
Weaver Consulting Group
California
$8.11M -$2.99M -44,063 -27%
FFC
265
Fure Financial Corporation
Minnesota
$8.11M +$168K +2,471 +2%
TWM
266
Trinity Wealth Management
Pennsylvania
$8.07M +$8.07M +118,847 New
CF
267
Centaurus Financial
California
$8.01M +$2.97M +43,782 +59%
AFG
268
Arkansas Financial Group
Arkansas
$7.89M +$822K +12,106 +12%
PG
269
Prostatis Group
Maryland
$7.8M +$1.59M +23,356 +26%
RA
270
RiverTree Advisors
Florida
$7.79M +$7.79M +114,719 New
KL
271
KWMG LLC
Kansas
$7.77M +$776K +11,436 +11%
CCMG
272
Clark Capital Management Group
Pennsylvania
$7.7M +$1.17M +17,275 +18%
WP
273
WealthShield Partners
North Carolina
$7.7M +$5.78M +85,157 +302%
FFG
274
Frisch Financial Group
New York
$7.68M -$25.7K -379 -0.3%
SIAG
275
Safeguard Investment Advisory Group
California
$7.65M +$7.65M +112,655 New
9 10
11
12 13