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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 %
RRA
251
Round Rock Advisors
Connecticut
$7.52M 108,722 -67,836 -38%
CAL
252
Capital Analysts LLC
Pennsylvania
$7.49M 108,305 -54,900 -34%
GWSG
253
GPS Wealth Strategies Group
Colorado
$7.43M 107,399 +5,323 +5%
CA
254
Cambridge Associates
Massachusetts
$7.39M 106,755 – –
AIP
255
Ahrens Investment Partners
Louisiana
$7.38M 106,718 -5,075 -5%
GIA
256
Gladstone Institutional Advisory
Florida
$7.34M 106,013 -17,739 -14%
SWG
257
Summit Wealth Group
Vermont
$7.3M 105,513 +9,132 +9%
EPP
258
ETF Portfolio Partners
Kansas
$7.28M 105,173 +2,105 +2%
FWP
259
FAS Wealth Partners
Kansas
$7.19M 103,980 -6,731 -6%
IA
260
IFG Advisory
Georgia
$7.15M 103,344 -4,613 -4%
MWM
261
Mascoma Wealth Management
New Hampshire
$7.08M 102,338 -117,311 -53%
TFS
262
TrustCore Financial Services
Tennessee
$6.97M 100,753 -49,761 -33%
IA
263
IFP Advisors
Florida
$6.96M 100,458 -87,988 -47%
AIP
264
Almanack Investment Partners
Pennsylvania
$6.93M 100,183 -47,538 -32%
William Blair & Company
265
William Blair & Company
Illinois
$6.71M 96,961 -38,302 -28%
Wealth Enhancement Advisory Services
266
Wealth Enhancement Advisory Services
Minnesota
$6.71M 95,142 +15,284 +19%
NFG
267
Nations Financial Group
Iowa
$6.61M 95,554 -7,077 -7%
PA
268
PSI Advisors
Florida
$6.59M 95,256 +40,011 +72%
ACM
269
Armbruster Capital Management
New York
$6.55M 94,624 +800 +0.9%
FCT
270
Family Capital Trust
Massachusetts
$6.49M 93,742 +178 +0.2%
HFS
271
Horizon Financial Services
North Carolina
$6.38M 92,178 +5,558 +6%
FHA
272
Flagship Harbor Advisors
Massachusetts
$6.2M 89,658 +196 +0.2%
BA
273
Ballew Advisors
Mississippi
$6.17M 88,524 +40,377 +84%
AIC
274
Ameritas Investment Company
Nebraska
$6.16M 89,044 -63,223 -42%
IP
275
Investment Partners
Ohio
$6.15M 88,943 +8,603 +11%
9 10
11
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