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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 %
APWA
251
Atlas Private Wealth Advisors
New Jersey
$6.25M 84,934 +10,614 +14%
TFS
252
TrustCore Financial Services
Tennessee
$6.21M 84,335 -16,418 -16%
SWA
253
Sax Wealth Advisors
New Jersey
$6.21M 84,303 +1,148 +1%
PAMG
254
Patton Albertson Miller Group
Tennessee
$6.06M 82,293 +156 +0.2%
PCA
255
Pallas Capital Advisors
Massachusetts
$6.04M 79,149 +56,414 +248%
SCA
256
Snowden Capital Advisors
New York
$5.97M 81,154 -7,105 -8%
CGFA
257
Colton Groome Financial Advisors
North Carolina
$5.83M 79,187 +3,729 +5%
AI
258
Atria Investments
North Carolina
$5.77M 78,353 -62,524 -44%
Squarepoint
259
Squarepoint
New York
$5.75M 78,151 +62,454 +398%
PPFA
260
Provida Pension Fund Administrator
Chile
$5.75M 78,000 -78,000 -50%
DL
261
DOHJ LLC
Washington
$5.74M 77,946 -34,807 -31%
SAM
262
Sequent Asset Management
Texas
$5.71M 77,541 +66,636 +611%
MAP
263
Milestone Advisory Partners
North Carolina
$5.69M 77,321 -995 -1%
IA
264
IFP Advisors
Florida
$5.62M 76,347 -24,111 -24%
EPA
265
Element Pointe Advisors
Florida
$5.61M 74,592 -42,755 -36%
RF
266
RHS Financial
California
$5.61M 76,196 -6,982 -8%
CWM
267
Concentrum Wealth Management
California
$5.61M 76,190 +3,937 +5%
IAN
268
Integrated Advisors Network
Texas
$5.52M 75,025 -9,847 -12%
AL
269
ADE LLC
Maryland
$5.51M 74,860 +2,602 +4%
VWA
270
Visionary Wealth Advisors
Illinois
$5.47M 74,275 -2,328 -3%
WIA
271
World Investment Advisors
California
$5.42M 73,619 +576 +0.8%
Brown Advisory
272
Brown Advisory
Maryland
$5.38M 73,071 -7 -0%
CAM
273
Cozad Asset Management
Illinois
$5.38M 73,014 -13,914 -16%
EFS
274
Essex Financial Services
Connecticut
$5.23M 75,618 – –
PG
275
Prostatis Group
Maryland
$5.14M 69,814 -54,774 -44%
9 10
11
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