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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
Allianz Asset Management
5
Allianz Asset Management
Germany
$150M

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 %
ACM
251
Armbruster Capital Management
New York
$6.33M 86,124 – –
SAM
252
Sequent Asset Management
Texas
$6.29M 85,523 +7,982 +10%
CWM
253
Concentrum Wealth Management
California
$6.16M 83,795 +7,605 +10%
CSWG
254
Cardinal Strategic Wealth Guidance
Kentucky
$6.14M 83,513 -25,089 -23%
RF
255
RHS Financial
California
$6.09M 82,853 +6,657 +9%
APWA
256
Atlas Private Wealth Advisors
New Jersey
$6.03M 81,997 -2,937 -3%
ASN
257
Advisory Services Network
Georgia
$6M 81,623 -100,611 -55%
FFS
258
Founders Financial Securities
Maryland
$5.99M 81,427 +28,339 +53%
MPW
259
MA Private Wealth
California
$5.89M 80,104 -37,181 -32%
HTC
260
Haverford Trust Company
Pennsylvania
$5.86M 79,679 +32,174 +68%
SFG
261
Snider Financial Group
Washington
$5.83M 75,218 -10,566 -12%
PPFA
262
Provida Pension Fund Administrator
Chile
$5.79M 78,000 – –
AL
263
ADE LLC
Maryland
$5.75M 78,274 +3,414 +5%
PAMG
264
Patton Albertson Miller Group
Tennessee
$5.6M 76,235 -6,058 -7%
MAP
265
Milestone Advisory Partners
North Carolina
$5.6M 76,217 -1,104 -1%
AIP
266
Almanack Investment Partners
Pennsylvania
$5.59M 76,096 -14,883 -16%
MCM
267
MAI Capital Management
Ohio
$5.58M 75,851 +19,627 +35%
SCA
268
Snowden Capital Advisors
New York
$5.54M 75,393 -5,761 -7%
TFS
269
TrustCore Financial Services
Tennessee
$5.51M 75,014 -9,321 -11%
PG
270
Prostatis Group
Maryland
$5.51M 75,014 +5,200 +7%
MWM
271
Mascoma Wealth Management
New Hampshire
$5.51M 74,954 -10,240 -12%
TNBTD
272
Trustmark National Bank Trust Department
Mississippi
$5.43M 73,882 -20,745 -22%
AHC
273
Anderson Hoagland & Co
Missouri
$5.4M 73,443 +6,262 +9%
TFA
274
Tranquilli Financial Advisor
New Jersey
$5.34M 72,598 +13,152 +22%
VWA
275
Visionary Wealth Advisors
Illinois
$5.31M 72,235 -2,040 -3%
9 10
11
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