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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.

New
Increased
Maintained
Reduced
Closed
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
Allianz Asset Management
Germany
+$116M
2
HI
Horizon Investments
North Carolina
+$91.6M
3
RJA
Raymond James & Associates
Florida
+$88.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
AWM
AE Wealth Management
Kansas
+$33.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
3
S
SignatureFD
Georgia
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$201M
5
LPL Financial
LPL Financial
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Snowden Capital Advisors
New York
$6.11M -$5.04M -72,912 -45%
CAM
277
Cozad Asset Management
Illinois
$6.02M -$640K -9,244 -10%
PFS
278
Prospera Financial Services
Texas
$6M -$166K -2,405 -3%
IAN
279
Integrated Advisors Network
Texas
$5.87M +$2.31M +33,368 +65%
MA
280
Modus Advisors
Minnesota
$5.86M +$24.6K +355 +0.4%
TC
281
Tacita Capital
Ontario, Canada
$5.83M -$963K -13,915 -14%
WP
282
WealthSource Partners
California
$5.81M -$8.74M -126,327 -60%
CIA
283
Choate Investment Advisors
Massachusetts
$5.8M -$45K -650 -0.8%
RF
284
RHS Financial
California
$5.76M -$406K -5,865 -7%
SWA
285
Sax Wealth Advisors
New Jersey
$5.75M +$1.15M +16,632 +25%
DWM
286
Dakota Wealth Management
Florida
$5.75M +$2.21M +31,907 +62%
PAMG
287
Patton Albertson Miller Group
Tennessee
$5.68M -$179K -2,593 -3%
CP
288
Capital Planning
Washington
$5.68M +$428K +6,184 +8%
WCG
289
Weaver Consulting Group
California
$5.65M -$2.62M -37,897 -32%
IWA
290
IBEX Wealth Advisors
New Jersey
$5.64M -$2.28K -33 -0%
Citadel Advisors
291
Citadel Advisors
Florida
$5.61M +$2.72M +39,314 +94%
FFG
292
Frisch Financial Group
New York
$5.56M -$2.27M -32,767 -29%
MAP
293
Milestone Advisory Partners
North Carolina
$5.42M -$195K -2,825 -3%
SIAG
294
Safeguard Investment Advisory Group
California
$5.34M -$2.45M -35,437 -31%
CFGS
295
Concourse Financial Group Securities
Alabama
$5.32M -$7.88M -113,860 -60%
VWA
296
Visionary Wealth Advisors
Illinois
$5.3M -$896K -12,949 -14%
VHAM
297
Van Hulzen Asset Management
California
$5.27M -$1.85M -26,788 -26%
WIA
298
World Investment Advisors
California
$5.26M -$337K -4,674 -6%
EFS
299
Essex Financial Services
Connecticut
$5.23M +$1.17M +16,913 +29%
CGFA
300
Colton Groome Financial Advisors
North Carolina
$5.22M -$657K -9,489 -11%
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