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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.

New
Increased
Maintained
Reduced
Closed
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
Kelly Financial Services
Massachusetts
$376M
2
RJA
Raymond James & Associates
Florida
$2.23B
3
Ameriprise
Ameriprise
Minnesota
$474M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$436M
5
GA
Gateway Advisory
New Jersey
$93.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$533M
3
Bank of America
Bank of America
North Carolina
$1.74B
4
BlackRock
BlackRock
New York
$672M
5
SIRP
Shelter Insurance Retirement Plan
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
276
HYA Advisors
Missouri
$5.13M -$223K -3,035 -4%
C
277
Clearshares
New York
$5.12M +$64K +869 +1%
W
278
Wealthquest
Ohio
$5.08M -$3.29M -44,693 -39%
CB
279
Commerce Bank
Missouri
$5.07M -$198K -2,694 -4%
WP
280
WealthSource Partners
California
$5.05M -$1.13M -15,395 -18%
F
281
F3Logic
Minnesota
$5.05M +$129K +1,748 +3%
MLIC
282
Mandatum Life Insurance Company
Finland
$5.04M – – –
LRPA
283
L. Roy Papp & Associates
Arizona
$5.04M +$498K +6,764 +11%
RWG
284
Regal Wealth Group
California
$5.04M -$8.52M -115,723 -63%
WCM
285
WealthBridge Capital Management
Ohio
$5.01M +$67.9K +922 +1%
IWA
286
IBEX Wealth Advisors
New Jersey
$5.01M -$996K -13,526 -17%
AHC
287
Anderson Hoagland & Co
Missouri
$4.95M -$198K -2,691 -4%
SIAG
288
Safeguard Investment Advisory Group
California
$4.92M -$766K -10,402 -13%
WMP
289
Wealth Management Partners
Arizona
$4.92M -$161K -2,181 -3%
AA
290
ACT Advisors
North Carolina
$4.87M -$295K -3,963 -6%
AF
291
Allworth Financial
California
$4.84M -$80.2K -1,089 -2%
TWM
292
Tolleson Wealth Management
Texas
$4.82M -$83.2K -1,130 -2%
LWM
293
Laidlaw Wealth Management
New York
$4.82M +$674K +9,161 +16%
AWA
294
Alta Wealth Advisors
Massachusetts
$4.81M -$103K -1,403 -2%
EIP
295
Ellis Investment Partners
Pennsylvania
$4.78M -$103K -1,400 -2%
ONST
296
Old North State Trust
North Carolina
$4.77M -$512K -6,950 -10%
CIA
297
Choate Investment Advisors
Massachusetts
$4.75M -$1.42M -19,262 -23%
WWM
298
Windsor Wealth Management
Indiana
$4.73M -$248K -3,363 -5%
AWG
299
Altus Wealth Group
Colorado
$4.71M +$35.2K +478 +0.8%
SG Americas Securities
300
SG Americas Securities
New York
$4.71M -$5.5M -74,680 -54%
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