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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.

New
Increased
Maintained
Reduced
Closed
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
Raymond James & Associates
Florida
$2.29B
2
SG Americas Securities
SG Americas Securities
New York
$61.8M
3
CA
Cetera Advisors
Colorado
$183M
4
HI
Horizon Investments
North Carolina
$181M
5
Allianz Asset Management
Allianz Asset Management
Germany
$150M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$27.2M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$3.05M
3
Bank of America
Bank of America
North Carolina
$1.68B
4
Ameriprise
Ameriprise
Minnesota
$423M
5
GHA
GW Henssler & Associates
Georgia
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
F
276
F3Logic
Minnesota
$5.27M +$232K +3,157 +5%
WIA
277
World Investment Advisors
California
$5.25M -$165K -2,241 -3%
AF
278
Allworth Financial
California
$5.25M +$411K +5,593 +9%
C
279
Clearshares
New York
$5.24M +$128K +1,738 +2%
WBG
280
Wharton Business Group
Pennsylvania
$5.11M +$2.42M +32,915 +90%
ELI
281
Empire Life Investments
Ontario, Canada
$5.08M +$772K +10,500 +18%
LRPA
282
L. Roy Papp & Associates
Arizona
$5.04M +$7.42K +101 +0.1%
MLIC
283
Mandatum Life Insurance Company
Finland
$5.04M – – –
IWA
284
IBEX Wealth Advisors
New Jersey
$5M +$956 +13 +0%
TLFA
285
True Link Financial Advisors
California
$4.99M +$322K +4,380 +7%
DL
286
DOHJ LLC
Washington
$4.98M -$1.07M -13,735 -18%
RWG
287
Regal Wealth Group
California
$4.96M -$70K -952 -1%
CB
288
Commerce Bank
Missouri
$4.94M -$116K -1,582 -2%
AWA
289
Alta Wealth Advisors
Massachusetts
$4.79M -$16.7K -227 -0.3%
WP
290
WealthSource Partners
California
$4.79M -$255K -3,470 -5%
TWM
291
Tolleson Wealth Management
Texas
$4.78M -$36.7K -500 -0.8%
WCM
292
WealthBridge Capital Management
Ohio
$4.77M -$235K -3,204 -5%
WWM
293
Windsor Wealth Management
Indiana
$4.77M +$15.7K +212 +0.3%
EIP
294
Ellis Investment Partners
Pennsylvania
$4.66M -$116K -1,578 -2%
KCA
295
Karn Couzens & Associates
Connecticut
$4.63M -$46.6K -634 -1%
WMP
296
Wealth Management Partners
Arizona
$4.59M -$319K -4,341 -7%
WCG
297
Wall Capital Group
Arizona
$4.49M -$32K -436 -0.7%
BFG
298
Barber Financial Group
Kansas
$4.49M -$92.6K -1,260 -2%
CA
299
Calton & Associates
Florida
$4.47M -$77.6K -1,056 -2%
VHAM
300
Van Hulzen Asset Management
California
$4.47M -$11.5K -156 -0.3%
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