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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
BlackRock
New York
$873M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
AE Wealth Management
Kansas
$93.8M
5
RJA
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$103M
2
CA
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
SG Americas Securities
New York
$0
4
Bank of America
Bank of America
North Carolina
$1.79B
5
GA
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MP
276
McDonald Partners
Ohio
$7.04M +$5.78M +71,493 +459%
ACM
277
Absolute Capital Management
Pennsylvania
$7.04M +$7.04M +87,081 New
MA
278
Modus Advisors
Minnesota
$7.04M -$303K -3,743 -4%
ASN
279
Advisory Services Network
Georgia
$7.04M +$436K +5,389 +7%
ACM
280
Armbruster Capital Management
New York
$6.99M +$24.7K +305 +0.4%
CWM
281
Concentrum Wealth Management
California
$6.98M +$201K +2,490 +3%
EFS
282
Essex Financial Services
Connecticut
$6.98M -$231K -2,854 -3%
HTC
283
Haverford Trust Company
Pennsylvania
$6.85M +$405K +5,000 +6%
AWG
284
Altus Wealth Group
Colorado
$6.77M +$2.07M +25,585 +44%
CIAS
285
Capital Investment Advisory Services
North Carolina
$6.74M +$2.06M +25,492 +44%
ACK
286
Andrew C. Karlinski
$6.67M +$6.67M +82,449 New
PAMG
287
Patton Albertson Miller Group
Tennessee
$6.63M +$464K +5,739 +8%
RF
288
Resolute Financial
Massachusetts
$6.57M +$6.57M +81,255 New
MCM
289
MAI Capital Management
Ohio
$6.54M +$405K +5,003 +7%
SCA
290
Snowden Capital Advisors
New York
$6.52M +$417K +5,154 +7%
VHAM
291
Van Hulzen Asset Management
California
$6.47M +$1.55M +19,159 +31%
AL
292
ADE LLC
Maryland
$6.46M +$123K +1,515 +2%
NFG
293
Next Financial Group
Texas
$6.42M +$1.76M +21,731 +38%
AWM
294
Apollon Wealth Management
South Carolina
$6.4M +$2.43M +30,062 +61%
TSWM
295
Tyler-Stone Wealth Management
Ohio
$6.31M +$6.31M +78,051 New
GPA
296
Guerra Pan Advisors
New Jersey
$6.28M +$6.28M +77,641 New
HA
297
HYA Advisors
Missouri
$6.15M +$1.66M +20,471 +37%
RF
298
RHS Financial
California
$6.15M -$556K -6,871 -8%
AIP
299
Almanack Investment Partners
Pennsylvania
$6.1M -$57.8K -715 -0.9%
AC
300
Avant Capital
Louisiana
$6.03M +$6.03M +74,522 New
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12
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