USMV icon

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.

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
1
Allianz Asset Management
Germany
$116M
2
HI
2
Horizon Investments
North Carolina
$91.6M
3
RJA
3
Raymond James & Associates
Florida
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$367M
5
AWM
5
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$692M
3
S
3
SignatureFD
Georgia
$12.1M
4
Ameriprise
4
Ameriprise
Minnesota
$403M
5
LPL Financial
5
LPL Financial
California
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
BDS
301
Banco de Sabadell
Florida
$5.22M 75,135 – –
ELI
302
Empire Life Investments
Ontario, Canada
$5.2M 75,115 +4,900 +7%
APWA
303
Atlas Private Wealth Advisors
New Jersey
$5.14M 74,320 +14,151 +24%
HIM
304
HawsGoodwin Investment Management
Tennessee
$5.08M 73,342 -11,079 -13%
Brown Advisory
305
Brown Advisory
Maryland
$5.06M 73,078 -24,893 -25%
PA
306
PFG Advisors
Arizona
$5.04M 72,802 -12,365 -15%
HA
307
HYA Advisors
Missouri
$5.03M 72,712 +1,271 +2%
AL
308
ADE LLC
Maryland
$5M 72,258 +3,871 +6%
CWM
309
Concentrum Wealth Management
California
$5M 72,253 +1,969 +3%
TWM
310
Tradition Wealth Management
Minnesota
$4.99M 72,103 +1,335 +2%
ONST
311
Old North State Trust
North Carolina
$4.98M 71,714 -21,311 -23%
AA
312
ACT Advisors
North Carolina
$4.97M 69,269 -328,297 -83%
SFS
313
Sowell Financial Services
Arkansas
$4.95M 68,166 -11,083 -14%
CB
314
Commerce Bank
Missouri
$4.95M 71,528 +3,211 +5%
WMP
315
Wealth Management Partners
Arizona
$4.85M 68,946 -132 -0.2%
AHC
316
Anderson Hoagland & Co
Missouri
$4.83M 69,872 -2,154 -3%
HIP
317
HUB Investment Partners
Texas
$4.83M 69,768 -27,161 -28%
KCA
318
Karn Couzens & Associates
Connecticut
$4.8M 69,353 -3,429 -5%
C
319
Clearshares
New York
$4.75M 68,684 +68,684 New
MLIC
320
Mandatum Life Insurance Company
Finland
$4.74M 68,499 -321 -0.5%
DMC
321
Drexel Morgan & Co
Pennsylvania
$4.73M 68,318 +9,635 +16%
APSP
322
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.69M 67,795 +21 +0%
WWM
323
Windsor Wealth Management
Indiana
$4.68M 67,660 -976 -1%
DADC
324
D.A. Davidson & Co
Montana
$4.66M 67,304 +5,773 +9%
WCM
325
WealthBridge Capital Management
Ohio
$4.65M 67,182 +751 +1%
11 12
13
14 15