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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 %
KCA
301
Karn Couzens & Associates
Connecticut
$4.68M -$426K -5,791 -8%
TLFA
302
True Link Financial Advisors
California
$4.68M +$486K +6,600 +12%
Millennium Management
303
Millennium Management
New York
$4.66M -$7.16M -97,241 -61%
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$4.65M -$8.01M -108,815 -63%
BFG
305
Barber Financial Group
Kansas
$4.59M +$14.1K +191 +0.3%
CA
306
Calton & Associates
Florida
$4.58M -$25.2K -340 -0.5%
WCG
307
Wall Capital Group
Arizona
$4.53M +$73.7K +1,001 +2%
VHAM
308
Van Hulzen Asset Management
California
$4.49M -$1.11M -15,084 -20%
WI
309
Wintrust Investments
Illinois
$4.49M -$6.91M -93,875 -61%
Jane Street
310
Jane Street
New York
$4.46M +$3.88M +52,765 +676%
AC
311
Apella Capital
Connecticut
$4.4M +$1.35M +18,333 +44%
PA
312
PFG Advisors
Arizona
$4.39M -$971K -13,187 -18%
TFA
313
Tranquilli Financial Advisor
New Jersey
$4.38M +$835K +11,347 +24%
BAM
314
Belpointe Asset Management
Nevada
$4.36M -$472K -6,416 -10%
BS
315
Banco Santander
Spain
$4.34M +$96.7K +1,313 +2%
FFG
316
Frisch Financial Group
New York
$4.32M -$1.59M -21,620 -27%
ELI
317
Empire Life Investments
Ontario, Canada
$4.32M -$1.21M -16,500 -22%
BA
318
BCM Advisors
Louisiana
$4.31M -$152K -2,043 -3%
BOPW
319
Brandywine Oak Private Wealth
Pennsylvania
$4.29M +$159K +2,156 +4%
CFGS
320
Concourse Financial Group Securities
Alabama
$4.28M -$1.38M -18,702 -24%
LNC
321
Lincoln National Corp
Pennsylvania
$4.24M -$30.3K -412 -0.7%
DADC
322
D.A. Davidson & Co
Montana
$4.24M -$717K -9,743 -14%
WWM
323
Western Wealth Management
Colorado
$4.23M -$105K -1,420 -2%
CIAS
324
Capital Investment Advisory Services
North Carolina
$4.17M +$141K +1,917 +4%
FHA
325
Flagship Harbor Advisors
Massachusetts
$4.16M -$2.44M -33,129 -37%
11 12
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