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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 %
Millennium Management
301
Millennium Management
New York
$4.41M -$239K -3,246 -5%
BOPW
302
Brandywine Oak Private Wealth
Pennsylvania
$4.4M +$122K +1,658 +3%
BAM
303
Belpointe Asset Management
Nevada
$4.38M +$20.8K +283 +0.5%
CWA
304
Centennial Wealth Advisory
Michigan
$4.37M +$228K +3,107 +6%
BS
305
Banco Santander
Spain
$4.34M – – –
RRA
306
Round Rock Advisors
Connecticut
$4.3M -$2.7M -36,707 -39%
AWG
307
Altus Wealth Group
Colorado
$4.27M -$438K -5,952 -9%
MSAM
308
Moloney Securities Asset Management
Missouri
$4.26M +$234K +3,189 +6%
CFGS
309
Concourse Financial Group Securities
Alabama
$4.25M -$19.5K -265 -0.5%
CIAS
310
Capital Investment Advisory Services
North Carolina
$4.25M +$92.7K +1,261 +2%
NFG
311
Next Financial Group
Texas
$4.24M +$742K +10,096 +21%
CAM
312
Cozad Asset Management
Illinois
$4.23M -$1.13M -15,408 -21%
DADC
313
D.A. Davidson & Co
Montana
$4.23M +$2.35K +32 +0.1%
SIAG
314
Safeguard Investment Advisory Group
California
$4.23M -$683K -9,288 -14%
LWM
315
Laidlaw Wealth Management
New York
$4.21M -$601K -8,173 -12%
OIM
316
Opus Investment Management
Massachusetts
$4.17M +$123K +1,670 +3%
FFG
317
Frisch Financial Group
New York
$4.17M -$150K -2,039 -3%
ACM
318
AlphaStar Capital Management
North Carolina
$4.16M +$213K +2,754 +5%
FHA
319
Flagship Harbor Advisors
Massachusetts
$4.16M – – –
HA
320
HYA Advisors
Missouri
$4.11M -$1.04M -14,116 -20%
BA
321
BCM Advisors
Louisiana
$4.06M -$322K -4,242 -7%
CLOS
322
Compagnie Lombard Odier SCmA
Switzerland
$4.04M – – –
VA
323
Valmark Advisers
Ohio
$4.02M +$4.02M +54,698 New
CWP
324
CFM Wealth Partners
Texas
$4.01M -$49.9K -679 -1%
BNP Paribas Financial Markets
325
BNP Paribas Financial Markets
France
$3.96M – – –
11 12
13
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