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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$692M
3
S
SignatureFD
Georgia
$12.1M
4
Ameriprise
Ameriprise
Minnesota
$403M
5
LPL Financial
LPL Financial
California
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
F
326
F3Logic
Minnesota
$4.63M +$111K +1,608 +2%
AF
327
Allworth Financial
California
$4.63M +$45.8K +662 +1%
AWA
328
Alta Wealth Advisors
Massachusetts
$4.62M -$165K -2,387 -3%
TWM
329
Tolleson Wealth Management
Texas
$4.61M -$74.9K -1,083 -2%
EIP
330
Ellis Investment Partners
Pennsylvania
$4.59M +$98.7K +1,426 +2%
AWG
331
Altus Wealth Group
Colorado
$4.58M -$676K -9,381 -13%
CWS
332
Cypress Wealth Services
California
$4.55M -$785K -11,348 -15%
BAM
333
Belpointe Asset Management
Nevada
$4.55M -$442K -6,389 -9%
MFM
334
Mirsky Financial Management
New York
$4.53M +$41K +593 +0.9%
FHA
335
First Horizon Advisors
Tennessee
$4.5M -$203K -2,928 -4%
CFA
336
Cahill Financial Advisors
Minnesota
$4.47M -$167K -6,283 -4%
LPT
337
Legacy Private Trust
Wisconsin
$4.41M -$567K -8,199 -11%
SCA
338
St. Clair Advisors
Ohio
$4.38M -$9.38M -135,610 -68%
BA
339
BCM Advisors
Louisiana
$4.33M -$48.9M -675,244 -92%
CA
340
Calton & Associates
Florida
$4.31M +$40K +578 +0.9%
BFG
341
Barber Financial Group
Kansas
$4.3M -$1.25M -18,093 -23%
RPSA
342
Richard P. Slaughter Associates
Texas
$4.29M -$4.92M -71,168 -53%
LRPA
343
L. Roy Papp & Associates
Arizona
$4.27M -$288K -4,159 -6%
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.21M -$563K -8,132 -12%
WCG
345
Wall Capital Group
Arizona
$4.19M +$116K +1,678 +3%
BSAM
346
Blue Square Asset Management
New York
$4.18M +$125K +1,810 +3%
SFO
347
Stokes Family Office
Louisiana
$4.16M +$4.16M +59,616 New
WWM
348
Western Wealth Management
Colorado
$4.07M -$1.04M -15,008 -20%
KPWS
349
Kestra Private Wealth Services
Texas
$4.06M -$3.45M -49,852 -46%
LNC
350
Lincoln National Corp
Pennsylvania
$4.01M -$853K -12,335 -18%
12 13
14
15 16