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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 %
CWA
326
Centennial Wealth Advisory
Michigan
$4.15M +$388K +5,269 +10%
MCM
327
MAI Capital Management
Ohio
$4.14M -$68.5K -930 -2%
Susquehanna International Group
328
Susquehanna International Group
Pennsylvania
$4.08M -$12.6M -171,593 -76%
CWP
329
CFM Wealth Partners
Texas
$4.07M +$6.33K +86 +0.2%
OIM
330
Opus Investment Management
Massachusetts
$4.05M +$143K +1,938 +4%
CLOS
331
Compagnie Lombard Odier SCmA
Switzerland
$4.05M – – –
MSAM
332
Moloney Securities Asset Management
Missouri
$4.03M +$226K +3,064 +6%
JFGIW
333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.03M -$450K -6,110 -10%
BNP Paribas Financial Markets
334
BNP Paribas Financial Markets
France
$3.97M +$1.47M +20,000 +59%
WP
335
WealthShield Partners
North Carolina
$3.95M -$909K -12,342 -19%
FHC
336
First Heartland Consultants
Missouri
$3.94M -$308K -4,187 -7%
FFS
337
Founders Financial Securities
Maryland
$3.91M -$42.5K -577 -1%
BPA
338
Beacon Pointe Advisors
California
$3.88M +$1.58M +21,519 +69%
WCM
339
Windham Capital Management
Massachusetts
$3.88M – – –
GM
340
GeoWealth Management
Illinois
$3.88M +$3.88M +52,675 New
UB
341
UMB Bank
Missouri
$3.81M -$273K -3,707 -7%
DWM
342
Defined Wealth Management
Oregon
$3.79M -$25.3K -343 -0.7%
SFI
343
SPC Financial Inc
Maryland
$3.78M -$9.72K -132 -0.3%
ACM
344
AlphaStar Capital Management
North Carolina
$3.77M -$407K -5,527 -10%
LWM
345
Lionsbridge Wealth Management
Florida
$3.75M +$395K +5,368 +12%
S
346
SignatureFD
Georgia
$3.74M -$9.15M -124,268 -71%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$3.66M -$30.4M -412,717 -89%
CNB
348
Camden National Bank
Maine
$3.66M -$298K -4,043 -8%
MWM
349
Marietta Wealth Management
Georgia
$3.63M +$36K +489 +1%
PCIG
350
Partners Capital Investment Group
Massachusetts
$3.61M -$472K -6,413 -12%
12 13
14
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