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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 %
BBHBI
326
B, B, H, & B Inc
Alabama
$3.94M +$3.94M +53,545 New
CNB
327
Camden National Bank
Maine
$3.89M +$239K +3,246 +7%
WCM
328
Windham Capital Management
Massachusetts
$3.87M – – –
FHC
329
First Heartland Consultants
Missouri
$3.87M -$61.4K -835 -2%
LNC
330
Lincoln National Corp
Pennsylvania
$3.82M -$411K -5,592 -10%
WGCA
331
Wolf Group Capital Advisors
Virginia
$3.79M +$498K +6,769 +15%
CWM
332
Cordatus Wealth Management
Pennsylvania
$3.76M +$3.76M +51,104 New
SFI
333
SPC Financial Inc
Maryland
$3.73M -$44.7K -608 -1%
DWM
334
Defined Wealth Management
Oregon
$3.72M -$60K -817 -2%
MWM
335
Marietta Wealth Management
Georgia
$3.7M +$76.4K +1,040 +2%
PCA
336
Pallas Capital Advisors
Massachusetts
$3.67M -$2.51M -32,176 -41%
LWM
337
Lionsbridge Wealth Management
Florida
$3.67M -$74.7K -1,016 -2%
AWM
338
Apollon Wealth Management
South Carolina
$3.61M +$378K +5,137 +12%
GHA
339
GW Henssler & Associates
Georgia
$3.59M -$49.4M -671,648 -93%
FEG
340
Financial Enhancement Group
Indiana
$3.58M -$7.97M -108,426 -69%
Manulife (Manufacturers Life Insurance)
341
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.58M -$39.9M -542,980 -92%
IA
342
IFP Advisors
Florida
$3.51M -$2.12M -28,786 -38%
Cerity Partners
343
Cerity Partners
New York
$3.5M +$542K +7,377 +18%
BPCE
344
Bank Pictet & Cie (Europe)
Germany
$3.45M – – –
Brown Advisory
345
Brown Advisory
Maryland
$3.45M -$1.93M -26,194 -36%
PA
346
PFG Advisors
Arizona
$3.43M -$950K -12,924 -22%
CCC
347
Crescent Capital Consulting
Louisiana
$3.35M +$3.35M +45,582 New
UB
348
UMB Bank
Missouri
$3.35M -$458K -6,226 -12%
CWM
349
Calamos Wealth Management
Illinois
$3.31M – – –
BFA
350
Beacon Financial Advisory
Ohio
$3.3M -$23.2K -316 -0.7%
12 13
14
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