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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 %
NFG
351
Next Financial Group
Texas
$4.01M -$125K -1,808 -3%
FHC
352
First Heartland Consultants
Missouri
$3.99M +$37.5K +542 +0.9%
BS
353
Banco Santander
Spain
$3.99M -$335K -4,840 -8%
MCM
354
MAI Capital Management
Ohio
$3.95M -$101K -1,461 -2%
TLFA
355
True Link Financial Advisors
California
$3.94M +$773K +11,171 +24%
ACM
356
AlphaStar Capital Management
North Carolina
$3.92M +$136K +1,968 +4%
LWM
357
Laidlaw Wealth Management
New York
$3.9M +$1.3M +18,740 +50%
BOPW
358
Brandywine Oak Private Wealth
Pennsylvania
$3.88M +$99.8K +1,442 +3%
TRCT
359
Tower Research Capital (TRC)
New York
$3.84M -$2.9M -41,865 -43%
UB
360
UMB Bank
Missouri
$3.84M -$1.57M -22,696 -29%
PCIG
361
Partners Capital Investment Group
Massachusetts
$3.84M – – –
WWM
362
WT Wealth Management
Arizona
$3.83M -$262K -3,789 -6%
CWP
363
CFM Wealth Partners
Texas
$3.82M +$30.5K +441 +0.8%
CLOS
364
Compagnie Lombard Odier SCmA
Switzerland
$3.81M – – –
CIAS
365
Capital Investment Advisory Services
North Carolina
$3.78M +$761K +10,998 +25%
9WM
366
9258 Wealth Management
Ohio
$3.78M -$969K -14,001 -20%
CNB
367
Camden National Bank
Maine
$3.72M -$183K -2,648 -5%
CNC
368
Camden National Corporation
Maine
$3.72M +$3.72M +53,710 New
FFS
369
Founders Financial Securities
Maryland
$3.71M -$2.28M -32,969 -38%
WP
370
WealthShield Partners
North Carolina
$3.69M -$2.65M -47,414 -42%
OIM
371
Opus Investment Management
Massachusetts
$3.68M +$261K +3,765 +8%
MAFM
372
Mid Atlantic Financial Management
Pennsylvania
$3.65M -$440K -6,352 -11%
WCM
373
Windham Capital Management
Massachusetts
$3.65M – – –
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$3.64M -$1.2M -17,311 -25%
FFWM
375
Future Financial Wealth Management
Ohio
$3.61M +$80.5K +1,163 +2%
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15
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