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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 %
CCMG
351
Clark Capital Management Group
Pennsylvania
$3.61M -$5.35M -72,725 -60%
KOMWMG
352
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.56M +$304K +4,130 +9%
NFG
353
Next Financial Group
Texas
$3.5M -$767K -10,413 -18%
CWS
354
Cypress Wealth Services
California
$3.5M -$1.34M -18,220 -28%
HTC
355
Haverford Trust Company
Pennsylvania
$3.5M +$3.5M +47,505 New
IF
356
IRON Financial
Illinois
$3.47M -$309K -4,200 -8%
BPCE
357
Bank Pictet & Cie (Europe)
Germany
$3.46M – – –
WWM
358
WT Wealth Management
Arizona
$3.39M -$685K -9,313 -17%
BFA
359
Beacon Financial Advisory
Ohio
$3.32M -$377K -5,125 -10%
CI
360
Cavalier Investments
Georgia
$3.32M +$605K +8,220 +22%
CWM
361
Calamos Wealth Management
Illinois
$3.31M – – –
WCG
362
Weaver Consulting Group
California
$3.3M -$2.71M -36,830 -45%
WGCA
363
Wolf Group Capital Advisors
Virginia
$3.29M +$76.9K +1,045 +2%
QWM
364
QP Wealth Management
New Jersey
$3.29M -$4.79K -65 -0.1%
SB
365
Strategic Blueprint
Georgia
$3.28M -$368K -5,005 -10%
MA
366
Mutual Advisors
Nebraska
$3.27M +$19.1K +259 +0.6%
AWM
367
Apollon Wealth Management
South Carolina
$3.23M +$141K +1,912 +5%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$3.2M -$140K -1,900 -4%
LWMG
369
Levy Wealth Management Group
Pennsylvania
$3.18M -$423K -5,747 -12%
GVAG
370
Great Valley Advisor Group
Delaware
$3.17M +$101K +1,411 +3%
BWP
371
Bernardo Wealth Planning
Pennsylvania
$3.17M -$9.56M -129,851 -75%
FHA
372
First Horizon Advisors
Tennessee
$3.11M -$1.68M -22,795 -35%
1WA
373
180 Wealth Advisors
Washington
$3.11M -$68.1K -891 -2%
FFN
374
Focus Financial Network
Minnesota
$3.05M +$5.74K +78 +0.2%
AIMCA
375
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.03M +$3.03M +41,100 New
13 14
15
16 17