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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
+$60.6M
2
SG Americas Securities
SG Americas Securities
New York
+$57.1M
3
CA
Cetera Advisors
Colorado
+$47.8M
4
HI
Horizon Investments
North Carolina
+$43.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$40.1M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$2.01B
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$361M
3
Bank of America
Bank of America
North Carolina
-$51.9M
4
Ameriprise
Ameriprise
Minnesota
-$49.8M
5
GHA
GW Henssler & Associates
Georgia
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
351
Integrated Advisors Network
Texas
$3.29M -$2.22M -30,207 -40%
GLA
352
Good Life Advisors
Pennsylvania
$3.28M +$2.04M +27,802 +165%
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.28M -$745K -10,137 -19%
AI
354
Atom Investors
Texas
$3.27M +$398K +5,411 +14%
QWM
355
QP Wealth Management
New Jersey
$3.27M -$11K -149 -0.3%
AA
356
ACT Advisors
North Carolina
$3.26M -$1.54M -20,920 -32%
CIAS
357
CFS Investment Advisory Services
New Jersey
$3.26M +$3.26M +44,390 New
CIA
358
Choate Investment Advisors
Massachusetts
$3.24M -$1.5M -20,460 -32%
ONST
359
Old North State Trust
North Carolina
$3.22M -$1.54M -20,988 -32%
IF
360
IRON Financial
Illinois
$3.2M -$262K -3,563 -8%
WI
361
Wintrust Investments
Illinois
$3.17M -$1.31M -17,858 -29%
S
362
SignatureFD
Georgia
$3.16M -$579K -7,882 -15%
WWM
363
WT Wealth Management
Arizona
$3.14M -$248K -3,379 -7%
WCG
364
Weaver Consulting Group
California
$3.11M -$184K -2,497 -6%
MWM
365
Minot Wealth Management
Massachusetts
$3.09M +$162K +2,207 +6%
SRC
366
Shufro Rose & Co
New York
$3.08M -$41M -558,460 -93%
PBF
367
Petix & Botte Financial
California
$3.06M +$1.8M +24,538 +144%
GKWIM
368
Gerber Kawasaki Wealth & Investment Management
California
$3.05M -$361M -360,941 -99%
Daiwa Securities Group
369
Daiwa Securities Group
Japan
$3.02M -$176K -2,400 -6%
FFN
370
Focus Financial Network
Minnesota
$3.01M -$34.5K -470 -1%
SFS
371
Sowell Financial Services
Arkansas
$2.99M +$541K +7,359 +22%
1WA
372
180 Wealth Advisors
Washington
$2.98M -$98.2K -1,297 -3%
ECM
373
Evergreen Capital Management
Washington
$2.97M – – –
LWMG
374
Levy Wealth Management Group
Pennsylvania
$2.97M -$208K -2,828 -7%
BWP
375
Bernardo Wealth Planning
Pennsylvania
$2.95M -$214K -2,915 -7%
13 14
15
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