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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 %
DWM
376
Defined Wealth Management
Oregon
$3.58M -$528K -7,626 -13%
MSAM
377
Moloney Securities Asset Management
Missouri
$3.58M -$112K -1,612 -3%
CWM
378
Cordatus Wealth Management
Pennsylvania
$3.57M -$102K -1,469 -3%
SFI
379
SPC Financial Inc
Maryland
$3.56M +$345K +4,980 +11%
IF
380
IRON Financial
Illinois
$3.55M -$4.21M -60,772 -54%
CWA
381
Centennial Wealth Advisory
Michigan
$3.53M +$337K +4,875 +11%
VFM
382
Vivid Financial Management
California
$3.51M -$1.06M -15,364 -23%
BFA
383
Beacon Financial Advisory
Ohio
$3.48M -$881K -12,740 -20%
SB
384
Strategic Blueprint
Georgia
$3.43M -$448K -6,482 -12%
SAG
385
Spotlight Asset Group
Illinois
$3.43M +$181K +2,619 +6%
FTUS
386
Flow Traders U.S.
New York
$3.43M +$1.66M +23,997 +94%
Prudential Financial
387
Prudential Financial
New Jersey
$3.41M -$5.67M -81,965 -62%
LWMG
388
Levy Wealth Management Group
Pennsylvania
$3.39M -$3.12M -45,046 -48%
MWM
389
Marietta Wealth Management
Georgia
$3.38M +$322K +4,660 +11%
AA
390
Ancora Advisors
Ohio
$3.36M -$3.78M -54,634 -53%
TFA
391
Tranquilli Financial Advisor
New Jersey
$3.33M -$227K -3,279 -6%
CAG
392
Curtis Advisory Group
California
$3.28M -$717K -10,370 -18%
BPCE
393
Bank Pictet & Cie (Europe)
Germany
$3.25M – – –
Northern Trust
394
Northern Trust
Illinois
$3.24M +$1.21M +17,529 +60%
MWM
395
Minot Wealth Management
Massachusetts
$3.23M -$411K -5,945 -11%
LWM
396
Lionsbridge Wealth Management
Florida
$3.15M +$141K +2,042 +5%
Daiwa Securities Group
397
Daiwa Securities Group
Japan
$3.14M -$145K -2,100 -4%
CWM
398
Calamos Wealth Management
Illinois
$3.11M +$3.11M +45,000 New
QWM
399
QP Wealth Management
New Jersey
$3.09M -$32K -462 -1%
NL
400
NWAM LLC
Washington
$3.09M -$1.1M -15,952 -26%
14 15
16
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