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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 %
KWM
376
Kingsview Wealth Management
Oregon
$3.01M +$179K +2,422 +6%
BA
377
Ballew Advisors
Mississippi
$3.01M -$3.62M -48,380 -55%
MWM
378
Minot Wealth Management
Massachusetts
$2.98M -$522K -6,980 -15%
ECM
379
Evergreen Capital Management
Washington
$2.98M +$1.25K +17 +0%
Cerity Partners
380
Cerity Partners
New York
$2.97M +$156K +2,121 +6%
APA
381
American Portfolios Advisors
New York
$2.96M -$76.3K -1,037 -3%
AA
382
Ancora Advisors
Ohio
$2.92M -$653K -8,873 -18%
NL
383
NWAM LLC
Washington
$2.89M -$391K -5,318 -12%
AI
384
Atom Investors
Texas
$2.88M +$2.58M +35,048 +861%
SAG
385
Spotlight Asset Group
Illinois
$2.87M -$773K -10,498 -21%
MW
386
Marcum Wealth
Ohio
$2.83M +$134K +1,818 +5%
MAFM
387
Mid Atlantic Financial Management
Pennsylvania
$2.8M -$1.08M -14,734 -28%
FF
388
Friedenthal Financial
New Jersey
$2.78M +$570K +7,738 +26%
9WM
389
9258 Wealth Management
Ohio
$2.78M -$1.24M -16,829 -31%
BI
390
Berkeley Inc
Idaho
$2.75M -$42.4K -576 -2%
CBFP
391
Cedar Brook Financial Partners
Ohio
$2.75M -$350K -4,761 -11%
PTC
392
Private Trust Company
Ohio
$2.71M -$204K -2,768 -7%
WBG
393
Wharton Business Group
Pennsylvania
$2.7M +$8.02K +109 +0.3%
KA
394
Kovack Advisors
Florida
$2.68M +$36.4K +495 +1%
CWM
395
Cedar Wealth Management
California
$2.67M -$16.7K -227 -0.6%
CG
396
CFO4Life Group
Texas
$2.62M -$266K -3,613 -9%
VWA
397
VERITY Wealth Advisors
United States
$2.58M -$510K -6,934 -16%
FA
398
Forefront Analytics
Pennsylvania
$2.58M -$15.5K -211 -0.6%
MFW
399
Mosaic Family Wealth
Missouri
$2.56M +$109K +1,480 +4%
PWM
400
Perigon Wealth Management
California
$2.56M -$72.9K -990 -3%
14 15
16
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