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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 %
MA
376
Mutual Advisors
Nebraska
$2.95M -$318K -4,330 -10%
BA
377
Ballew Advisors
Mississippi
$2.95M -$41.2K -554 -1%
AIMCA
378
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.93M -$88.2K -1,200 -3%
AA
379
Ancora Advisors
Ohio
$2.93M +$14.1K +192 +0.5%
APA
380
American Portfolios Advisors
New York
$2.93M -$30.9K -421 -1%
MW
381
Marcum Wealth
Ohio
$2.91M +$87.6K +1,192 +3%
KWM
382
Kingsview Wealth Management
Oregon
$2.85M -$131K -1,786 -4%
KA
383
Kovack Advisors
Florida
$2.85M +$165K +2,251 +6%
CI
384
Cavalier Investments
Georgia
$2.84M -$480K -6,531 -14%
MAFM
385
Mid Atlantic Financial Management
Pennsylvania
$2.78M -$17.5K -238 -0.6%
HCM
386
Howard Capital Management
Georgia
$2.77M +$2.43M +33,000 +722%
CBFP
387
Cedar Brook Financial Partners
Ohio
$2.75M +$7.28K +99 +0.3%
FPS
388
Fieldpoint Private Securities
Connecticut
$2.74M +$1.69M +22,933 +160%
FEM
389
Fulcrum Equity Management
Texas
$2.73M +$2.73M +37,192 New
BI
390
Berkeley Inc
Idaho
$2.73M -$11.6K -158 -0.4%
MFW
391
Mosaic Family Wealth
Missouri
$2.73M +$175K +2,375 +7%
9WM
392
9258 Wealth Management
Ohio
$2.73M -$52.3K -711 -2%
ARC
393
Advisor Resource Council
Texas
$2.7M +$576K +7,849 +27%
Marshall Wace
394
Marshall Wace
United Kingdom
$2.69M +$2.69M +36,600 New
CWM
395
Cedar Wealth Management
California
$2.66M – – –
W
396
Wealthquest
Ohio
$2.65M -$2.43M -33,020 -48%
MSA
397
Marino Stram & Associates
Massachusetts
$2.62M +$2.62M +35,666 New
SAG
398
Spotlight Asset Group
Illinois
$2.62M -$251K -3,416 -9%
FA
399
Forefront Analytics
Pennsylvania
$2.6M +$23.4K +319 +0.9%
PTC
400
Private Trust Company
Ohio
$2.58M -$133K -1,813 -5%
14 15
16
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