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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
+$88.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
AWM
AE Wealth Management
Kansas
+$33.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
3
S
SignatureFD
Georgia
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$201M
5
LPL Financial
LPL Financial
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOMWMG
401
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.06M +$229K +3,304 +8%
MA
402
Mutual Advisors
Nebraska
$3.06M +$247K +3,573 +9%
WGCA
403
Wolf Group Capital Advisors
Virginia
$3.02M +$232K +3,349 +8%
1WA
404
180 Wealth Advisors
Washington
$3.01M -$165K -2,272 -5%
MA
405
MCF Advisors
Kentucky
$3.01M +$289K +4,176 +11%
GVAG
406
Great Valley Advisor Group
Delaware
$2.97M -$1.23M -17,721 -29%
LAS
407
Lloyd Advisory Services
Georgia
$2.96M +$2.6M +37,628 +736%
IWP
408
Icon Wealth Partners
Texas
$2.95M -$2.36M -34,044 -44%
MCWS
409
McKinley Carter Wealth Services
West Virginia
$2.93M -$75.3K -1,089 -3%
CBFP
410
Cedar Brook Financial Partners
Ohio
$2.91M -$2.09M -30,188 -42%
VWA
411
VERITY Wealth Advisors
United States
$2.91M +$129K +1,871 +5%
AWM
412
Apollon Wealth Management
South Carolina
$2.91M +$2.91M +42,024 New
AC
413
Apella Capital
Connecticut
$2.87M +$560K +8,094 +24%
FFN
414
Focus Financial Network
Minnesota
$2.86M -$4.84M -69,899 -63%
APA
415
American Portfolios Advisors
New York
$2.86M +$94K +1,359 +3%
BL
416
BFSG LLC
California
$2.82M -$1.83M -26,407 -39%
ECM
417
Evergreen Capital Management
Washington
$2.8M – – –
C1AG
418
Client 1st Advisory Group
Florida
$2.78M -$617K -8,919 -18%
HCA
419
Heck Capital Advisors
Wisconsin
$2.74M -$4.47M -64,602 -62%
PTC
420
Private Trust Company
Ohio
$2.74M -$555K -8,024 -17%
SHIM
421
Stone House Investment Management
Pennsylvania
$2.71M – – –
CG
422
CFO4Life Group
Texas
$2.71M -$12.2M -176,373 -82%
CCM
423
Crabel Capital Management
California
$2.67M +$1.3M +18,763 +95%
KWM
424
Kingsview Wealth Management
Oregon
$2.66M -$1.67M -23,916 -39%
Cerity Partners
425
Cerity Partners
New York
$2.64M +$27.5K +397 +1%
15 16
17
18 19