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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
+$371M
2
RJA
Raymond James & Associates
Florida
+$92.7M
3
Ameriprise
Ameriprise
Minnesota
+$48.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$46.1M
5
GA
Gateway Advisory
New Jersey
+$42.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$235M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$203M
3
Bank of America
Bank of America
North Carolina
-$183M
4
BlackRock
BlackRock
New York
-$117M
5
SIRP
Shelter Insurance Retirement Plan
Missouri
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
401
Triton Wealth Management
Arizona
$2.54M -$91.9K -1,194 -3%
BFEC
402
Benjamin F. Edwards & Company
Missouri
$2.53M -$182K -2,470 -7%
Principal Financial Group
403
Principal Financial Group
Iowa
$2.51M -$160K -2,169 -6%
BFG
404
Berger Financial Group
Minnesota
$2.5M -$244K -3,309 -9%
FFWA
405
FRG Family Wealth Advisors
Washington
$2.48M -$238K -3,232 -9%
HIM
406
HawsGoodwin Investment Management
Tennessee
$2.47M -$2.93M -39,800 -54%
SFS
407
Sowell Financial Services
Arkansas
$2.45M -$2.57M -34,899 -51%
SWM
408
Sugarloaf Wealth Management
Georgia
$2.41M +$2.34M +31,817 +3,432%
Barclays
409
Barclays
United Kingdom
$2.4M -$21.9M -297,113 -90%
ASFA
410
All Season Financial Advisors
Colorado
$2.39M +$2.39M +32,508 New
TRCT
411
Tower Research Capital (TRC)
New York
$2.39M -$1.7M -23,113 -42%
BL
412
BFSG LLC
California
$2.37M -$635K -8,628 -21%
KPWS
413
Kestra Private Wealth Services
Texas
$2.36M -$1.95M -26,529 -45%
PWAC
414
Private Wealth Advisors (California)
California
$2.36M +$47.2K +641 +2%
SCA
415
St. Clair Advisors
Ohio
$2.34M -$2.32M -31,453 -50%
SFWC
416
Strategic Family Wealth Counselors
New Jersey
$2.27M +$29.5K +401 +1%
OWA
417
Outlook Wealth Advisors
Texas
$2.26M -$48.1K -654 -2%
REMPR
418
Roof Eidam Maycock Peralta (REMP)
California
$2.26M -$35.3K -480 -2%
HFS
419
Horizon Financial Services
North Carolina
$2.25M -$4.53M -61,610 -67%
HC
420
Hoese & Co
Minnesota
$2.25M +$274K +3,720 +14%
FTS
421
Fifth Third Securities
Ohio
$2.25M -$32.5K -441 -1%
PD
422
Planning Directions
Pennsylvania
$2.19M -$148K -2,014 -6%
HFA
423
Hoover Financial Advisors
Pennsylvania
$2.17M +$74 +1 +0%
MCA
424
Magnolia Capital Advisors
Mississippi
$2.16M +$2.16M +29,303 New
GAM
425
Geier Asset Management
Maryland
$2.14M -$487K -6,613 -19%
15 16
17
18 19