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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 %
VWA
401
VERITY Wealth Advisors
United States
$2.51M -$73.3K -997 -3%
BFG
402
Berger Financial Group
Minnesota
$2.49M – – –
AWA
403
Alaska Wealth Advisors
Alaska
$2.48M +$2.48M +33,760 New
FFWA
404
FRG Family Wealth Advisors
Washington
$2.48M – – –
PWAC
405
Private Wealth Advisors (California)
California
$2.46M -$2.23K -29 -0.1%
HIM
406
HawsGoodwin Investment Management
Tennessee
$2.45M -$20.7K -281 -0.8%
TWM
407
Triton Wealth Management
Arizona
$2.43M -$78.7K -1,038 -3%
HC
408
Hoese & Co
Minnesota
$2.41M +$159K +2,160 +7%
FC
409
Ferris Capital
Massachusetts
$2.4M +$2.4M +30,922 New
BFEC
410
Benjamin F. Edwards & Company
Missouri
$2.39M -$133K -1,807 -5%
CG
411
CFO4Life Group
Texas
$2.38M -$237K -3,218 -9%
Northern Trust
412
Northern Trust
Illinois
$2.38M +$271K +3,690 +13%
SWM
413
Sugarloaf Wealth Management
Georgia
$2.37M -$37K -503 -2%
NL
414
NWAM LLC
Washington
$2.36M -$524K -7,134 -18%
TVAMP
415
Tennessee Valley Asset Management Partners
Tennessee
$2.3M -$1.7M -23,128 -43%
SB
416
Strategic Blueprint
Georgia
$2.29M -$987K -13,429 -30%
PD
417
Planning Directions
Pennsylvania
$2.28M +$88.5K +1,204 +4%
GVAG
418
Great Valley Advisor Group
Delaware
$2.28M -$985K -13,394 -30%
IC
419
Inscription Capital
Texas
$2.27M +$2M +27,225 +742%
REMPR
420
Roof Eidam Maycock Peralta (REMP)
California
$2.26M – – –
T
421
TNF
Montana
$2.22M +$2.22M +28,745 New
OWA
422
Outlook Wealth Advisors
Texas
$2.22M -$43.4K -590 -2%
CWS
423
Cypress Wealth Services
California
$2.21M -$1.29M -17,510 -37%
SFWC
424
Strategic Family Wealth Counselors
New Jersey
$2.2M -$65K -884 -3%
USCWA
425
U.S. Capital Wealth Advisors
Texas
$2.2M +$2.2M +29,889 New
15 16
17
18 19