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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 %
BI
426
Berkeley Inc
Idaho
$2.62M -$50.6K -732 -2%
MSA
427
Marino Stram & Associates
Massachusetts
$2.59M -$160K -2,311 -6%
GAM
428
Geier Asset Management
Maryland
$2.58M -$1.46M -20,113 -36%
BFG
429
Berger Financial Group
Minnesota
$2.58M +$132K +1,911 +5%
CI
430
Cavalier Investments
Georgia
$2.56M -$2.15K -31 -0.1%
FFWA
431
FRG Family Wealth Advisors
Washington
$2.56M -$604K -8,723 -19%
BFEC
432
Benjamin F. Edwards & Company
Missouri
$2.55M -$304K -4,400 -11%
MW
433
Marcum Wealth
Ohio
$2.53M +$2.53M +36,557 New
WBG
434
Wharton Business Group
Pennsylvania
$2.53M – – –
CWM
435
Cedar Wealth Management
California
$2.52M +$1.11K +16 +0%
Principal Financial Group
436
Principal Financial Group
Iowa
$2.51M +$42.6K +615 +2%
PWA
437
Physician Wealth Advisors
Utah
$2.5M +$99.2K +1,407 +4%
KA
438
Kovack Advisors
Florida
$2.49M +$31.2K +451 +1%
PWM
439
Perigon Wealth Management
California
$2.47M -$989K -14,288 -29%
WWA
440
WC Walker & Associates
California
$2.47M -$35.1K -498 -1%
FA
441
Forefront Analytics
Pennsylvania
$2.45M -$19.3K -279 -0.8%
AFP
442
Ausdal Financial Partners
Iowa
$2.45M -$2.25M -32,525 -48%
TWM
443
Triton Wealth Management
Arizona
$2.42M -$417K -5,906 -15%
LFGH
444
Lee Financial Group Hawaii
Hawaii
$2.4M -$10.9M -157,725 -82%
BNP Paribas Financial Markets
445
BNP Paribas Financial Markets
France
$2.35M +$2.35M +33,900 New
CCWA
446
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.32M -$6.06M -87,607 -72%
MFW
447
Mosaic Family Wealth
Missouri
$2.3M -$145K -2,097 -6%
FC
448
Ferris Capital
Massachusetts
$2.27M -$180K -2,600 -7%
PFG
449
PAX Financial Group
Texas
$2.2M -$2.79M -40,283 -56%
PD
450
Planning Directions
Pennsylvania
$2.2M +$4.43K +64 +0.2%
16 17
18
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