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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 %
FI
426
Financial Insights
Washington
$2.14M – – –
HCA
427
Heck Capital Advisors
Wisconsin
$2.13M -$786K -10,682 -27%
ARC
428
Advisor Resource Council
Texas
$2.13M +$2.13M +28,938 New
PAS
429
Park Avenue Securities
New York
$2.11M -$24.7M -335,865 -92%
Northern Trust
430
Northern Trust
Illinois
$2.11M -$1.34M -18,218 -39%
OCM
431
Orion Capital Management
California
$2.11M +$50.5K +686 +2%
SF
432
Synovus Financial
Georgia
$2.11M +$1.3M +17,724 +163%
TFS
433
Thoroughbred Financial Services
Tennessee
$2.01M -$235K -3,189 -10%
D
434
Diversified
Delaware
$1.99M +$114K +1,543 +6%
CAG
435
Curtis Advisory Group
California
$1.96M -$1.53M -20,806 -44%
JFG
436
JMG Financial Group
Illinois
$1.96M – – –
FFG
437
Ford Financial Group
California
$1.95M +$31.7K +431 +2%
PPA
438
Parametric Portfolio Associates
Washington
$1.94M -$47.9K -651 -2%
WS
439
Wedbush Securities
California
$1.93M -$175K -2,381 -8%
PJSIMP
440
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.92M -$49.1K -644 -2%
Prudential Financial
441
Prudential Financial
New Jersey
$1.91M -$1.72M -23,363 -47%
LIA
442
LBMC Investment Advisors
Tennessee
$1.89M – – –
ISB
443
Iowa State Bank
Iowa
$1.89M +$128K +1,737 +7%
SI
444
Stephens Inc
Arkansas
$1.89M +$24.5K +333 +1%
PWA
445
Physician Wealth Advisors
Utah
$1.87M -$809K -10,719 -30%
BFS
446
Bickling Financial Services
Massachusetts
$1.86M -$136K -1,845 -7%
APWM
447
Atlas Private Wealth Management
New York
$1.86M -$43.4K -590 -2%
WFAG
448
Wescott Financial Advisory Group
Pennsylvania
$1.86M +$107K +1,407 +6%
MWM
449
Mattern Wealth Management
Kansas
$1.84M -$69.6K -925 -4%
BWM
450
BCGM Wealth Management
Indiana
$1.8M -$133K -1,743 -7%
16 17
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