USMV icon

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 %
OCM
426
Orion Capital Management
California
$2.19M +$89.6K +1,219 +4%
HCA
427
Heck Capital Advisors
Wisconsin
$2.17M +$43.5K +592 +2%
MCA
428
Magnolia Capital Advisors
Mississippi
$2.17M +$17.5K +238 +0.8%
ECM
429
ExodusPoint Capital Management
New York
$2.17M +$2.17M +29,535 New
ASFA
430
All Season Financial Advisors
Colorado
$2.17M -$219K -2,979 -9%
TRCT
431
Tower Research Capital (TRC)
New York
$2.17M -$215K -2,929 -9%
PPA
432
Parametric Portfolio Associates
Washington
$2.16M +$226K +3,071 +12%
BL
433
BFSG LLC
California
$2.13M -$237K -3,230 -10%
WAP
434
Wealthcare Advisory Partners
Pennsylvania
$2.11M +$491K +6,681 +30%
PJSIMP
435
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.03M +$67.4K +869 +3%
SI
436
Stephens Inc
Arkansas
$2.02M +$141K +1,916 +7%
PWM
437
Perigon Wealth Management
California
$2M -$552K -7,509 -22%
TFS
438
Thoroughbred Financial Services
Tennessee
$2M -$9.48K -129 -0.5%
SF
439
Synovus Financial
Georgia
$1.99M -$112K -1,519 -5%
FFG
440
Ford Financial Group
California
$1.98M +$39.2K +534 +2%
JFG
441
JMG Financial Group
Illinois
$1.95M – – –
MW
442
MBL Wealth
North Carolina
$1.93M +$1.93M +26,203 New
CAG
443
Curtis Advisory Group
California
$1.86M -$94K -1,278 -5%
SCA
444
St. Clair Advisors
Ohio
$1.85M -$493K -6,710 -21%
FPCP
445
Fort Point Capital Partners
California
$1.84M +$659K +8,974 +56%
FHA
446
First Horizon Advisors
Tennessee
$1.83M -$1.27M -17,297 -41%
ISB
447
Iowa State Bank
Iowa
$1.83M -$55.1K -750 -3%
WS
448
Wedbush Securities
California
$1.82M -$106K -1,443 -5%
APWM
449
Atlas Private Wealth Management
New York
$1.82M -$35.2K -479 -2%
D
450
Diversified
Delaware
$1.82M -$170K -2,319 -9%
16 17
18
19 20