USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,022 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 313 increasing their positions, 400 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+124
Holders Change %
+13.81%
% of All Funds
18.13%
Holding in Top 10
211
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
3.74%
New
200
Increased
313
Reduced
400
Closed
60
Calls
$23.2M
Puts
$4.48M
Net Calls
+$18.7M
Net Calls Change
+$1.89M

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.2M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$33.5M
4
RJA
Raymond James & Associates
Florida
+$31.9M
5
Morgan Stanley
Morgan Stanley
New York
+$27.6M

Top Sellers

1
LPL Financial
LPL Financial
California
-$299M
2
Bank of America
Bank of America
North Carolina
-$148M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$145M
4
CC
Cassaday & Co
Virginia
-$142M
5
EMPI
Elo Mutual Pension Insurance
Finland
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
451
McKinley Carter Wealth Services
West Virginia
$2.95M +$2.95M +43,440 New
WS
452
Wedbush Securities
California
$2.89M +$1.42M +20,884 +96%
WI
453
WrapManager Inc
California
$2.84M -$130K -1,910 -4%
I
454
INVST
Indiana
$2.83M +$488K +7,189 +21%
Citadel Advisors
455
Citadel Advisors
Florida
$2.83M -$4.35M -64,114 -61%
BFEC
456
Benjamin F. Edwards & Company
Missouri
$2.8M +$237K +3,494 +9%
KOMWMG
457
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.78M +$525K +7,735 +23%
RA
458
RFG Advisory
Alabama
$2.76M +$195K +2,857 +8%
MA
459
Mutual Advisors
Nebraska
$2.76M +$194K +2,856 +8%
ECM
460
Evergreen Capital Management
Washington
$2.74M +$815 +12 +0%
WGCA
461
Wolf Group Capital Advisors
Virginia
$2.74M -$7.67K -113 -0.3%
VWA
462
VERITY Wealth Advisors
United States
$2.73M -$309K -4,554 -10%
SHIM
463
Stone House Investment Management
Pennsylvania
$2.71M +$84.8K +1,249 +3%
APA
464
American Portfolios Advisors
New York
$2.71M -$73K -1,075 -3%
SMG
465
Spectrum Management Group
Indiana
$2.71M +$106K +1,558 +4%
HR
466
Hardy Reed
Mississippi
$2.7M -$170K -2,500 -6%
CCC
467
Crescent Capital Consulting
Louisiana
$2.7M +$2.7M +39,872 New
MSA
468
Marino Stram & Associates
Massachusetts
$2.7M -$125K -1,836 -4%
TWM
469
Triton Wealth Management
Arizona
$2.69M -$246K -3,674 -8%
MA
470
MCF Advisors
Kentucky
$2.67M +$118K +1,739 +5%
AF
471
Advisornet Financial
Minnesota
$2.63M -$69.1K -1,018 -3%
BI
472
Berkeley Inc
Idaho
$2.62M +$2.62M +38,650 New
WB
473
Webster Bank
Connecticut
$2.62M -$1.2M -17,631 -31%
Cerity Partners
474
Cerity Partners
New York
$2.56M +$2.56M +37,768 New
LWM
475
Laidlaw Wealth Management
New York
$2.55M +$1.28M +18,828 +100%
17 18
19
20 21