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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 %
OWA
451
Outlook Wealth Advisors
Texas
$2.17M -$170K -2,464 -7%
PWAC
452
Private Wealth Advisors (California)
California
$2.17M +$89.8K +1,297 +4%
CFG
453
Cooper Financial Group
California
$2.17M -$3.13M -45,221 -59%
WI
454
WrapManager Inc
California
$2.16M -$729K -10,531 -25%
REMPR
455
Roof Eidam Maycock Peralta (REMP)
California
$2.16M -$15.9M -230,053 -88%
BPA
456
Beacon Pointe Advisors
California
$2.16M +$409K +5,923 +23%
FTS
457
Fifth Third Securities
Ohio
$2.14M -$322K -4,646 -13%
HFA
458
Hoover Financial Advisors
Pennsylvania
$2.13M -$73.9K -1,022 -3%
IC
459
Inscription Capital
Texas
$2.13M -$1.01M -14,569 -32%
SFWC
460
Strategic Family Wealth Counselors
New Jersey
$2.11M +$186K +2,696 +10%
TFS
461
Thoroughbred Financial Services
Tennessee
$2.11M -$177K -2,566 -8%
GIA
462
Goodwin Investment Advisory
Georgia
$2.1M -$1.16M -17,064 -36%
FA
463
FMA Advisory
Pennsylvania
$2.09M -$36.8K -532 -2%
FF
464
Friedenthal Financial
New Jersey
$2.08M -$317K -4,575 -13%
ACA
465
Aptus Capital Advisors
Alabama
$2M -$12.7K -183 -0.6%
WS
466
Wedbush Securities
California
$1.98M -$962K -13,899 -33%
SHJ
467
Sharkey, Howes & Javer
Colorado
$1.95M -$2.55M -36,921 -57%
OCM
468
Orion Capital Management
California
$1.93M -$387K -5,592 -17%
TIA
469
Traphagen Investment Advisors
New Jersey
$1.9M -$29.8M -431,066 -94%
SXL
470
Summit X LLC
Missouri
$1.88M -$1.19M -17,391 -39%
BFS
471
Bickling Financial Services
Massachusetts
$1.88M -$283K -4,088 -13%
SF
472
Symphony Financial
Texas
$1.87M -$171K -2,430 -8%
PPA
473
Parametric Portfolio Associates
Washington
$1.87M -$73.1K -1,056 -4%
PJSIMP
474
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.87M +$32.4K +450 +2%
HC
475
Hoese & Co
Minnesota
$1.86M -$60.2K -870 -3%
17 18
19
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