USMV icon

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 %
CIBC World Market
451
CIBC World Market
Ontario, Canada
$1.79M -$73.7K -1,001 -4%
EC
452
Estate Counselors
Wisconsin
$1.77M -$7.36K -100 -0.4%
VCM
453
Verde Capital Management
Michigan
$1.76M -$15.5M -210,478 -90%
HPC
454
Hobart Private Capital
North Carolina
$1.7M -$158K -2,142 -8%
STA
455
Summit Trail Advisors
New York
$1.7M -$151K -2,057 -8%
PIMG
456
Patriot Investment Management Group
Tennessee
$1.7M +$73.6K +1,000 +5%
FMN
457
Financial Management Network
California
$1.67M -$33.6K -451 -2%
VFM
458
Vivid Financial Management
California
$1.67M -$2.07M -28,069 -55%
SCM
459
Southport Capital Management
Tennessee
$1.64M – – –
GRP
460
Global Retirement Partners
California
$1.63M -$19.9K -271 -1%
WAP
461
Wealthcare Advisory Partners
Pennsylvania
$1.62M -$288K -3,919 -15%
BDF
462
Black Diamond Financial
Maryland
$1.61M – – –
BEI
463
Benjamin Edwards Inc
Missouri
$1.58M +$83.6K +1,136 +6%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$1.56M +$651K +8,754 +72%
SEP
465
Southland Equity Partners
Missouri
$1.56M -$196K -2,657 -11%
AFP
466
Ausdal Financial Partners
Iowa
$1.55M -$1.05M -14,304 -40%
AA
467
Advisory Alpha
Michigan
$1.55M +$1.55M +20,992 New
MWM
468
MBE Wealth Management
Wisconsin
$1.54M -$7.92M -107,584 -84%
CFAM
469
Center For Asset Management
Florida
$1.54M +$20.8K +283 +1%
RPSA
470
Richard P. Slaughter Associates
Texas
$1.51M -$3.05M -41,474 -67%
SIA
471
Strategic Investment Advisors
Michigan
$1.51M -$1.25K -17 -0.1%
CFA
472
Cahill Financial Advisors
Minnesota
$1.5M -$428K -37,319 -22%
UIA
473
UBP Investment Advisors
Switzerland
$1.49M – – –
TWM
474
Tradition Wealth Management
Minnesota
$1.46M -$3.85M -52,259 -72%
NWS
475
Newport Wealth Strategies
California
$1.46M -$21.9K -297 -1%
17 18
19
20 21