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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 %
BWM
451
BCGM Wealth Management
Indiana
$1.81M -$19.6K -253 -1%
TGAM
452
TBH Global Asset Management
Tennessee
$1.8M +$802K +10,910 +80%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$1.8M +$5.81K +79 +0.3%
MWM
454
Mattern Wealth Management
Kansas
$1.79M -$1.4K -19 -0.1%
BFS
455
Bickling Financial Services
Massachusetts
$1.79M -$69.5K -946 -4%
Prudential Financial
456
Prudential Financial
New Jersey
$1.77M -$194K -2,550 -10%
WFAG
457
Wescott Financial Advisory Group
Pennsylvania
$1.77M -$28.4K -386 -2%
TI
458
Trexquant Investment
Connecticut
$1.76M +$920K +12,513 +109%
KPWS
459
Kestra Private Wealth Services
Texas
$1.76M -$600K -8,171 -25%
NR
460
Newfound Research
Massachusetts
$1.75M +$353K +4,802 +25%
CWA
461
Clearview Wealth Advisors
Oregon
$1.75M +$404K +5,491 +30%
PIMG
462
Patriot Investment Management Group
Tennessee
$1.75M +$50.6K +689 +3%
BIA
463
Bell Investment Advisors
California
$1.74M +$1.74M +23,622 New
AA
464
Advisory Alpha
Michigan
$1.72M +$173K +2,348 +11%
STA
465
Summit Trail Advisors
New York
$1.7M – – –
FTS
466
Fifth Third Securities
Ohio
$1.65M -$590K -8,033 -26%
TSS
467
Two Sigma Securities
New York
$1.65M +$453K +6,159 +38%
VAS
468
Vestmark Advisory Solutions
Massachusetts
$1.64M +$98.4K +1,338 +6%
GRP
469
Global Retirement Partners
California
$1.6M -$29.9K -407 -2%
CA
470
Claro Advisors
Massachusetts
$1.6M +$210K +2,853 +15%
FDCC
471
Foster Dykema Cabot & Co
Massachusetts
$1.6M -$13.6M -185,391 -90%
BEI
472
Benjamin Edwards Inc
Missouri
$1.6M +$19.4K +264 +1%
FMN
473
Financial Management Network
California
$1.58M -$62.4K -852 -4%
PWA
474
Physician Wealth Advisors
Utah
$1.56M -$312K -4,125 -17%
RA
475
Riversedge Advisors
Delaware
$1.55M +$443K +6,028 +40%
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